Handle Customer Inquiries

A service management application must interface with a customer request for service. That service request usually is translated into a service order. Microsoft Dynamics NAV provides tools to create an order both directly in response to a customer request or as part of the contract process, if that is how your application is set up.

If needed, you can manage a loaner program for your customers. You can also determine your pricing structure, put service pricing offerings into logical groupings, and create price adjustments.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To	See
Take customer requests for service and turn the requests into service orders.	Receive Customer Inquiries and Requests for Service
Set up a system to provide customers with loaners while their items are under repair.	Set Up Loaner Program
Set up and fine-tune pricing details on service items.	Set Service Pricing

See Also

Other Resources

Loaner Table
Service Order Type Table
Service Price Group Table
Work with Data