Download QAD Customer Relationship Management User Guide

226
User Guide — QAD Customer Relationship Management
Overview
Service contracts define a relationship with the service customer and
multiple end users and items. Typically before a contractual agreement is
signed, a service contract quote is generated. Service contract quotes
specify the cost, terms, and conditions for such things as telephone
support, field repairs, and maintenance.
Maintaining Service Contract Quotes
Use the Service Contract Quotes screen to maintain service contract
quotes. You can define contract header and bill-to details, as well as
information about contract lines, currency and pricing, and so on.
Note If your QAD Customer Relationship Management (QAD CRM)
system is integrated with a QAD ERP application, some service contract
information that displays on the Further Details tab—price list and credit
terms, for example—is shared with the Financials component and is
updated automatically in QAD CRM.
1
Choose Customer Service|Service Contract Quotes. The Service
Contract Quotes browser displays the quotes currently defined in the
system.
2
Right-click the Service Contract Quotes browser and choose Add
from the menu.
Note This menu also contains options for deleting and editing
existing service contract quotes.
Details
Use the Details tab to provide identifying information for a service
contract quote.