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{{Materials}} | {{Materials}} | ||
{{Tuto Step | {{Tuto Step | ||
− | |Step_Title=<translate></translate> | + | |Step_Title=<translate>Putting a customer’s machines “on stop” or “on hold”</translate> |
− | |Step_Content=<translate></translate> | + | |Step_Content=<translate># Open the Machines board |
+ | # In the “Search / Filter Board” oval box at the top left, Filter by the customer name (just a few letters are needed) | ||
+ | # Click on the “Service Contract” column | ||
+ | # Type “General” and then select “General On Stop” or “General On Hold” | ||
+ | |||
+ | |||
+ | Repeat for each machine this applies to (some machines may be under warranty)</translate> | ||
+ | }} | ||
+ | {{Tuto Step | ||
+ | |Step_Title=<translate>2. Putting a customer’s machines back onto contract following “on stop” or “on hold”</translate> | ||
+ | |Step_Content=<translate># Open the Machines board | ||
+ | # In the “Search / Filter Board” oval box at the top left, Filter by the customer name (just a few letters are needed) | ||
+ | # Click on the “Service Contract” column | ||
+ | # Type a few letters of the customer name and then select the appropriate existing contract</translate> | ||
}} | }} | ||
{{Notes}} | {{Notes}} | ||
{{PageLang | {{PageLang | ||
+ | |Language=en | ||
|SourceLanguage=none | |SourceLanguage=none | ||
|IsTranslation=0 | |IsTranslation=0 | ||
− | |||
}} | }} | ||
{{Tuto Status | {{Tuto Status | ||
|Complete=Draft | |Complete=Draft | ||
}} | }} |
Correct process for placing a customer on stop
Auteur Gareth Green | Dernière modification 9/09/2019 par Gareth Green en cours de rédaction ⧼frevu-button-review-label⧽
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Correct process for placing a customer on stop
Monday, On Stop, Customer, Contract
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
Repeat for each machine this applies to (some machines may be under warranty)
en none 0 Draft
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