How to create Visit Charge Proposal

 

Creating a Visit Charge Proposal with AntMyERP

AntMyERP makes it simple to generate and share visit charge proposals for customers whose devices are not under contract but still require service support.

To begin, go to CRM Sales on the left-hand menu, then open Quotation and click the plus (+) icon on the right. Select Visit Charge and the visit charge form will appear.

Enter the company name, branch, address, and location. If the customer already exists in the system, AntMyERP will automatically fill in details like branch, address and proposal ID.

Next, select the customer branch, quotation date, and payment mode (cash, cheque, or NEFT). Set it as non-comprehensive, since visit charges cover the engineer’s time and travel for attending the call.

If spare parts are needed, separate charges can be added. Choose applicable tax, enter the credit period, and select the billing type like daily, weekly or monthly. Add any reporting tags, select a favorite quotation if applicable and define the billing day.

Enter the visit charge amount per item (for example, laptop service), click plus (+) to add more items and input terms and conditions from the master. Add the annexure then save the proposal.

Once saved, it’s stored in the database. You can search it later by choosing Visit Charge under quotation type and opening the quotation number. Finally, send the proposal directly to the customer via email.

With AntMyERP, creating and managing visit charge proposals is quick, organized and professional.