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CRM: ERP Record installation

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Created by Bella Rwigamba (Deactivated), last modified by Cynthia KAYUMBA on Mar 11, 2019

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Recording an installation is the last step of the process before a customer is setup to use our product.

Prior to an installation there are a few steps that must be completed:

Control Unit is assigned to customer by a Shop Manager
Book an installation to be installed by a technician
Record the installation

CRM module > Applications > search for customer > Products actions
Click Record installation
Fill in all fields with relevant information > Save

Note: Customer status must be at 'book installation' stage to perform record installation action.

The Customer will move to Installed status.

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