6.9 Products Owned
The Products Owned screen allows you
to track the products that a contact has purchased.
Products can be manually added to
the list by clicking the New button on the Products Owned screen. When entering
a Product you will also notice that you can have Tradepoint automatically add a
product to the Products Owned screen when a product is sold to a contact using
the Tradepoint invoice system.
The buttons in the bottom left,
New Call and New Order, allow you to
select a product and create a new support incident or order related to that
product. This is useful when a customer calls with a technical issue regarding
one of the products they have purchased. By linking the support incident to the
product you will have a complete history of incidents for that
An example of products Owned is
If you do not have your setting to
automatically add any Products purchased to a Customer's file then clicking on
the New Product icon will open the window to add a New Product. To automatically
add Products purchased to Products Owned see this article, Company
To Service add a Work Order to
Service an existing Product click on the Edit icon of the desired Product. The
window below will open.