Add service letters to the invoice
When to use this procedure
Use this procedure to associate a service letter or letters with this sale.
Example of use
With each purchase of a sewing machine, you offer free maintenance and classes for the first year. You want to send a reminder letter to customers who purchase sewing machines suggesting they return to the store and have their machine cleaned within that year. To do so, you would use the Letter button on the Sales Invoice window to select your service letter template. When you run the Service Letters report, the letter you selected on the invoice will be generated for the customer.
Note: You must have templates on the Add/Change Word Template Locations window set up with the Auto Generated Code Service Ticket Doc to complete this procedure.
Steps to complete
- On the Sales Invoice window, enter the sales items the customer is purchasing.
- In the Items Sold grid, select the item for which you want to generate a service letter.
- Click Letter. The Service Letters window displays.
- Enter the date you want the service letter to be pulled into a Service Letters report, for example, a date six months from now.
- Select the letter you want to generate for the item.
- Select the type of service for the item.
- Click Add. When you generate service letter reports for time frame that includes the date you entered in step 4, a letter for this customer and item will be automatically generated.
Did you know? You can right-click in the Items Sold grid and select Service Letters to complete this procedure.
