Understanding Toner Ticket

A Managed Print Service (MPS) business looks after the management of all the copier and printer needs as a whole. They require equipment and service provided by a service provider. Along with all the other needs, toner is needed at regular intervals for their work to run smoothly. Through our erp users can log a toner call whenever there is a requirement. 

 

Settings

Navigate to the left menu > Settings > Task.

Under the Task Preferences tab, enter the name of the Toner Ticket Assignee.

Click on Update.

Note: if the toner  call is logged from the client portal ticket will be assigned to this assignee.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Toner 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 Toner Ticket, Manage Request Toner Report and Show Request Toner Hierarchy.

Click on Save.

 

Logging a Toner Call

Go to Quick Add > Request Toner.

The Request Toner form will open. Enter all the mandatory fields.

In the Add Details pop up window, all the information regarding the company, the printer and the contract details will be displayed.

After entering the details, click on Save.

 

Checking the Pending Toner Orders

To check the number of toner orders yet to be executed,

Navigate to the left menu > CRM Sales > Sales Order.

In the Sales Order dropdown, select the Pending Toner Order option. All the pending orders will be displayed.

If it is managed serial number wise, enter the serial number and if it is managed quantity wise, enter the quantity.

Note: If the serial number or quantity is in stock, it will appear. If it is not, then the system will give an error.

Click on Save. The challan will be made followed by delivery.

Hence, the quantity of the toner and the status can be tracked here. This helps in ticket management which inturn helps in task management.