Create a new SQ template “Parts Needed” and create a sales quote to assign to a “Technician” as the Sales Rep
Update line item ( parts needed) or Notes for the repair services required. Have a quick Custom report to list the Part Needed for the Warehouse Team ( based on above) to either raise POs or Issue from the stock. In SQ itself the stock indicator will display the stock available
On the Ticketing Portal
Option – 1
Logged in Technician will see his/her SQ ( Parts Needed or you can also have another template call ‘Work Order or Service Order’ prior to moving to parts needed)
> Either Technician can complete the work and update SQL as Ready to Bill or COMPLETE (other templates) where the Finance department will process the same for next steps.
Option -2
( In case there is a long duration of above work/repair or service that takes more than 1 week and involves multiple resources inputs / updates on status / value addition (assign and escalate)
Create a ticket / task and link to above SQ ( WO or SO or PN Needed)
> Take the ticket through the completion process and finally assign the same for billing or closure or to update the customer via Ticket #
