# Backoffice

Canonical: https://support.out-smart.com/space/OKB/

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> Dynamic module: Search Highlight (live content)

# **Knowledge Base Portal**

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Dashboard

Items

Contracts

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Scheduler

Projects

Objects

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Work orders

Invoices Module

Reports

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Customers

Quotes

Settings

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- [OutSmart KnowledgeBase BackOffice](https://support.out-smart.com/space/OKB/411828620.md)
- [Backoffice](https://support.out-smart.com/space/OKB/411926529.md)
- [Dashboard - oud](https://support.out-smart.com/space/OKB/411926540.md)
- [General](https://support.out-smart.com/space/OKB/411926551.md)
- [Change account language](https://support.out-smart.com/space/OKB/411926563.md)
- [Create additional dashboard](https://support.out-smart.com/space/OKB/411926575.md)
- [Multi-select modus](https://support.out-smart.com/space/OKB/411926660.md)
- [Change field names on planning table](https://support.out-smart.com/space/OKB/411926689.md)
- [Add colour to work order.](https://support.out-smart.com/space/OKB/411926749.md)
- [Creating groups and adding members](https://support.out-smart.com/space/OKB/411926809.md)
- [Items / Materials /Product catalog](https://support.out-smart.com/space/OKB/411927025.md)
- [Create new item](https://support.out-smart.com/space/OKB/411927036.md)
- [Item note visible on workorder](https://support.out-smart.com/space/OKB/411927048.md)
- [Item barcode](https://support.out-smart.com/space/OKB/411927066.md)
- [Create sub-items](https://support.out-smart.com/space/OKB/411927078.md)
- [Add a translation to item](https://support.out-smart.com/space/OKB/411927090.md)
- [Add a picture to an item](https://support.out-smart.com/space/OKB/411927102.md)
- [Pricemanagement](https://support.out-smart.com/space/OKB/411927114.md)
- [Create warehouse/sub-warehouse](https://support.out-smart.com/space/OKB/411927126.md)
- [Pricemanagement through automations](https://support.out-smart.com/space/OKB/411927139.md)
- [Warehouse filling](https://support.out-smart.com/space/OKB/411927152.md)
- [Linking warehouse to employee.](https://support.out-smart.com/space/OKB/411927165.md)
- [Warehouse mutations](https://support.out-smart.com/space/OKB/411927181.md)
- [Stock visible when creating work order](https://support.out-smart.com/space/OKB/411927193.md)
- [Parameters for invoices](https://support.out-smart.com/space/OKB/411927278.md)
- [Quotes](https://support.out-smart.com/space/OKB/411927403.md)
- [Item note visible on quotes](https://support.out-smart.com/space/OKB/411927414.md)
- [Convert quotation into work order](https://support.out-smart.com/space/OKB/411927438.md)
- [Quote Screen configuration](https://support.out-smart.com/space/OKB/411927462.md)
- [Add photos and notes to quotation](https://support.out-smart.com/space/OKB/411927510.md)
- [Quote Review](https://support.out-smart.com/space/OKB/411927535.md)
- [Convert work order to quotation](https://support.out-smart.com/space/OKB/411927547.md)
- [Contracts](https://support.out-smart.com/space/OKB/411927574.md)
- [New Contract](https://support.out-smart.com/space/OKB/411927585.md)
- [Contract terms](https://support.out-smart.com/space/OKB/411927597.md)
- [Reason for terminating contract](https://support.out-smart.com/space/OKB/411927608.md)
- [Contract Editing](https://support.out-smart.com/space/OKB/411927620.md)
- [Customize table configuration](https://support.out-smart.com/space/OKB/411927632.md)
- [SLA Policy](https://support.out-smart.com/space/OKB/411927644.md)
- [Parameters for Objects](https://support.out-smart.com/space/OKB/411927760.md)
- [Time Sheets](https://support.out-smart.com/space/OKB/411927771.md)
- [Create Employee - oud](https://support.out-smart.com/space/OKB/411927828.md)
- [Employee availability - oud](https://support.out-smart.com/space/OKB/411927845.md)
- [User group](https://support.out-smart.com/space/OKB/411927857.md)
