Hello all, we are evaluating ERPnext for one of our clients as a Sales/Service management solution. They deal with distributing Industrial machinery/equipment like Air Compressors, Air Dryers, Air Filters, etc., They manage sales as well as servicing the sold equipment which includes after-sales services like
- Commissioning the machinery
- Service Tickets
- Parts Replacement
- Once a delivery order is confirmed a commissioning order is generated and assigned to a field engineer. The engineer visits and installs the equipment.
- After the commissioning is completed, warranty visits are generated according to the warranty period.
- Customers can also take AMC for out of warranty or already commissioned products. Tasks assigned to engineers according to no. of AMC years and visits per year.
- Customers can raise complaints about any issues and can select if the machinery is under warranty/ under the AMC through the portal.
- Service engineers visit the site and perform maintenance/repairs and requests for parts. Customers are quoted accordingly.
How can we achieve these functionalities in ERPNext? Most of the organizations in this field follow this exact or similar workflow. I am thinking of creating a Project with linking the product sold and commissioning task for it, later we can link AMC, Warranty to it. Suggestions are welcomed to make this useful for all.