The badge is the filter with pre-defined parameters that allows you to display the work orders and estimates with the most popular filters. Here are the 6 badges RemOnline offers:
Incomplete orders
My orders
Urgen
Overdue orders
Overdue statuses
Receivables
Remember: there is no way to create and edit badges. However, you can create custom filters that work the same way the badges do.
You will only see the badges relevant to your work orders and estimates. With that in mind, you won't see the Urgent badge if you don't have urgent work orders.
Incomplete orders badge shows the number of work orders that have incomplete items (i.e., the number of added products is greater than the number of products written off from the warehouse). Click on the badge to display only such work orders.
My orders badge shows the number of documents that have you as the Assigned Specialist in the General info tab (except for Closed documents). Hit this badge to see only your documents.
Urgent badge filters your work orders and estimates by the Urgent checkbox value in the General info tab. Hit this badge to see only urgent documents.
Note that documents lose the Urgent state as soon as they transition to the status of the Done or Closed status group. With that in mind, RemOnline won't show these documents under the Urgent badge.
The Overdue orders badge shows the number of work orders and estimates that are overdue by the due date. Hit this badge to see only the work orders overdue by the Due date field.
You can configure the way the system shows work orders under this badge by configuring status settings. Open the status dialog window and check/uncheck the Display overdue in the badge checkbox to define whether RemOnline should include this status in the badge.
For instance, there is a work order in the Closed or Waiting for parts status, and there is no way for you to speed up the process. In this case, you can disable the system to show the work orders with these statuses in the Overdue badge results. This way, you can filter only relevant work orders that need urgent solutions.
The Overdue statuses badge shows the number of work orders that are overdue by the status time limits. Hit this badge to see only the work orders overdue by statuses.
The Receivables badge indicates the total sum clients need to pay you. Hit this badge to see only the Done work orders.
Note that this badge displays the total sum your client needs to pay you and the sum you need to pay to your client, based on all work orders in the status of the Done status group. This means the badge can show the negative sum in case the client paid more in advance than the total work order cost.
