[Vtigercrm-developers] Selling Subscription Services

[Sreenivas Kanumuru]

Alan,

I responded below.

On Wed, Mar 21, 2012 at 1:29 AM, Alan Lord (News) <alanslists at gmail.com>wrote:

> On 20/03/12 22:45, Sreenivas Kanumuru wrote:
> > 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.
>
> Thanks Sreenivas,
>
> I'm not sure that adding another layer to the line item (a service
> contract) is the best way - it seems to be unnecessary and just extra
> mouse clicks to a user.
>

You are right. Service Contract might be too heavy for just tracking a
couple of fields (start and end date). But, if you want to track more
details about the service (example, tickets or tasks related to the
service) then creating a Contract might be better.


> Personally, I think the "right" way would be to provide the admin user a
> way to be able to choose some number of custom fields (of whatever type)
> they have added to a product/service module to be displayed *in* the
> line item block of the Quote/SO/PO/Invoice etc... (I'm visualising this
> in the same way the description box is presented now.
>

This is nice feature to have (show custom fields in line items). We are
beginning work on major UI changes which we hope to release as part of
vtiger 6 in July/Aug timeframe. We'll review to see if this feature can be
included as part of the release.

We'll share more details on the vtiger 6 plans in April, after the 5.4 is
released.

Regards,
Sreenivas
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