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Complaints
Web modules > Sales rep access > Complaints

Complaints about commissioned, delivered and calculated project items can be initiated and processed via web access.

 

A complaint is started via the original document, e.g. an order confirmation.

The item(s) to be complained about is/are marked and the "Complaint" button is pressed.

 

Complaint about an order item

Complaint about an order item

 

A new complaint document is created that contains the data taken from the order and the item complained about.

In the additional "Issue" tab, the details of the complaint can be recorded and saved.

 

Complaint details

Complaint details

 

A list view of all complaints can be displayed via the Complaints item in the main menu.

 

Complaints list view

Complaints list view

 

In the original document, items complained about are marked with a corresponding icon after the item number.

 

Marked complained position

Marked complained position

 

The structure and content of the web views can be designed individually.

In addition to the standard fields, further individual and/or user fields can be displayed.