Service order types
The following default values are usually synchronized with your ERP system (for example, the industry solutions TRASER DMS or MaschinenParkOnline) so that all employees can work on one data basis. Should you use TRASER Sales 365 as a stand-alone solution, you must define the default values in the setup area.
In the After Sales area, service contracts and service orders can be viewed and managed. If an ERP system, such as TRASER DMS, is connected to Sales 365, salespeople can gain insights into workshop activities relating to their customers without having to change systems.
If you are using TRASER Sales 365 as a standalone solution, you need to define service order types in the setup area to use these functionalities. To do this, navigate to the After Sales area (1) and select Service Order Types (2) in the sitemap. Then click New (3) and fill in the fields below.
| Column/Field | Description |
|---|---|
| Name | Enter the name of the service order type in this column. (mandatory) |
| Code | In this column, specify the code of the service order type. If possible and available, this should match the relating code in your ERP system. |
| Service | Specify whether this is a service order type of the "Service" area. |
| Rent | Specify whether this is a service order type of the "Rent" area. |
| Warranty | Specify whether this is a service order type of the "Warranty" area. |
| Internal Invoicing | Specify whether this is a service order type of the "Internal Invoicing" area. |