en

Knowledge

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

Booking Processing

  • Last Created On Jul 12, 2023
  • 217
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: 217

Recent Articles

  • Labor Cost Calculation Guide
    166
  • Customizing Ticket Statuses in Customer...
    145
  • Convert to Invoice or Expense & Create I...
    155
  • Service Appointment in Field Service
    179
  • Work Orders in Field Service
    164

Popular Articles

  • Connect your X (Twitter) account and Syn...
    3354
  • Warehouse
    2714
  • Item Settings
    2260
  • X (Twitter) Analytics
    2121
  • Plaid environment & Setup Your Bank Acco...
    2040