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Overview


In this section, you will find information about:

  • The types of customer requests
  • The process steps
  • The process flow

 

 

Concerned profiles:

     Sales - Customer Service - Supply Chain & Production

Table of content


 

Step By Step


Introduction

Process Steps

 

Process Flow

Sample Request vs Customer Request

The Customer Requests module is divided into 5 different steps.

These different steps are sub-divided into the following sections on the Customer Request page:

-Case information

-Customer Contact Information

-Description

-Resolution

-Closure

Sample Requests are done directly in Case using the Sample Request functionality. No Customer Request is created for it.
Customer Requests and Sample Requests are separated processes and no Customer Request is created for a Sample Request.

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