- [Username &#x26; Password Employee](https://support.out-smart.com/space/OKB/411927870.md)
- [Company logo](https://support.out-smart.com/space/OKB/411928001.md)
- [test](https://support.out-smart.com/space/OKB/412352597.md)
- [How-to articles](https://support.out-smart.com/space/OKB/428966018.md)
- [Adjusting prices in an existing Quotation](https://support.out-smart.com/space/OKB/432144385.md)
- [Dashboard - Create additional dashboard](https://support.out-smart.com/space/OKB/793018387.md)
- [Sub-items &#x26; parent-items](https://support.out-smart.com/space/OKB/799277117.md)
- [Warehouses](https://support.out-smart.com/space/OKB/799309891.md)
- [The use and working of item categories](https://support.out-smart.com/space/OKB/799309909.md)
- [Hour types](https://support.out-smart.com/space/OKB/799375396.md)
- [Price management](https://support.out-smart.com/space/OKB/799375406.md)
- [Can I add a translation to an item?](https://support.out-smart.com/space/OKB/799440961.md)
- [Create a project](https://support.out-smart.com/space/OKB/809533452.md)
- [Projects](https://support.out-smart.com/space/OKB/809762819.md)
- [Add colour to employee](https://support.out-smart.com/space/OKB/826572817.md)
- [Add colour to work order](https://support.out-smart.com/space/OKB/829128735.md)
- [Username &#x26; Password](https://support.out-smart.com/space/OKB/837124101.md)
- [Change language](https://support.out-smart.com/space/OKB/837189633.md)
- [Project planning board](https://support.out-smart.com/space/OKB/848625674.md)
- [Project activities](https://support.out-smart.com/space/OKB/848887816.md)
- [Project statuses and colors](https://support.out-smart.com/space/OKB/849117190.md)
- [Project planning work order overview](https://support.out-smart.com/space/OKB/849608714.md)
- [Total project overview](https://support.out-smart.com/space/OKB/849641485.md)
- [Employee availability](https://support.out-smart.com/space/OKB/856490002.md)
- [Dashboards](https://support.out-smart.com/space/OKB/857145348.md)
- [How to register stock in your warehouse(s)?](https://support.out-smart.com/space/OKB/859537425.md)
- [Item transactions in stock](https://support.out-smart.com/space/OKB/859701258.md)
- [Create employee](https://support.out-smart.com/space/OKB/860979206.md)
- [Pop-up incorrect amount of paid licenses detected](https://support.out-smart.com/space/OKB/868581386.md)
- [Create Customer](https://support.out-smart.com/space/OKB/871956481.md)
- [Adding an address to a customer](https://support.out-smart.com/space/OKB/872415235.md)
- [Adding a contact person](https://support.out-smart.com/space/OKB/878673941.md)
- [Making customers active or inactive](https://support.out-smart.com/space/OKB/879558657.md)
- [How to make task categories](https://support.out-smart.com/space/OKB/879886340.md)
- [How to make a task](https://support.out-smart.com/space/OKB/880181249.md)
- [Sales funnel](https://support.out-smart.com/space/OKB/881491971.md)
- [Customers](https://support.out-smart.com/space/OKB/882540545.md)
- [Roles &#x26; permissions](https://support.out-smart.com/space/OKB/884768778.md)
- [Day parts](https://support.out-smart.com/space/OKB/885063690.md)
- [Work orders](https://support.out-smart.com/space/OKB/886243336.md)
- [Creating a workorder](https://support.out-smart.com/space/OKB/886996994.md)
- [Creating a form](https://support.out-smart.com/space/OKB/887750662.md)
- [Change field names on scheduling board](https://support.out-smart.com/space/OKB/888897553.md)
- [Work order overview](https://support.out-smart.com/space/OKB/888995880.md)
- [Table configuration in form](https://support.out-smart.com/space/OKB/889094182.md)
- [Paired devices](https://support.out-smart.com/space/OKB/889225247.md)
- [Multi select mode](https://support.out-smart.com/space/OKB/889290755.md)
- [Add a form to a workorder](https://support.out-smart.com/space/OKB/889389066.md)
- [Recurring planning for workorders](https://support.out-smart.com/space/OKB/889487369.md)
- [Creating a merged workorder](https://support.out-smart.com/space/OKB/889683987.md)
- [Company Details](https://support.out-smart.com/space/OKB/890044419.md)
