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In this session we do an example of a complete cycle of a Service Job.  This is a walk-in Customer who comes in for a replacement of a set of 4 tyres.

 

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In this case we start with the Customer Directive.  We retrieve a Current CRM Record for this Customer.

 

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And we Record the Customer Instruction.

 

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And now we Open a New Service Job.

 

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We attach the Customer Directive.

 

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On the Charge Sheet we load a Standard Bill of Materials for the replacement of the 4 Tyres.

 

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The Cost Sheet is mirrored to the Charge Sheet.

 

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We process the Labor Charges automatically from the Cost Sheet.

 

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And we Issue the Stock also from the Cost Sheet.

 

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We produce an Invoice.

 

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The Customer Settles the Amount.

 

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We allocate the Margin.

 

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And we close the Job.

 

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Now it is all done.

 

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