Have a questions about CRM, QM and SD.
- CRM: Products, Services - exactly what for?
- SD: Materials - exactly what for?
- QM: Items - exactly what for?
- What for items separated and not synchronized?
- CRM: we have forwarded your information request
- SD: more information can be found at: https://help.comodo.com/topic-289-1-625-10570-Managing-Materials-and-Expense-Items.html
- QM Items: more information can be found at: https://help.comodo.com/topic-289-1-778-10463-Managing-Items.html
- Please provide additional details about your question.
2.3. What if for ticket resolve we need materials and inventory items? How we can generate invoice? At SD? At QM?
Hello @Sergey ,
The cost reports are explained here: https://help.comodo.com/topic-289-1-625-7845-Cost-Reports.html
Please take a few moments to access the link because it is pretty self-explanatory. If anything is unclear, please let us know.
How to generate bill-list (overall cost materials + inventory)?
If we will add material cost at SD module - we can’t generate Quote for ticket. If we use QM - we can’t generate quote with materials cost from SD module.
Unfortunately this will have to be done separately, you will need to create quotas with the items listed in the report. You can use the import function for .csv files to speed up the process:
https://help.comodo.com/topic-289-1-778-10674-Adding-Bulk-Items.html
This is not useful