Facility Maintenance & Related Facilities

• Related Articles

• Facilities Tab & Duplicate for Speed

  Summary: Enter the first facility, then use Duplicate to add similar facilities; supports up to 99 per order. Quick answer Use Facility to Load with code, or Update to search; Duplicate reduces re‑keying for like facilities. What you need WinCopy SQL ...

• WebExpress Imports: Orders, Facilities, Attachments

  Summary: Import sequence: verify bill‑to, import Opposing → Facilities → Attachments; then review tabs. Quick answer Always import facilities before attachments so PDFs can bind to locations. What you need WinCopy SQL v9.0.06+ Appropriate ...

• Invoice a Facility (C# Screen)

  Summary: Select items (double‑click); enter units where required; move items up/down; add comments; print anytime. Quick answer Double‑click flat items; double‑click rate items to enter units; edit details for commissions and flags. What you need ...

• Email Settings & Auto Email Templates

  Summary: Configure SMTP settings and build HTML templates with merge fields; attach models when needed. Quick answer Set SMTP (test before exit); in templates, check Enable HTML and insert merge fields; attach models tagged with @T. What you need ...

• Phrases & Status Phrases

  Summary: Standardize text and statuses. Quick answer Maintain fill-in and status phrases. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Open Phrases media/maintenance-phrases-status-01.png [Insert screenshot] Create phrases ...