en

Knowledge

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

Booking Processing

  • Last Created On Jul 12, 2023
  • 134
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: 134

Recent Articles

  • Failure Locations
    7
  • Create quality alerts
    8
  • Process quality check
    7
  • Automatic Quality Check Generation
    10
  • Quality Check Manual
    6

Popular Articles

  • Warehouse
    1413
  • Item Settings
    1139
  • General Accounting Settings
    1029
  • Mapping Setup
    959
  • Inventory Receiving Voucher
    840