Understanding Pickup Ticket

Businesses dealing with rent, MPS or demo of devices, have to arrange pickups. Pickup is done because the device is not sold and is the property of your company itself. Hence, it is picked up after the work is done or the contract expires. For doing that, pickup tickets need to be created in ERP so that task management is done with ease.

Permissions

Navigate to Settings > User Roles.

Select the employee  you want to give Pickup Ticket Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Enable the permissions Manage All Ticket Creation (Task, Service, Enquiry, Purchase Enquiry, Pickup Task, Toner, Order) or Create Pickup Task, Pickup Register and Manage Pickup Status Master.

Click on Save.

Creating a Pickup Task

Go to Quick Add > Pickup Task.

The Pickup form will open. Enter all the mandatory fields.

Enter the name of the customer. As soon as that is done, the list of items under their name will be listed. 

Check the box against the device which requires pickup. Click on Add.

Enter the name of the person who needs to pick up the device.

Enter other details and click on Save.

Viewing Pickup List

Navigate to the left menu > Operation > Inward Challan.

From the Inward Challan dropdown list, select the option Pickup Management.

The index page will appear showing all the pickup tickets.

Closing the Pickup Task

Navigate to the left menu > Operation > Inward Challan.

From the Inward Challan dropdown list, select the option Pickup Management.

The index page will appear showing all the pickup tickets.

Search for the device and select the Inwarded option from the Status dropdown.

It will be visible in the inventory.