Field service, supplies and delivery: written steps

Who does this: Technicians, dispatchers and warehouse staff

Service reports, supply orders, replenishment and signed deliveries are everyday work, and each should take just a few clicks.

This training covers

1. Sending the field service report
2. Stock per warehouse in Replenishment
3. Signing a delivery
4. Supply orders for several machines

Before you start

• The report goes to the customer as a PDF.
• The signed ticket is filed on the delivery.
• Select several machines to order their supplies together.

Field service, supplies and delivery

1. On the task, click Send Report.
2. PDF attached, customer addressed; Send.
3. The chatter keeps the email and report.
4. Inventory > Operations > Replenishment.
5. A quantity column per warehouse.
6. On the delivery, click Sign.
7. Sign, then Adopt & Sign.
8. Signed delivery ticket in the chatter.
9. Delivery and acceptance wording, signature, date.
10. Select machines, Create Supply Order.
11. Tick the consumables.
12. Supply quotation with the ticked items.

What you just did

• Sent a field service report
• Checked stock per warehouse
• Signed a delivery
• Created one supply order for several machines

That's field service, supplies and delivery. Next up, Chapter 13: commission achievements.