Wello Solutions

Complete overview of Sales Orders in the Wello Portal, explaining what a sales order is, how to create and search for orders, manage order details and items

Sales Order in Wello

Pankaj Thakur

Shivam Kumar

Florian Van halewyn

Accounts, contact persons, locations, installations

CRM & asset management

Service Area
Customer Assignment
User Assignment
Technician Planning
Planner Control
Role-Based Access
Service Management
Field Planning

The Importance of Linking Customers and Users to Service Areas

create account, CRM, add account, account creation, invoice information, search account, how to add customer, Wello guide.

Wello Solutions: How to Create an Account?

Learn how to quickly locate or search for customers account

Account Search

Learn how to quickly locate or search for customers contact.

How to search for customer contact on the portal

How to create, use, and archive VAT Groups

VAT Groups for accounts

How to manage, edit, and add customer events for smarter planning in Wello.

Customer Events in Wello: Complete Guide

An overview of the tabs and actions available once an account is opened, including overview, contacts, equipments, and tasks

Account Dashboard

Marketing Segment in Portal and Field Service App

Accounts & contacts

See how key features in Wello depend on equipment type, work order type, and contract type

Dependencies between work order type, equipment type, and contract type

Create Bill of Materials to organize parts and help technicians find the right used parts easily during service.

How to use a Bill of Materials

Objects Status  in Wello

Understand how to create and manage equipment records in the portal

How to create equipment on the Portal

Learn how to use standard and column filters to quickly find equipment and installation records in the portal.

How to search for equipment and locations on the Portal

Configuring equipment types, models, statuses, BoM templates, custom fields, and communication settings within the Wello portal.

Equipment or Installation Settings

Introduction to locations.

Understanding Field Service App Equipment Details: Overview, Specifications, SLA & Warranty, and Logbook

Equipment Details Tabs in the Field Service App

Locations & equipments

Invoice not sent to Exact Online
Exact Online ERP connector
Resend invoices
ERP imported status Wello
Fix Wello and Exact Online integration

Why are my invoices not being sent to ERP from Wello?

Learn how to set up Peppol e‑invoicing in Wello and manage invoice delivery, tracking, and status visibility.

Comprehensive Guide to Peppol E-Invoicing in Wello

How to create, manage, and use memos in Wello documents.

What are memos?

Everything about invoices generated out of your service activities

Invoicing

Technology

Cases

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