Manage Sale Order With Helpdesk | Manage Helpdesk With Sale Orderby Softhealer Technologies https://www.softhealer.com
• Invoicing (account)
|Lines of code||7920|
|Also available in version||v 12.0 v 14.0 v 16.0 v 15.0|
Manage Sale Order With Helpdesk
If your company provides prepaid support services, meaning that the authorized user accepts responsibility for payment of the charges for use of the company's service. You can do that with this module. This module allows your helpdesk team to generate a quotation/sale order directly from the helpdesk ticket vice versa they can generate a helpdesk ticket from the sale order/quotation. It helps to provide resulting in faster responses to your customer needs. You can easily manage products in tickets and display products in the ticket PDF report.
Tick security group "Sale Helpdesk Ticket" to generate a quotation/sale order directly from the helpdesk ticket as well generate a helpdesk ticket from the sale order/quotation.
"Helpdesk Ticket" form view, press the "Create Sale Order" button to create a quotation/sale order directly from the helpdesk ticket.
After that one wizard opens, select customer, products, and fill other details then press the "Save" button.
Now, from the ticket, you can see generated sale orders of that ticket using the "sales" smart button.
So, from that sale order, you can see tickets of that sale order/quotation using the "Tickets" smart button.
You can create a helpdesk ticket from the sale order/quotation using the "Create Ticket" button.
After that one wizard opens, fill the details and save it.
"Helpdesk Ticket" created.
You can see tickets of that sale order/quotation using the "Tickets" smart button.
It opens tickets Kanban view.
Created ticket form view looks like this.
You can filter tickets sale order wise.
You can filter sale order ticket wise.
Goto user config setting, Enable 'Manage Products'.
You can select products for each ticket.
Ticket PDF report with the products.
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