Service Manager
Managing Agreement Items
Sales > Managing Agreements > Managing Agreement Items

ALSO SEE How to: Add Items to an Agreement as that is missing some details

Explain details, how it gets invoiced and affects other areas

What can you do i.e. increase but not decrease the quantity - link to cancelling an item

 

Delete an item - should this not be on cancellation only? Can;t do if allocated to a route

Hold/Unhold and item

Amend an item

 

Details

   Is rented - where used

  Double Issue - where used

  Seasonal Frequency - where used

  Is Invoiced - where used

   Tube no - where used - reports, actions

   Special Instructions - where used

   Active From

   Active To

Sub Contracted

   Missing everything -

Allocations

Installations

 what doe sit display

Deliveries

 what does it display

 add links

what does it display

Cancellations

 what is it

History

   what is recorded

To Add:

 

Amend an item

Cancel an item > can be a link