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SKU: 2183-0 Categories:

Recorded Jan. 2014
Trainer: Rahul Karadi

RFMS core includes a claims software tracking module that allows a claim can be established and the tracking of claim material, labor and overhead costs to be captured and billed to a vendor, installer or customer. This separate tracking keeps claims separate from sales orders and easier to report/track.

The key features to be covered include:

  • • Establish a claim, apply credits
  • • Create service lines to track progress of claim and ensure consistency (optional)
  • • Procure and receive replacement inventory
  • • Produce installer work orders for reinstallation of materials
  • • Track returned merchandise and analyze trends by installer, product category, vendor, etc.

Description

Recorded Jan. 2014
Trainer: Rahul Karadi

RFMS core includes a claims software tracking module that allows a claim can be established and the tracking of claim material, labor and overhead costs to be captured and billed to a vendor, installer or customer. This separate tracking keeps claims separate from sales orders and easier to report/track.

The key features to be covered include:

  • • Establish a claim, apply credits
  • • Create service lines to track progress of claim and ensure consistency (optional)
  • • Procure and receive replacement inventory
  • • Produce installer work orders for reinstallation of materials
  • • Track returned merchandise and analyze trends by installer, product category, vendor, etc.