en

Knowledge

  1. Home
  2. Knowledge
  3. Fixed Equipment Management module for Perfex CRM

Booking Processing

  • Last Created On Jul 12, 2023
  • 228
0 0
  • Step 1. Login admin poral -> Go to Order list menu under the Fixed Equipment module -> View booking detail 
  • Step 2. Click on the Create invoice button 

  • Step 3. Click on the Create export stock button 
    ==> Result: this assets is checked-out for customer
  • Step 4. Click on Shipment button to to see the related delivery notes and packing list

    Inventory delivery voucher tab 

    Packing list tab 
  • Step 5. Update status of inventory delivery and packing list
    Inventory delivery: change Delivery status to “Delivery In Progress”


    Packing list: change Delivery status of packing list to “Delivered”
  • Step 6. Change booking status to Finish 

  • Step 7. The customer create a return request for the asset to be checked-in
Views: 228

Recent Articles

  • Auto-Fulfillment & Omnichannel Order-to-...
    12
  • SDR AI Agent - Guide 5: Governance Setti...
    14
  • SDR AI Agent - Guide 4: Activity Audit,...
    16
  • SDR AI Agent - Guide 3: Autonomous Lead...
    17
  • SDR AI Agent - Guide 2: Real-Time Kanban...
    15

Popular Articles

  • Connect your X (Twitter) account and Syn...
    3409
  • Warehouse
    2795
  • Item Settings
    2368
  • X (Twitter) Analytics
    2219
  • Plaid environment & Setup Your Bank Acco...
    2118