Exploring SAP Business One, Web Client
Managing Business Partners, Items, and Activities in SAP Business One, Web Client
Handling the Sales Process in SAP Business One, Web Client
Utilizing the Customer Relationship Management (CRM) Functionality
Handling the Purchasing Process in SAP Business One, Web Client
Managing Inventory with SAP Business One, Web Client
Managing the Customer Service Process

Creating a Service Call

Objective

After completing this lesson, you will be able to create and manage a service call to initiate the service process.

The Service Call

A customer purchased a mobile phone from OEC Computers. Three months after their purchase, they call the OEC Computers service line and report an incident with the mobile phone. Brad, a customer service representative, creates a service call. From the service call, OEC Computers can:

  • Manage activities
  • Document actions
  • Handle repairs
  • Link and create invoices or goods movements for service parts
  • Search for solutions
  • Keep track of the service call history
Service call components – General, BP, Solutions & Resolution, Related Documents, History, and Scheduling.

How to Create and Handle a Service Call

In this video, Brad and Donna, two customer service representatives, will show you how they create a new service call and handle the customer complaint.

Summary

The service process involves:

  • Creating a new service call from the Service tab by selecting the customer and entering service details.
  • Assigning the call to the appropriate representative or queue, and updating status as actions are taken.
  • Documenting solutions, repairs, and related expenses directly in the service call record.
  • Tracking and resolving service calls using list views and filters to monitor progress and closure.