Installation Note
Introduction
An Installation Note can be created when a product/item is being installed or set up at the Customer's place.
For example, if you sell an Air Conditioner, a service person generally accompanies the delivery to install the Air Conditioner at the customer's place. The service person can create an “Installation Note”, to track the date and details of the installation.
To access the Installation Note list, go to: > Home > Stock.
Then under the Serial No and Batch Section click on the Installation Note shortcut. That should take you to the Installation Note List View Screen.
Click on the Add Installation Note button. That should take you to the New Installation Note Creation screen.
Fill in the required information including the mandatory fields and then click the Save button to create an Installation Note.
1. Steps to create an Installation Note
An Installation Note is usually created from a Delivery Note. You can also create it manually and click on the 'From Delivery Note' button to fetch details from a selected Delivery Note.
Go to the Installation Note list, click on New.
The Customer, Item, and quantity will be fetched from the Delivery Note.
The date and time are set to when the note is created.
Save and submit.
Any additional remarks about the installation can be added. If the Item is serialized, the serial numbers can be added in the Items table.
