Enable Dark Mode!
overview-support-package-management-odoo-application.jpg
By: Hajaj Roshan

Overview of the Support Package Management Application

OVERVIEW

Support Package Management is an app for the management of bug-fixing solutions for your system. It enables users to create, manage, optimize, and monitor the entire service request from a centralized application.

App Link: Support Package Management

FEATURES

1. Creation of packages and their configuration.

2. Can sell the same item to different clients, option to reuse templates.

3. Easy to use, similar to Project Management.

WORKFLOW

Install the Application

First of all, we shall install the module of “Members”

Creating Packages

Click on to “Create” button in the dashboard to create a new package, a pop-up screen will appear

overview-support-package-management-odoo-application

Here we have to mention the

* Package Name - Name of the package

* Incident package - Make sure you clicked the checkbox, to create it as an incident package

* Number of Incidents - Maximum number of incident support that is provided

* Maximum Duration - Maximum duration of each incident

* Maximum Package Validity

Create Stages Package

Create the stages of the package.

* Draft

* Ongoing

* Closed

* To Renew, etc.

Update Product Details

           After all the above steps a product with the same name as that of the package will be created automatically. You can verify, and edit the different features of the product from Packages > Incidence Products. Like Price, Tax, etc if needed.

overview-support-package-management-odoo-application

Sell Product

Now next is to sell the product to the client by creating a Sale Order. When the product is sold and a sale order is created. Clients will be shown inside the aspects of the package.

overview-support-package-management-odoo-application

Inside Client Package

      Inside this, you can see everything the same as that in Project > Task. In addition to that, you will be able to understand some fields such as:

* Incidence Used

* Incidence Remaining

* To Renew

* Package Info (Page)

* Number of Incidences

* Incident Duration

* Package Validity

* Start Date

* End Date

Certain of the salient features are -

* Remaining Hours - This is calculated with respect to the incident count remaining.

* Incident count - The incident count used by each record in the timesheet is shown.

overview-support-package-management-odoo-application

Renewal Button

        You will see a To Renew check box, it can be activated manually or automatically which gets activated once the number of incidences or end date is closed. Once activated you can see a red badge in the top right corner and can see a badge in the kanban view. Additionally, a button Renewal Quotation will appear, and using this you can recreate a new sale order.

overview-support-package-management-odoo-application

The incidences package menu of the 1-year package is shown in the below screenshot.

overview-support-package-management-odoo-application

Client:

Next is the client menu, you can see a tree view of all the clients and their operational aspects such as subscriptions, projects, and many other details. For that click on the Client in the main menu.

overview-support-package-management-odoo-application

Reporting:

In reports, you can see a pivot view of all the packages customers and various other aspects of the support packages operations as depicted in the following screenshot with distinctive filtrations tools and options that are available.

overview-support-package-management-odoo-application

Configuration Menu

Here what you can see are 2 sub-menus

* Incident Packages

* Incident Template

Incident Packages

        Next is the Incident Packages menu, you can see a tree view of all the Incident Packages there. To view the menu you need to click on the Configuration > Incident Packages.

overview-support-package-management-odoo-application

Incident Template

    You can create a template for projects from here which will be helpful in the long run.

overview-support-package-management-odoo-application


If you need any assistance in odoo, we are online, please chat with us.




0
Comments



Leave a comment

 
whatsapp
location

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

location

London

Cybrosys Limited
Alpha House,
100 Borough High Street, London,
SE1 1LB, United Kingdom

location

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

location

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message