Viewing additional costs and RO details

customertrax 1. Handle CRM 1.0, x. Uncategorized

You can view additional costs, open ROs, closed ROs and Parts invoice details from the additional costs tab.

This includes Complaint, Cause, and Correction for EQUIP dealers.

If you are an EQUIP customer and use document archiving, you will be able to click in the invoice number in Handle and display the PDF from your business system.

Organizations all account for expenses in slightly different ways. The additional cost calculation can be configured to include/exclude certain types. For example, when viewing stock units, some organizations do not want to see repair orders that are invoiced with these certain types (e.g. Sundry), because for them these expenses don’t go directly against the unit. This is an organization wide setting that can be defined by contacting support.

customertraxViewing additional costs and RO details