General Design Principles
Opportunity is required for every closed sale.
Serial No and Warranty are registered from opportunity.
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 lead, or Opportunity, or Quote to a dealer to work on.
Scenario 2 - Dealer Cash Deal
No need to quote
Register Warranty directly to create an opportunity
Scenario 3 - Dealer Quote
For walk-in customers
Create Quote to create Opportunity.
Register Warranty after a quote is closed
Open Issues
How to scan Serial No. barcode for Warranty???
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