CRM: ERP Record installation

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

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

• Control Unit is assigned to the 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 the 'book installation' stage to perform record installation action.