Understanding Visit Service Charge Quotation

Sometimes the clients come for services of their equipment that are not under warranty. In that case, the technicians will need to visit your customer to resolve an issue. For that, there are some charges that are applicable per visit, this is called a visit charge quotation. 

 

Settings

Navigate to Settings > Sales.

Under the Quotation Preferences tab, check the box Visit Charge Quotation.

Click on Update.

 

Creating Visit Charge Quotation

Navigate to Left Menu > CRM Sales > Quotation.

Click on the plus button and select the Visit Charge dropdown option.

Fill in all the details in the Visit Charge Quotation form that opens.

Select the products from the product list under the Add Product dropdown option.

Click on Save.

 

Viewing Visit Charge Quotation

Navigate to Left Menu > CRM Sales > Quotation.

Click on the Visit Charge Quotation No. which you want to view under the Quotations tab.

On the right hand side of the Quotation Proposal page there are eight buttons which are used for the following:

Edit: This button is used to edit the form if any changes need to be made.

Copy : This button is used to copy the quotation to create a new quotation for other customers.

Accept : This button is clicked to indicate acceptance of the quotation.

Reject : This button is clicked to reject/ non acceptance of  the quotation.

Send Mail : This button is used to directly mail the form to the customer.

Print : This prints the form for physical mailing/ storage purposes.

Back : This button takes the page to the quotation page.

Proforma : A proforma invoice is a preliminary bill of sale sent by a seller to a buyer in advance of a shipment or delivery of goods or services.

Notes:  If a spare part is involved, there is a separate charge for it.