- [Add or Edit work order email address](https://support.out-smart.com/space/OKB/890077186.md)
- [Contract](https://support.out-smart.com/space/OKB/890634241.md)
- [Creating an object](https://support.out-smart.com/space/OKB/891486213.md)
- [Objects](https://support.out-smart.com/space/OKB/891551765.md)
- [Importing data](https://support.out-smart.com/space/OKB/892338177.md)
- [Add a note to the Scheduler](https://support.out-smart.com/space/OKB/892338189.md)
- [Connecting a smartphone or tablet](https://support.out-smart.com/space/OKB/892534793.md)
- [Create an object template](https://support.out-smart.com/space/OKB/892633092.md)
- [How to add a Timesheet employee](https://support.out-smart.com/space/OKB/894238726.md)
- [Reports](https://support.out-smart.com/space/OKB/894271489.md)
- [Create your own reports](https://support.out-smart.com/space/OKB/895057922.md)
- [Add work order and forms to the invoice](https://support.out-smart.com/space/OKB/895778825.md)
- [Making the item note visible on an invoice](https://support.out-smart.com/space/OKB/895877127.md)
- [Creating an invoice](https://support.out-smart.com/space/OKB/895975429.md)
- [OutSmart invoice module](https://support.out-smart.com/space/OKB/896237571.md)
- [How to change the invoice numbering](https://support.out-smart.com/space/OKB/899285009.md)
- [Object free fields](https://support.out-smart.com/space/OKB/902070275.md)
- [Object Parts](https://support.out-smart.com/space/OKB/902168580.md)
- [Adding object(s) to the work order](https://support.out-smart.com/space/OKB/902627331.md)
- [Adding an object to a form](https://support.out-smart.com/space/OKB/903020545.md)
- [Making object(s) visible on the work order PDF](https://support.out-smart.com/space/OKB/903053313.md)
- [How to buy licenses and activate an employee](https://support.out-smart.com/space/OKB/905216007.md)
- [How to link a subcontractor](https://support.out-smart.com/space/OKB/905347081.md)
- [How to add a Flex employee](https://support.out-smart.com/space/OKB/906625026.md)
- [How to order SMS credit](https://support.out-smart.com/space/OKB/906625039.md)
- [Where to find OutSmart invoices](https://support.out-smart.com/space/OKB/906985475.md)
- [How to order Implementation or Consultancy](https://support.out-smart.com/space/OKB/907018244.md)
- [How to change the debtor number](https://support.out-smart.com/space/OKB/908165122.md)
- [How to create a work order in the Customer portal](https://support.out-smart.com/space/OKB/908165135.md)
- [How to create a BackOffice employee](https://support.out-smart.com/space/OKB/908197938.md)
- [How to create a Customer portal](https://support.out-smart.com/space/OKB/908427265.md)
- [How to create a resource](https://support.out-smart.com/space/OKB/908492831.md)
- [How to create Customer portal email templates](https://support.out-smart.com/space/OKB/909017097.md)
- [OutSmart settings](https://support.out-smart.com/space/OKB/909410305.md)
- [How to change the work order numbering](https://support.out-smart.com/space/OKB/910295041.md)
- [How to create a workorder for subcontractors](https://support.out-smart.com/space/OKB/910622731.md)
- [How to add multiple employees to a workorder](https://support.out-smart.com/space/OKB/911245317.md)
- [How to create an ad-hoc work order](https://support.out-smart.com/space/OKB/911278083.md)
- [How to automatically add documents to a workorder](https://support.out-smart.com/space/OKB/911310862.md)
- [How to reschedule a workorder](https://support.out-smart.com/space/OKB/911540227.md)
- [How to add a transaction type](https://support.out-smart.com/space/OKB/912130053.md)
- [OutSmart Scheduler](https://support.out-smart.com/space/OKB/912293892.md)
- [How to configure the Invoice overview](https://support.out-smart.com/space/OKB/912326663.md)
- [How to register a transaction on an invoice](https://support.out-smart.com/space/OKB/912556034.md)
- [Where to find the invoice communication log](https://support.out-smart.com/space/OKB/912588804.md)
- [Where to find the quotation communication log](https://support.out-smart.com/space/OKB/912654340.md)
- [How to change the invoice status colours](https://support.out-smart.com/space/OKB/912719873.md)
