How to create Quotation?
- Click on Sales ➜ AMC ➜New AMC.
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- Click on Is Generate Contract Now. Select the AMC Item, change price if necessary.
- Mention no of Service for AMC.
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- Print or Preview AMC Contract
- Generate Bill of AMC by clicking Convert to Bill
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How to assign AMC Routine Service?
- Click on Service Manager ➜Services Schedule.
- Double click on the cell against AMC. It will generate pop up to enter date and select assign to and click Set.
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Configure AMC Routine Service Settings
- Click on Settings➜ AMC Service Settings.
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How to Manage Maintenance Routine Services
- Click on Sales ➜ AMC ➜AMC ID.
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How to Generate Bill Against One AMC
- Click on Sales➜ AMC ➜ AMC ID .
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How to Add Item In One AMC
- Click on Sales ➜ AMC ➜ AMC ID .
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How to Add AMC type With different terms & condition ?
- Click on Sales ➜ AMC ➜ AMC ID ➜ Edit AMC.
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Click on (+) icon
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Click on pencil icon
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For elevator business Category
1. How to Add Lift Master
- Click on Lifts ➜ Creat Lift.
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2. How to add Customer Lift
- Click on Sales ➜ Customers ➜ Cusomer_id ➜ Add Lifts .
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3. How to take customer lift in AMC
- Click on Sales > ➜ Customers ➜ Click On one of Cusomer id ➜ New AMC.
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- All customer lift is coming here while creating new amc. if you delete one the lift from this NEW Amc page , it will not consider in AMC contract.
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