Same customer buys goods and maintenance
Choose a flow
Situation
A customer buys equipment and signs maintenance.
Recommendation
Two parallel chains on the same CRM Contact: Sales Order for equipment, retainer Service Contract for maintenance.
Why
Goods and services are two execution spaces; each Invoice belongs to one space.
Steps
- Create a Sales Order for the equipment.
- Create a retainer Service Contract for maintenance.
- Invoice each chain separately.
Avoid
- Merge both chains on one Invoice.
Roles & permissions
Service coordinator / Service Management manager.