You have to create a new tab like before, change the Status boxes as shown to only Closed, apply the filter then click the floppy disk icon to save the changed tab with a new name such as Past Purchases. If you want to see past purchases, you’ll want to setup another screen like this one, but only pick the Closed status. If you change or adjust the columns later and want to save the new layout, click the floppy disk icon to save the changes, but use the overwrite existing filter choice. To save the tab for future use, click the floppy disk icon next to the X button. Adjust as necessary for your organization. Customize as needed.Ĭlick Ok and view your handywork. This will allow you to add columns to your display tab. Set your filters to Status: all but Closed, and Type to IT Purchase.Ĭlick Apply filter button above. 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. For that I'll stick to Spiceworks.In Lansweeper go to Configuration, Helpdesk Settings, Ticket Custom Fields:Īdd these custom fields as Name | Info | Type | Values Ironically, the only thing about Lansweeper I do not absolutely love is the help desk. For my organization, if it cost double the renewal, I would still push for it because there is not a tool I use more frequently for general support work. I have yet to find an inventory system that provides such a nice integration of users and machines. (Conversely, if I know the machine, Lansweeper tells me who last logged on to it, etc.) Of course, there are a TON of great features beyond this, but it is the part that really makes it stand out in my view. Hardware, software, event logs, uptime schedule, etc etc. When I am talking to a user, I can pull up their name, see all the machines they have logged on to, then jump straight to that machine and see all the details. To me, nothing comes close to providing the everyday benefits and ease of use. In fact, I use it on nearly every support call I take. I haven't found anything remotely as good as Lansweeper (I actually feel a bit like a cheerleader for it, which I normally don't do for any product).
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