Service Order

Service Order screen is used to book new orders for customers. It also helps you to capture customer's hardware details. The various functions of this screen are

To register new order

  1. On the Order Management module, click Service Order.

  2. In the Customer # box, enter the customer number. You can also click to retrieve customer details. The customer details appear on the screen.

Note: Customer Information with the labels is displayed only when the profile option "Show Labels in Search Control" is enabled.

  1. select a plan to view the Future Dated Order .

  2. In Contract Information section, if you are capturing a new contract details, select the New check box against the Contract Number and Order No. fields. By default, the check box is selected.

  3. Select Approve check box to approve the contract .

Note : If the check box is not selected, the order or contract remains pending.

  1. By default, Order Date and Effective Date show the current date. Select the dates, if required.

  2. Select Is Bulk check box if you want to book the order in bulk ( incase of operator/re seller in wholesale scenario for the purpose of resale to the customers).

Note: In such case, hardware association is done for individual services available in the plan. Otherwise, association is done at plan level.

  1. Select the employee from the Salesman Code drop-down.

Note: Salesman code is captured in order to calculate commissions based on the bookings made by a salesman.

  1. Select Issuing Entity from the drop-down. Issuing entity is the operational entity who possesses and issues the hardware items.

  1. In List of Services section, select contract validity from the drop-down. The contract becomes a fixed term contract if contract validity is selected.
    Note:     The contract periods defined in contract period screen are displayed in the drop-down.

  1. In the Billing frequency drop-down, select the billing frequency.

  2. In the No. of Rooms box, type the number of rooms to book the order for multiple rooms.

Note: You can not order a plan for multiple rooms if multi-room price is not defined for the selected plan.

  1. In the No of outlets box,  Enter number of outlets for the product.

  1. Enter Notes, if any.

  1. Click Basic Plans tab, the list of services will be displayed below. Click on plan name to view list of services in Detail View pop-up window. Click Select & Add To Cart or Add To Cart link against a plan to which you want to order. The approximate price is displayed in the Product Price panel.

  1. Click Ala Carte tab, the list of services will be displayed below. Click on plan name to view list of services in Detail View pop-up window. Click Select & Add To Cart or Add To Cart link against a plan to which you want to order. The approximate price is displayed in the Product Price panel.

  1. Click Add On Plans tab. The list of services are displayed below. Click on plan name view plan details in Detail View pop-up window. Click Select & Add To Cart or Add To Cart link against a plan to which you want to order. The approximate price of the selected plans (basic and add on) is displayed in the Product Price panel. The total amount for the selected plans is also displayed.

Note: Product price will vary with any change in the following contract parameters:

  1. Click Hardware tab, the list of hardware details are displayed below. Click on hardware to view hardware details in  Detail View pop-up window. Click Select & Add To Cart or Add To Cart link against a hardware to which you want to order. The approximate price of the selected hardware (including plan price) is displayed in the Product Price panel. The total amount for the selected hardware is also displayed.

Note:

  1. If you have selected any hardware service under a plan then select the View Items check box in Lease Hardware grid to view the hardware items available under the plan.

  1. Enter Serial Numbers against the items Set Up Box or click (magnifying glass symbol) to search for item serial numbers in Issue Item Serial Numbers pop up window. Enter Serial Numbers against the items Smart Card or click (magnifying glass symbol) to search for item serial numbers in Issue Item Serial Numbers pop up window.

  1. If the customer wants to own the hardware, then click Add in Sales Hardware grid to add sales hardware details.

  2. In Sales Hardware grid, select the Item Description from the drop-down.

  3. Enter number of items Quantity.

  4. Select the Plan Name. Enter the Price, Override Price.

  5. Click against Serial Number to search for item serial numbers in Issue Item Serial Numbers pop up window and Click icon/Update button to update the details.

  6. In Customer Hardware Details grid, click Add to add customer hardware details.

  7. Select the Item from the drop-down. Enter the Serial Number and Provisioning attribute and click icon or Update button to update the details.

  1. Click the Save button to book the order. An order number and a contract number are generated automatically against that order. The order details are saved in the system with the status PENDING.

Note: