[Vtigercrm-developers] Service Contracts
davidv.net at gmail.com
Thu Nov 13 13:03:36 PST 2008
We sell space on our servers and we charge our customers monthly.
Do you think we could you use this system to automaticaly make an invoice
each month for each account based on how much space they currently use ?
We already have a cron that updates a custom field in Accounts with the
space used by each account.
Let's say customer A has 5Gig this month, and customer B has 7Gig.
Let's say we already have a product called "Giga Byte".
Will we be able to use the information in our custom field as the quantity
in the invoice ?
So we the system would make an invoice for customer A with 5 * "Giga Byte"
and another invoice for customer B with 7 * "Giga Byte"
Thank you for all the work you guys are doing and for this great CRM.
On Thu, Nov 13, 2008 at 3:24 PM, quentusrex <quentusrex at gmail.com> wrote:
> I think they are both a great idea. For the Recurring Invoice feature,
> also add quarterly. I would say that the focus should be on the
> recurring invoice feature over the Service Contract feature.
> On Thu, 2008-11-13 at 23:42 +0530, Sreenivas Kanumuru wrote:
> > Hi vtigers,
> > As we mentioned earlier, we will be supporting non-stockable
> > (services) and stockable items (physical items) under Inventory
> > products module. To take our new love for services further, we will be
> > supporting Recurring Invoices and Service Contracts. We see these as
> > two different things. Let me explain:
> > * Recurring Invoices: Invoices will be created automatically at
> > the configured frequency. To support Recurring invoices, we
> > plan to add a new section in the Sales Order to capture
> > * Start and End period
> > * Frequency (yearly, monthly)
> > * Service Contracts: Helps track professional and support
> > service agreements. Service contracts are done at an item
> > level in the Invoice. A Service contract could have the
> > following fields.
> > * associated with Account
> > * Start Date, End Date, Tracking Unit [Hours, Days,
> > Incidents], Total Units, Available Units. (ex: our
> > Level 2 Support for small client is restricted to 4
> > tickets)
> > * is linked to Trouble ticket module. Each trouble
> > ticket closed should automatically decrement the
> > counter or the available hours.
> > * alert the client when limit is getting close.
> > * We can provide a button for each service line item in
> > an invoice to create a service contract.
> > Before moving ahead, we would like to hear from you.
> > * Is Service contracts module useful?
> > * Do you have any suggestions to improve upon the above defined
> > capability in Service Contracts?
> > We are wary of the Service Contracts exploding into a major piece of
> > work, for example to help with SLA compliance..etc. We would like to
> > keep this to a limited scope for now.
> > Please share your feedback.
> > thanks,
> > Sreenivas
> > _______________________________________________
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