- [How to change the quotation status colour](https://support.out-smart.com/space/OKB/912982017.md)
- [Creating a quotation](https://support.out-smart.com/space/OKB/913571859.md)
- [How to create an invoice email template](https://support.out-smart.com/space/OKB/914063361.md)
- [How to create an invoice scheme](https://support.out-smart.com/space/OKB/914063374.md)
- [How to create an Invoice layout](https://support.out-smart.com/space/OKB/914128903.md)
- [How to create a quotation layout](https://support.out-smart.com/space/OKB/914194447.md)
- [How to create a quotation scheme](https://support.out-smart.com/space/OKB/914292755.md)
- [How to create a quotation email template](https://support.out-smart.com/space/OKB/914948098.md)
- [Managing contracts](https://support.out-smart.com/space/OKB/915636237.md)
- [How to add or change a company logo](https://support.out-smart.com/space/OKB/948895746.md)
- [Visual Forms](https://support.out-smart.com/space/OKB/986578947.md)
- [Device policies and settings](https://support.out-smart.com/space/OKB/1000964102.md)
- [Displaying or Hiding an Employee on the Scheduler](https://support.out-smart.com/space/OKB/1047265284.md)
- [How to create Free Fields](https://support.out-smart.com/space/OKB/1047298075.md)
- [Employees](https://support.out-smart.com/space/OKB/1047953420.md)
- [How to change the employee number](https://support.out-smart.com/space/OKB/1048215564.md)
- [How to import Contracts](https://support.out-smart.com/space/OKB/1048805391.md)
- [Show the notification Log](https://support.out-smart.com/space/OKB/1049034754.md)
- [Create groups and add members](https://support.out-smart.com/space/OKB/1049362437.md)
- [Change the Item Code of an Item](https://support.out-smart.com/space/OKB/1049886721.md)
- [How to change the Object Code](https://support.out-smart.com/space/OKB/1050017793.md)
- [Show Totals Section](https://support.out-smart.com/space/OKB/1055555588.md)
- [Calendar Export](https://support.out-smart.com/space/OKB/1055555598.md)
- [How to set your business hours](https://support.out-smart.com/space/OKB/1055719425.md)
- [Work Order Details](https://support.out-smart.com/space/OKB/1056112641.md)
- [How to change the customer on a workorder](https://support.out-smart.com/space/OKB/1068433415.md)
- [How to archive work orders](https://support.out-smart.com/space/OKB/1068990476.md)
- [How to use the Project Planning module](https://support.out-smart.com/space/OKB/1073741829.md)
- [Work Order](https://support.out-smart.com/space/OKB/1073840146.md)
- [Plan work order by group](https://support.out-smart.com/space/OKB/1074233348.md)
- [How to create a Custom Email Domain](https://support.out-smart.com/space/OKB/1074495504.md)
- [Groups](https://support.out-smart.com/space/OKB/1088421897.md)
- [Work Order Settings](https://support.out-smart.com/space/OKB/1088454664.md)
- [Skills](https://support.out-smart.com/space/OKB/1088454675.md)
- [Device Management](https://support.out-smart.com/space/OKB/1088454685.md)
- [Templates](https://support.out-smart.com/space/OKB/1088520195.md)
- [Contract Settings](https://support.out-smart.com/space/OKB/1088585733.md)
- [TimeSheets](https://support.out-smart.com/space/OKB/1088716811.md)
- [Quotes Settings](https://support.out-smart.com/space/OKB/1088847875.md)
- [License Manager](https://support.out-smart.com/space/OKB/1088847885.md)
- [Invoices](https://support.out-smart.com/space/OKB/1089044487.md)
- [Settings](https://support.out-smart.com/space/OKB/1089077250.md)
- [Project Settings](https://support.out-smart.com/space/OKB/1089175563.md)
- [Items](https://support.out-smart.com/space/OKB/1089372161.md)
- [Spotlight](https://support.out-smart.com/space/OKB/1102675978.md)
- [Objects / Making object(s) visible on the work order PDF](https://support.out-smart.com/space/OKB/1102905367.md)
- [Where to find archived work orders once archived](https://support.out-smart.com/space/OKB/1104281613.md)
- [How to restore archived work orders](https://support.out-smart.com/space/OKB/1104609306.md)
- [Set colour for non-working hours](https://support.out-smart.com/space/OKB/1104740392.md)
- [Off boarding employees](https://support.out-smart.com/space/OKB/1104805901.md)
- [How do I cancel OutSmart](https://support.out-smart.com/space/OKB/1113456660.md)
- [Scheduler Filters](https://support.out-smart.com/space/OKB/1115357201.md)
- [Changing the screen configuration for the Scheduling Board](https://support.out-smart.com/space/OKB/1116864576.md)
- [What is a day pass?](https://support.out-smart.com/space/OKB/1117519911.md)
- [Mail To WorkOrder](https://support.out-smart.com/space/OKB/1163919361.md)
- [How to generate a QR code for an object](https://support.out-smart.com/space/OKB/1263304706.md)
- [How to register hours on a project](https://support.out-smart.com/space/OKB/1277165595.md)
- [How to search for a work order in the BackOffice](https://support.out-smart.com/space/OKB/1347715079.md)
- [Changing the Execution Date of a Work Order](https://support.out-smart.com/space/OKB/1352531969.md)
- [Displaying Resources on the Scheduler](https://support.out-smart.com/space/OKB/1353777160.md)
- [How to use item codes](https://support.out-smart.com/space/OKB/1354006533.md)
- [Crediting an Invoice](https://support.out-smart.com/space/OKB/1354825729.md)
- [Importing sub materials](https://support.out-smart.com/space/OKB/1356496899.md)
- [Changing Work order dates via the Multi select tool](https://support.out-smart.com/space/OKB/1356726274.md)
- [Table Configuration Unassigned Work Orders in the Scheduler](https://support.out-smart.com/space/OKB/1369112579.md)
- [How to delete a warehouse](https://support.out-smart.com/space/OKB/1372815362.md)
- [How to disconnect a mobile device](https://support.out-smart.com/space/OKB/1377959972.md)
- [How to set up two-factor authentication (2FA)](https://support.out-smart.com/space/OKB/1385594885.md)
- [Marketplace - Manage Your Power-Up&#x27;s](https://support.out-smart.com/space/OKB/1398210567.md)
- [Marketplace - Start a Power-up Trial](https://support.out-smart.com/space/OKB/1398276100.md)
- [OutSmart Marketplace](https://support.out-smart.com/space/OKB/1398407170.md)
- [Marketplace - FAQ](https://support.out-smart.com/space/OKB/1398472708.md)
- [Marketplace - Cancel a Power-up Trial](https://support.out-smart.com/space/OKB/1398734849.md)
- [Scheduling board settings](https://support.out-smart.com/space/OKB/1408598017.md)
- [Menu Items](https://support.out-smart.com/space/OKB/1421017102.md)
- [Reporting module 2.0](https://support.out-smart.com/space/OKB/1426030594.md)
- [Account Security &#x26; Authentication - Enable SSO Step-by-Step](https://support.out-smart.com/space/OKB/1428750395.md)
- [Account Security &#x26; Authentication - What is Single Sign-On (SSO)?](https://support.out-smart.com/space/OKB/1428848652.md)
- [Account Security &#x26; Authentication - FAQ](https://support.out-smart.com/space/OKB/1428848661.md)
- [Account Security &#x26; Authentication - Managing Roles and Permissions](https://support.out-smart.com/space/OKB/1428881467.md)
- [Account Security &#x26; Authentication](https://support.out-smart.com/space/OKB/1429110823.md)
- [Account Security &#x26; Authentication - Understanding OutSmart Authentication](https://support.out-smart.com/space/OKB/1429110833.md)
- [Forms](https://support.out-smart.com/space/OKB/1430421534.md)
- [Checkbox Ignore PDF Layout](https://support.out-smart.com/space/OKB/1430814727.md)
- [What to Do With a &#x22;New Login&#x22; Email Notification](https://support.out-smart.com/space/OKB/1453916161.md)
- [How to create payment terms](https://support.out-smart.com/space/OKB/1476853764.md)
- [How to remove Resources](https://support.out-smart.com/space/OKB/1476919333.md)
- [Hours are no longer visible on the work order](https://support.out-smart.com/space/OKB/1477017601.md)
- [How to edit Resources](https://support.out-smart.com/space/OKB/1477083150.md)
- [How to create a Customer Satisfaction Survey](https://support.out-smart.com/space/OKB/1502314498.md)
- [Power-Ups](https://support.out-smart.com/space/OKB/1677688833.md)
- [Peppol](https://support.out-smart.com/space/OKB/1677852673.md)
- [Automation](https://support.out-smart.com/space/OKB/1712783372.md)

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Generated: 2026-09-13T04:22:41.556Z