ERP After-Sales Support Module Training

Warranty, service requests, maintenance visits, service contracts and reports.

ERP After-Sales Support Module Training
Intro videoSoon

About this training

Warranty, service requests, maintenance visits, service contracts and reports.

  • Serial Numbers and Warranty
  • Warranty Claim
  • Maintenance Visit
  • Maintenance Schedule
  • Service Requests and Follow-up
  • Service Reports

Training outline 6 lessons

1Serial Numbers and Warranty

1. Define warranty period on the item or serial.
2. On delivery the warranty expiry is calculated.
3. See the warranty end date on the serial.

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2Warranty Claim

1. Register a Warranty Claim with customer and serial.
2. Warranty status is checked automatically.
3. Write the fault and solution, then close the claim.

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3Maintenance Visit

1. Record a Maintenance Visit for the customer.
2. Outcome: completed, partial or none.
3. List items and work done.

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4Maintenance Schedule

1. Create a Maintenance Schedule for sold items.
2. Set frequency (monthly, quarterly).
3. Tasks are generated for the team when due.

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5Service Requests and Follow-up

1. Record the customer's request as an Issue and assign it.
2. Log follow-up and replies.
3. Ask for customer satisfaction after resolution.

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6Service Reports

1. See Warranty Claim and Visit reports.
2. Review the most common faults to improve the product.

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