FAQs related to Asset Management.
Active Devices
Q1. How do I view customer device data in the ERP system?
To access and view Customer Device Data in the ERP system, follow these simple steps:
1. Login: Start by logging in to your ERP system using your unique credentials.
2. Navigate to Customer Data:
• From the Left Menu, go to “CRM Sales” and select “Customer.”
• Search for the desired customer by entering their name in the search field.
• Click on the “Edit” button next to the customer’s name.
• In the customer’s profile, navigate to the “Active Products” section to view the contracted products associated with the client.
3. Alternative Method:
From the Left Menu, navigate to “Assets Management” and select “Active Device.”
In the “Active Device” section, you can search for the customer by name to find all the
contracted products related to that customer.
Search or Filter (if needed):
If the customer has multiple devices linked to their account, use the search or filter options to quickly locate a particular device or group of devices.
Warranty Management
Q1. How do I check the warranty period for a product using its serial number?
To search for the warranty period associated with a serial number, follow these steps:
Login: Log in to your ERP system with your credentials.
Navigate to Search: Once logged in, go to “Assets Management” in the left menu, then click on “Warranty,” and select “Search Sr. No. Warranty” from the options.
Enter Serial Number: Locate the search bar or filter option and enter the serial number of the product you want to check the warranty for.
Initiate Search: Initiate the search or filter process to retrieve information related to the entered serial number.
View Warranty Details: Once the search is complete, the ERP system should display relevant information about the product, including its Product Category, Product, Purchase From, Purchase Order No., Vendor Invoice No., Inward Challan No., Company, Location, Customer Warranty Date, and Vendor Warranty Date.
Verify Results: Double-check the displayed warranty information to ensure it matches the product and serial number you are interested in.
Note: If you encounter any issues or cannot find the warranty information for a specific serial number, please reach out to the appropriate department or contact our customer support for further assistance.
By specifying the exact steps and fields involved in the process, users will have a better understanding of how to perform the task successfully.