How to add or upload AMC Products in Contract?

 

In this video, you’ll learn how to upload products into a customer’s AMC contract once the contract has been created.

For example, if a customer has an AMC contract but mentions they have 10 laptops not yet covered, you’ll need to upload or add the serial numbers of those laptops.

To begin, go to CRM Sales and click on Customer.
The customer listing page will open. Right-click on the customer whose AMC contract is already made and select Contract.
Once opened, you’ll see the dashboard, PI, profit, lead, and quotation details. Under contracts, the AMC will be listed for example, Contract No. 4740.

Click on the three dots and then select All Products to view all devices already linked to that contract.
To add a new product first click the plus icon on the right hand side.
Enter the contract number, model number and serial number.
Select the branch, department, contact and billing effective date if needed. Click Save to add the device.

This process can be repeated to add multiple products one by one.
Alternatively, you can upload products in bulk by clicking on the three dots → Import option.
Enter the contract number, download the sample file, fill in the details, and upload it back. All serial numbers will now appear in the system.

If the customer doesn’t provide serial numbers, temporary ones can be generated. These can be printed as barcodes with the company logo, support number, and product details, to be tagged by technicians for future tracking.

Since AMC operations rely entirely on serial numbers, make sure each device is properly tagged.
This ensures accurate service tracking, billing, and support management for every asset under AMC.