Installation Note
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 Noteâ€, to track the date and details of the installation.
To access the Installation Note list, go to:
++Home > Stock > Serial No and Batch > Installation Note++
| 1. How 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.
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Go to the Installation Note list, click on New.
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The Customer, Item, and quantity will be fetched from the Delivery Note.
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The date and time are set to when the note is created.
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Save and submit.
Any additional remarks about the installation can be added. If the Item is serialized, the serial numbers can be added in Items table.
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