An Installation Note can be created when a product/item is being installed or set up at the customer's place.
For example, if you sell a Washing Machine, a service person generally accompanies the delivery to install
the machine at the customer’s place. The service person can create an “Installation Note”, to track the date
and details of the installation.
1. How to create an Installation Note
- Go to: Stock > Serial No and Batch > Installation Note > New.
- Select the customer.
- Select the item and enter the quantity.
- The date and time are set to when the note is created.
- Save and submit.
- Delivery Note
- Delivery Trip