[docs] mfg and accounts module completed

This commit is contained in:
Priya
2013-09-17 11:19:34 +05:30
parent 42573bcc90
commit 92027ebdb7
17 changed files with 128 additions and 25 deletions

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@@ -3,7 +3,7 @@
"_label": "Customer Issue"
}
---
If you are selling **Items** under warranty or if you have sold and extended service contract Annual Maintenance Contract (AMC), your **Customer** may call you about an issue or a bread-down and give you the Serial No of this Item.
If you are selling **Items** under warranty or if you have sold and extended service contract like the Annual Maintenance Contract (AMC), your **Customer** may call you about an issue or a break-down and give you the Serial No of this Item.
To record this, you can create a new **Customer Issue** and add the **Customer** and **Item** / **Serial No**. The system will then automatically fetch the Serial Nos details and indicate whether this is under warranty or AMC.
@@ -13,5 +13,10 @@ To create a new **Customer Issue**:
> Support > Customer Issue > New Customer Issue
![Customer Issue](img/customer-issue.png)
If a Customer visit is required to address the issue, you can create a new Maintenance Visit record from this.

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@@ -11,6 +11,26 @@ To create a new Maintenance Schedule go to:
> Support > Maintenance Schedule > New Maintenance Schedule
#### Step 1: Enter Customer Details
![Maintenance Schedule](img/maintenance-schedule-1.png)
<br>
#### Step 2: Fill Item and Maintenance Details
![Maintenance Schedule](img/maintenance-schedule-2.png)
<br>
In the Maintenance Schedule, there are two sections:
In the first section, you select the Items for which you want to generate the schedule and set how frequently you want to plan a visit or a maintenance. These can be optionally fetched from a Sales Order. After selecting the Items, “Save” the record.

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@@ -7,6 +7,10 @@ A Maintenance Visit is a record for a visit made by an engineer to a Customer
> Support > Maintenance Visit > New Maintenance Visit
![Maintenance Visit](img/maintenance-visit.png)
The Maintenance Visit contains information about the:
- Customer.

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@@ -9,6 +9,6 @@
]
}
---
Great customer support and maintenance is at the heart of any successful small business and ERPNext gives you the tools to track all incoming requests and issues from your customers so that you can respond quickly. Your database of incoming queries will also help you track where are the biggest opportunities for improvements.
Great customer support and maintenance is at the heart of any successful small business.ERPNext gives you the tools to track all incoming requests and issues from your customers so that you can respond quickly. Your database of incoming queries will also help you track where the biggest opportunities are for improvements.
In this module, you can track incoming queries from your email using Support Ticket, keep track on Customer Issues raised by Customers on specific Serial No and respond to them based on their warranty and other information, make Maintenance Schedules for Serial Nos and keep a record of all Maintenance Visits made to your Customers.
In this module, you can track incoming queries from your email using Support Ticket. You can keep track on Customer Issues raised by Customers on specific Serial No and respond to them based on their warranty and other information. You can also make Maintenance Schedules for Serial Nos and keep a record of all Maintenance Visits made to your Customers.

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@@ -3,7 +3,7 @@
"_label": "Support Ticket"
}
---
Support Ticket is an incoming query from your Customer, usually via email of from the “Contact” section of your website. (To fully integrate the Support Ticket to email, see the Email Settings section).
Support Ticket is an incoming query from your Customer, usually via email or from the “Contact” section of your website. (To fully integrate the Support Ticket to email, see the Email Settings section).
> Tip: A dedicated support email id is a good way to integrate incoming queries via email. For example, you can send support queries to ERPNext at support@erpnext.com and it will automatically create a Support Ticket in the Web Notes system.
@@ -11,7 +11,7 @@ Support Ticket is an incoming query from your Customer, usually via email of fro
When a new email is fetched from your mailbox, a new Support Ticket record is created and an automatic reply is sent to the sender indicating the Support Ticket Number. The sender can send additional information to this email. All subsequent emails containing this Support Ticket number in the subject will be added to this Support Ticket thread. The sender can also add attachments to the email.
Support Ticket maintains all the emails sent back and forth against this issue in the system so that you can track what transpired between the sender and the person responding.
Support Ticket maintains all the emails which are sent back and forth against this issue in the system so that you can track what transpired between the sender and the person responding.
#### Status
@@ -19,7 +19,7 @@ When a new Support Ticket is created, its status is “Open”, when it is repli
#### Closing
You can either “Close” the Support Ticket manually by clicking on “Close Ticket” in the toolbar or if its status is “Waiting For Reply” and the sender did not reply in 7 days, then the Support Ticket closes automatically.
You can either “Close” the Support Ticket manually by clicking on “Close Ticket” in the toolbar or if its status is “Waiting For Reply” . If the sender does not reply in 7 days, then the Support Ticket closes automatically.
#### Allocation