Restocker App - Servicing and Restocking
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Getting Started
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Managing Client Records and Scheduling Services
- Overview of Managing Records in Restocker.
- How to Find and Access Records
- Managing Account Records
- Managing Contact Records
- Managing Restocking Addresses (Customer Sites)
- Managing Asset Records
- Creating and Managing Services - (Scheduling and Other Details)
- Customer Notifications
- Responding to New Time Request Cases
- Products and Pricing
- Managing Kit Definitions
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Restocking and Servicing - performing a service.
- What is a Service?
- Accessing a Service
- 1. The Servicing Workflow
- 1. Service Assets - Adding and Creating
- 2. Servicing an Asset - Selecting Items, Using the Picklist, Delivering and Completing.
- 3. Additional Sales and Setting Prices
- 4. Completing a Service
- 5. Delivering a Service Report
- Bonus - Sending a Quote/Estimate
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Administering Restocker - For System Admins