In order to implement the tracking of assets effectively within the CRM, it's recommended that a custom Assets module is created that allows for the allocation of products with serial numbers to clients at the invoicing stage. It's recommended that a one to many relationship be created against the invoice and assets module and the client and assets module, so that a user can create multiple assets against a particular invoice and client as part of creating that invoice.
- A client elects to purchased product A \& B
- An invoice is raised for the two products and sent to the client from within the CRM
- An asset record is created against the invoice for each product that defines the serial number of each of those products.
The result of the above process is that the system now has a record of each asset sold to each client and the related invoice. In the case of a product return or service job, these jobs can be created directly against the asset with the associated serial number, allowing for:
- Improved ability to identify trouble products that continue to have returns.
- Ability to easily see past service history for a particular product in order to better assess a course of action.
