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

  1. Log in to the SupportCenter Plus application with your user name and password.
  2. Click the Accounts tab in the header pane.
  3. 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.
  4. Click Associate Product. The Associate Product form opens in a pop-up window with the Customer Name in the non-editable mode.
  5. Select the product name to be associated to the account from the Product Name drop down list.
  6. Enter the Date of sale by selecting the date from the calender icon.
  7. Enter the Warranty Period if it is available.
  8. Enter the No. of units of the product purchased by the customer.
  9. Enter the Unit Price of the product, Discount provided, and the Tax Rate applied. This will calculate the Net Price of the product automatically.
  10. Click Save.

The associated product will get added in the product block.



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