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Create new upgrade for existing customer |
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Upgrade type |
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Normal upgrade |
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Upgrade + migration |
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Upgrade + shifting |
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Upgrade + shifting + migration |
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Upgrade at same cost |
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Upgrade at lesser cost |
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Enter upgrade product or service details |
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Mention upgrade in-effective date |
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View Upgrade entry branch wise |
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Auto email of Upgrade send to BSO for feasibility check |
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Check up of technical details installation branch wise |
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Same Order entry of lead with 4 steps |
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CAF details |
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Product, pricing, billing cycle, hardware details |
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Payment details |
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Customer Document attachment details |
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Enter in Upgrade Approval matrix |
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Upgraded Order will auto generate Debit or Credit note according to pricing difference in billing |
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REPORTS |
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Branch wise reports |
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Pending Upgrade report |
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Upgrade Approved report |
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