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Fixed Equipment Management module for Perfex CRM
Booking Processing
Last Created On
Jul 12, 2023
118
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:
118
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