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Projects

New Deal Project Sale/Rental Process

New Deal Project is a sales process that will create a Project for work to be done and invoiced upon completion. This particular process is designed for a more complex work requirement, with multiple Work Orders for various aspects of the Project. A Project Methodology can also be applied.

• New Deal Sale:
• 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:
• 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 Project
4. Assign 'Walk In' Warranty to Machine (for machine 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
8. Create Invoice from Project
9. Close Project