[Vtigercrm-developers] Selling Subscription Services

[Sreenivas Kanumuru]

Hi Alan,

On that Sales order where do I record the periods that the two services are
> valid from-to?


Start and end dates for a service could be captured in the Service
Contract. But, currently there is no way to link a Service Contract to the
Sales Order. This is a gap we should address in the product.

Regards,
Sreenivas




On Tue, Mar 20, 2012 at 2:16 AM, Alan Lord (News) <alanslists at gmail.com>wrote:

> Hi all,
>
> I'm having a bit of a hard time getting my head around the way the
> selling of Services/Service Contracts are supposed to work in vtiger.
>
> A scenario:
>
> Our customer creates a new Sales Order. It has two service items on it:
>
> * A Subscription to access their website for a year.
> * Some advertising space on their website for 6 months.
>
> On that Sales order where do I record the periods that the two services
> are valid from-to?
>
> I see that once the Sales Order is saved you can add a "Service
> Contract" to each service item (this just seems like duplicating effort
> to me) but once that is done there is no obvious way to see which
> Service Contract is related to what Line Item or even Sales Order!
>
> I want to be able to set up some workflows that will alert the sales
> team when subscriptions are getting close to their end but this way I
> can't see how it would work.
>
> The alternative, I guess, is to create a separate Sales Order for each
> service and use a couple of custom fields for start & end dates, but
> this seems definitely sub-optimal to me.
>
> Am I being stupid?
>
> Thanks
>
> Al
>
> --
> Libertus Solutions
> http://www.libertus.co.uk
>
> _______________________________________________
> http://www.vtiger.com/
>
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