Overview of Managing Records in Restocker.
In the Restocker App, 'Managing' refers to any tasks that happen outside of performing a service.
These include things like updating accounts, creating or updating records and even scheduling service jobs.
The Restocker App has been designed to minimize the amount of non-servicing related information shown when viewing records inside of Salesforce.
There are also tools that have been created to assist service managers with keeping record information clean, correct and compliant.
While managing in Restocker you will:
- Create and update Account and Contact records
- Create and update Account Site records (Restocking Addresses)
- Create and update Asset records (e.g. First Aid Kits and AED units)
- Manage and Schedule Service Jobs
- Create Kit Definitions for clients
- Create and view reports about restocking jobs and clients.