The client details page gathers informations about the entire relationship with one client and gives access to the client's complete history.

In the "Maintenace" section, you have direct access to the client's latest maintenance alert and the client's complete history (all alerts, all interventions, all contracts). In this section you can also add new events (add alert, add intervention, add contract)

You can also consult the systems and equipment list, in the client's full details page.

In the lower section of the client's details page, you can see the complete list of the client's systems and equipments.

For each entry, the list contains:

Using the "Edit system" button, you can edit the registered systems.

In the "Edit system" page, you can register each system's component, to always have the up-to-date configuration.

The"Available equipment" dropdown list contains all the registered equipments that are not connected to a certain client. To add a new equipment to a system, select the correct entry in the list and mark the "Add available equipment" checkbox. After saving the changes, the selected equipment will be registered as a part of the specific system. This option is useful when it is necessary to move a certain equipment from one client to another.

The "Product(new equipment)" list contains all the products in the database marked as equipment, arranged by code and name.

To add a new equipment to the system, select the entry in the dropdown list and check the "Add new equipment" checkbox, then save your changes.

In this page you also have the option of removing an equipment from a system. This operation does not cancel the previous registered documents, it only removes the equipment from the client's list.

When registering a new order or commercial contract in Solis, an installation alert can be generated, if the product list contains equipments (the "Installation alert" button - lower right). The alert will be available for the technical team, to schedule the intervention.

The alert will be associated to the specific client and with the list of equipments that need installation.

The main page of the "Service" module can be accessed using the "Service" button in the main Solis menu.

You can consult the general registers for the maintenance activity: repairs register, equipment maintenance register, maintenance planning and installation planning. For each register, you have specific ctiteria for data mining. Each search generates a pdf document with the details you need.

In the secondary menu, you have general search options for information about the equiment maintenance acivity: alerts, intervention, contracts, equipments, clients, products and parts, visits.

If a client's details page offers information about the specific client, the module's main page gives access to information about the whole service activity.

For the module to offer complete support of the service activity, the products that need maintenance must be properly marked from the beginning.

If the products were not correctly registered in the database, they can be edited in the administration section.

After reaching the product's details page, mark one of the following options, by the case: equipment, spare part, third party product.

The "third party product" is used when a product that was not provided by your company makes the object of a maintenance equipment.

The equipment type products can be associated to a list of spare parts. The spare parts must be properly marked in the product administration page.

The spare parts list of an equipment can be edited, by adding or removint products based on product codes.

The spare parts price is calculated by the same formula as the sale price for the rest of the products. It can be accessed form the "Service" section, "Products and parts" button.

To add a list of spare parts to an equipment, you must reach the equipment's "Admin product" page and click the "[SPAREPARTS]" link (lower left).

Fill in the product code of the spare part and after the "Add spare part" checkbox is marked, save your chenges. The spare part will be added to the list, the system displays the product's name and new line to add the second spare part.

You can also remove a spare part from the list, using the button on the last column of the table.

The search page contains various filtering criteria. You can apply several criteria simultaneously.

The search returns a list of equipments, with general informations: client code, client name, product code, product name, equipment serial number, equipment status.

The details page of an equipment containsthe following information: the equipment's serial number, status, the adding date, the installation date, the warranty expiring date, observations.

These informations can be edited (The "Edit" option in the secondary menu).

The secondary menu contains links to the equipment's history and to the spare parts list.

The history of a certain equipment is presented as a list of events, starting with the most recent one. For each event, you have access to the complete details page.

The "Spare parts" button displays the list of spare parts registered for the product. For each part, you can see the name, code, presentation (quantity/UM) and price.

The edit page of an equipment contains: the equipment's name and code, an open field to define the serial number, an open field for various observations, a dropdown list to specify the equipment's status and date fields for the adding date, the installation date and the warranty expiring date.

The status dropdown list contains three possible options: Delivered, Installed, Uninstalled.

The alerts or intervetions search pages contain specific criteria for each type of event. The criteria can be used simultaneously.

The search returns a list of alerts or interventions, with basic information (type, date, client, title, status, emergency status, etc) and direct link to the event's details page.

When adding a new alert, besides the event's details, you can also specify the contract, order or srvice contract based on which the client makes the the claim.

The Edit/Add intervention page contains fields that allow the advance planning of the event (title, type, person, date, time and duration, transportation observations, etc.) and the details registration after the intervention is completed (description, documents, protocol).

The equipment section on the bottom of the page contains:

The system generates unique serial numbers for the maintenance protocols. Use the "Next" button to allocate unique numbers.

You can use one or more criteria simultaneously to filter the information in the general maintenance contracts search.

Some text fields require the complete search term (client code, contract number, product code, serial number). Some text fields allow the search based on parts of the searching terms (client, description, product).

Based on the search criteria, the system returns the list of specific maintenance contracts, with several basic details and link to the complete details page.

The secondary menu of a contract's details page contains links to the print version of the contract's addendum, the spare parts list and the maintenance protocol. You can also modify the contract's details.

The maintenance contract page contains both details about the document and the specific interventions planned for each equipment in the contract. Based on this information, the system automatically generates maintenance alerts.

The "Generate alerts" button is used to automatically register service alerts, for all equipments in the contract's product list, according to the maintenance visits frequency. The alerts are set for the whole period of the contract and are added in the first day of the month.