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Sales

New Deal Call Sale / Rental Process

New Deal Call

New Deal Call is a sales process that will create a Call for work to be done and invoiced upon completion. This is designed for a single sale without a complicated work requirement, such as a new equipment installation.

• This is a sale to the client (or via a finance house) where the item(s) become the customer's property.
• Serialised items will become Customer Assets.
• The part request is automatically logged against the 'Stock Warehouse'.
• An invoice must be raised for all 'billable' items.

New Deal Rental

• This is a rental to a client where the item remains the company property.
• Serialised items will remain or be converted to Internal Assets.
• Enforces Internal Assets are issued to the customer in order to link to a contract, but will still remain the company's property.
• The part request is automatically logged against the 'Asset Warehouse'.
• An invoice cannot be raised against internal assets, but can be raised for any other 'billable' items logged on the call   e.g. time and expenses.

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1. Create a Quote (optional)
2. Create an Order
3. Create New Deal (this creates a Call)
4. Assign 'Walk In' Warranty to Machine (for item sale only)
5. Requests:
   1. Request Parts (parts added to Sales Order will automatically be requested)
   2. Part Request Authorisation
   3. Issue Stock/Issue Asset
6. Services:
   1. Request Services (e.g. Customer machine repair by Supplier)
   2. Service Requisition Cycle
7. Update Call Costs:
   1. Log Labour Time
   2. Log Expenses
   3. Log Travel
   4. Update Meter Reading (if not logged at Call creation)
8. Create Invoice from Call
9. Close Call