Service Model Master & Supplied Items
After converting a lead into an order, create the Service Model and then record the product supplied to the customer. Follow these seven steps to make the item available for service management.
Open Service Model Master
After converting the lead into an order, open Post Order → Service Model Master. Click Add Service Model.
Click the screenshot to open at full size.Enter Service Model Details
Enter a Model Code (maximum 10 characters, without spaces), Model Name, Number of Free Services and optional Remarks.
Click the screenshot to open at full size.Save the Service Model
Click Add Service Model to save the new model.
Click the screenshot to open at full size.Confirm the Model Is Listed
Verify that the saved model appears in Service Model Master before continuing to the supplied item.
Click the screenshot to open at full size.Open Supplied Items
Under Post Order, select Supplied Items and click Add Supplied Item. This records which product was supplied to the customer.
Click the screenshot to open at full size.Enter Supplied Item Details
Select the customer and the supplied machine, hardware or service model. Enter the free-service entitlement and other fields shown in the form, then click Add Supplied Item.
Click the screenshot to open at full size.Confirm the Supplied Item
Check that the item appears in the Supplied Items list. The record can then be used by the service team.
Click the screenshot to open at full size.Important points
- Create the Service Model before adding the Supplied Item.
- Model Code: maximum 10 characters, without spaces.
- Enter the correct free-service entitlement for future service visits.
Need help? Nissi Infotech · 90037-44644 / 98422-44488 · admin@nissiinfotech.com