Hello again everyone, long time since I last visited
I am working on a new project in my company to integrate ERPNext to do some tasks as the following workflows:
Case 1:
- Customer service in my company will send an email to ERPNext to request a feature or report a problem.
- This problem or feature will be then converted to task or research project (research in the meaning of the efficiency of this request to us) depending on the request.
- The project or task will need to have some expenses and ETA to be completed, then take the regular workflow.
Case 2:
- Customer service will send an email to report a problem with a partner.
- The request will be added as a task to investigate.
- In case the investigation was in our favor, the task should issue an invoice to our partner for them to pay with the details of the task.
- Partner should go to our backend and accept the invoice to be paid with a receipt number or invoice number from their end.
My questions in here are:
Which industry is most suitable for my cases? Is it services?
Is it possible to convert support ticket to be a task/project?
Is it possible to convert support ticket to be an invoice?
Would I need to do any actually development for this to work?
I know the questions are simple and sort of dull but I have to ask
Thanks