Monday - Putting Customer Machines On Stop

Correct process for placing a customer on stop

Difficulté

Very easy Très facile

Durée

1 minute(s) minute(s)

Monday, On Stop, Customer, Contract

Introduction

It is important that everyone does this the same way or confusion and frustration will follow.

It is also important to understand how the relationship between a Machine and it’s contract works

• Each machine on the “Machine” board needs to link to a “Contract” on the “Service Contracts” board
• This allows multiple Machines to have the same “Contract” – eg Customade group contract
• The “Contract” is the electronic version or equivalent to the bit of paper that the customer has signed, and contains the start and end dates, etc
• For machines that have no contract, I have set up some other “General” contract types. These General Types are not machine specific –
  • PAYG – General Pay as you go
  • OnStop – Customer is on stop and nothing should be supplied
  • AskFirst – Ask KG or management first before supplying goods and services
  • Proforma – Payment required before supply of goods and services
  • PreDelivery – Before warranty starts

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