Watch the video to explore about how to create a ticket.
Where to create tickets from?
You can create tickets from both POS and Manage tickets.
Here is what you will see at POS:
Here is what you will see at Manage Tickets:
Here is what you will see when you will start creating a ticket:
Important: A ticket can only be created if a service category is attached to it. Service categories can be managed from Settings > Module Configuration > Vertical Management.
Adding the customer details to the ticket
You will be able to see the following popup after clicking on add customer.
Fill in the details for both Contact and Address
Walk-in customers can also be added through self-check-in or manually as shown below.
How to add an item to your ticket?
Click on "Let's Add an Item"
Add an item or a service. You can also type anything and add it as a quick item.
Important: An item added as a quick item will not be added to the inventory. It is only restricted to your ticket.
How to manage items/services in a ticket?
Add details of either item or service.
You can check the history or add notes of the items/products added to the ticket.
You can add price, quantity, tax, discount, or warranty to the ticket.
How to manage assets in a ticket?
You can add the price and other details for the asset.
The due date of the repair can be set along with the task type.
Condition checklist lets you keep a record of the condition of the asset.
You can additional items, e.g. sim, memory card, battery, charger, etc. to the ticket.
You can notify the customer through Email or SMS from the ticket.
The customer's signature can also be added to the ticket.
Ticket Status can be changed from the ticket.
In order to create a ticket, click on "Submit".