| Table of Contents |
|---|
| Drawio | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
Opportunity is required for every closed End User sale.
Serial No and Warranty are registered from opportunity. must be registered against opportunities.
Warranty Registration must be registered against a Serial No.
Scenario 1 - Inside Sales Lead
Inside Sales can work on the Lead, to Opportunity, and then to Quote.
Inside Sales can decide to turn the leadLead, or Opportunity, or Quote to a dealer to work on.
...
No need to quote
Register Warranty directly on Serial No. to create an opportunity
Scenario 3 - Dealer Quote
For walk-in customers
Create Quote Must create an opportunity first to create Opportunity.quotes
Register Warranty after a quote is closed
Open Issues
...
Objects for PRM
Lead
Account/Contacts
Opportunity/Lines
Quote/Lines
Serial No./Serial No. Ledger Entry
Dealer inventory using Serial No.
No part inventory
Case (Serial No.) = Warranty Ticket
Warrant Ticket Line
Capture part usage
Approvers must have access to both CRM and GFERP licenses.
Warranty (based on Opportunity)
GoldFinch Sales Order/Lines
GoldFinch Whse Shipments/Lines