If you have sold a service agreement on a serial-number item, Sapera can make certain repairs and parts automatically free (covered) for the customer when the work is added to a sales order - and remind you automatically to call the customer in for the next service.
It is all controlled from a service type that you link to the serial-number item.
You create a service type with the products/services a sold service covers.
You link the service type to the serial-number item.
When the serial-number item is added to a sales order via regarding serial-number item, Sapera suggests the covered products, and they automatically get an action code so they become free for the customer.
The service type's steps can automatically remind you of the next service - e.g. a certain period after the last performed service.
On a service type you find the service products section. Each line describes one piece of covered service:
Main product - the service product itself that you sell (e.g. "Annual service").
Action code - the action code that makes the covered lines free/covered for the end customer. (The action code determines the accounting handling of the line.)
Related products - the extra items/services that are also covered (e.g. blades, filter).
Should apply for main product - whether the main product itself should also get the action code (otherwise only the related products are covered).
Because a main product can be a composed product with related products, Sapera can build a selection box where some things are selected automatically and some the employee decides on.
Example (a robotic mower): For the sold annual service, blades are covered automatically, while the employee can choose whether oil was also used - which is then either covered or invoiced, depending on the setup.
Create the sales order and select the serial-number item in the regarding serial-number item field. (The field may use your own word for serial-number items - e.g. "regarding machine", "regarding caravan" or "regarding motorcycle".)
If the serial-number item is linked to a service type with service products, the service type becomes active on the order, and you can quickly select the covered main product.
When the main product - and the related products - are on the order, the action code is applied automatically, so the lines become free/covered for the customer.
This way you can perform a service where some parts are free for the end customer, because they are covered by the service you originally sold.
Note: For certain action codes you must point to the specific serial-number item the work concerns. Sapera then asks you to select the serial-number item when the action code is applied.
A service type can have one or more service steps that control when the customer should be reminded of service. A step can be triggered, among other things:
a certain period after the last performed service (e.g. 12 months after) - and can repeat,
on a fixed date, yearly or a specific day of the month.
"Last performed service" is set when you mark the serial-number item as serviced. As soon as that is done, the next reminder is calculated from that date. This is how it all connects: you perform and mark the service → Sapera schedules the next reminder automatically.
Want to know more?
Read more in these related articles:
Find serial-number items with the "With sales order" filter and send reminders
Use the item filter to find serial-number items by their sales orders/service in a period - and send SMS or email to the customers found.
Service types
Define service types (templates for service call-out flows) with automatic customer communication via email and SMS, steps with scheduling rules and linked service products.
Serial-number items
A serial-number item is a unique instance of a base product with its own serial number, barcode and registration number. The screen gives an overview of all serial-number items, the ability to create, edit, copy and delete them, as well as access to tabs for costs, financial entries, rental contracts, history, payment plans and attachments.
Action codes
How action codes control e.g. account, VAT and whether a line is covered/free for the customer.
