Associating a Product to an Account
The customer information also needs to hold information on which are the products
that the customer has bought. To assciate a product to an account
- Log in to the SupportCenter Plus application with your user
name and password.
- Click the Accounts tab in the header pane.
- Click Comapny Name in the All Accounts list
view. In the View Account Details page, you will have a products block
where you can associate a product to the account.
- Click Associate Product. The Associate Product
form opens in a pop-up window with the Customer Name in the non-editable
mode.
- Select the product name to be associated to the account from
the Product Name drop down list.
- Enter the Date of sale by selecting the date from
the calender icon
.
- Enter the Warranty Period if it is available.
- Enter the No. of units of the product purchased by
the customer.
- Enter the Unit Price of the product, Discount
provided, and the Tax Rate applied. This will calculate the Net Price
of the product automatically.
- Click Save.
The associated product will get added in the product block.
SupportCenterPlus - Help Desk and Asset Management Software
Copyright © 2005, AdventNet Inc. All Rights Reserved.