VISION ERP – Training

VSM

Once Driver or tech has resolved their requests in their handheld, the CSRs have to complete the request in the office.

Got to VSM main page a click on “Menu” and under “Favorites” choose “Request Tracking”.

  And Then “filter”

The list of resolved tickets will appear and CSR will need to complete them. 

Choose which request to work on.

Delivery

For delivery requests make sure that product delivered is correct by check the “Parts” tab and then the “Charges” tab for bottle deposits, delivery fee, etc.

• If all charges are correct, go to “Service and Billing” to close the CBD.  Please note that a CBD was automatically created when driver resolved ticket on the field, but if any changes have been made by the CSR after request has been resolved by driver, CBD needs to be deleted and a new one created.

• Double click on the CBD to review and close it.

• Return to “Main Information” tab of the request and copy the NS sales order associated to this request.
• Copy the SO# and Paste it in NS.

Go to NS.  Refer to SOP 382.

Service and Installation

If all charges are correct, go to “Service and Billing” to close the CBD.  Please note that a CBD was automatically created when driver resolved ticket on the field, but if any changes have been made by the CSR after request has been resolved by Tech, CBD needs to be deleted and a new one created.

All other steps are the same as the delivery to close CBD and copy SO to Netsuite to complete invoice.