You can forego the past purchases screen if you want to rely on the report feature in Part 6.Ĭlick on the New Tab link shown under the Helpdesk tab. First one is the Purchasing panel for current open tickets and the Second is the Past Purchases for closed purchase historical lookups. This will give you a pseudo-purchasing panel that emulates the basics of Spiceworks purchasing screens, modified to suit your needs. Change the Ticket Types from All to your needs, excluding IT Purchase. If you have SLA enabled and want to turn it off for purchasing, navigate to Configuration, General Settings, Service-level agreement and click Show Targets. Mine are as follows to closely resemble Spiceworks Purchasing data entry fields, but I’ve made changes the order of entered fields to better fit my needs. Input Worktime: Unchecked for not tracking time.Īlter Custom Fields to your liking. Ticket Description: Required or Optional to have ticket note box available. Set Agent team for your needs or leave as Purchase.
Set Icon to ‘shopping-basket.png’ or what you like. Select IT Purchase name and change for your needs. Make sure Ticket types have IT Purchase listed. Configuration, Helpdesk Settings, Ticket Content. Some fields won’t appear until a prerequisite field is satisfied. You can do the same with any other sub-fields you see fit. I prefixed them with the Cat: to indicate they belong in the Category collection. These examples will become clear in the next section.
Listed here are some of my examples based on Spiceworks categories. The additional sub-categories are up to your imagination. Tracking # | Shipper tracking number | Textbox |Īdditionally, you have to add sub-fields if you want to track extra info in Categories, Departments or Facilities. Ticket assigned | Copy hyperlink of ticket URL to link ticket here | Hyperlink | Charged to | Department charged to | Combobox | Fill in your departments Need more room, use the ticket notes below. Vendor Order # | Invoice/Sales number | Textbox | Category | Purchase classification | Combobox | Fill in your requirements here Add new vendor in Ticket Content, Vendor custom combobox values. Purchased for | If intended for asset, make sure to click Asset concerning button otherwise just enter info. Description | Item or part description | Textbox | Purchase Status | Pending, Approved, Purchased, Received or Denied. In Lansweeper go to Configuration, Helpdesk Settings, Ticket Custom Fields:Īdd these custom fields as Name | Info | Type | Values
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