Check List for Service & Spares Rollout

KPF Pvt. Ltd. Bellary By Pradeepsinh Rathod

Sr. Done / Not Sr. Done /
Description Description
No. Done No. Not Done
General Customer Care
1 Infrastructure Setup & Suggestion 1 Complaints
2 Stationary Suggestion 2 Service Booking
3 Meeting with CEO/GM 3 Customer Satisfaction Index (CSI)
4 Loop back IP 4 PSF/SMR
5 D.Q. 5 IFC
6 CUT 1 6 Repair Cards
7 CUT 2 7 Repeat/Revisit Job Analysis
8 Summary Data Sent 8
9 Summary Data Uploaded by Backend 9
10 Stock Matching (Spares) 10
11 MIS report Access 11
12 MIS report Training 12
13 Email Set up 4 Service & Spares Dept. 13
14 MUL Last Invoice Number 14
15 Issue resolving procedure 15
Service Spares
1 JC Opening to Billing 1 Worskhop Issue/Requisition
2 Estimation 2 All returns
3 PDI 3 Counter Sales
4 Warranty & Other Claims 4 Purchase Order
5 Free Service Claims 5 Stock Adjustment
6 Reports 6 MRN
7 FTIR 7 Stock Transfer
8 Masters 8 Internal Consumption/Goodwill Issue
9 Receipts 9 Claims
10 10 Reports
11 11 Masters
12 12
13 13
14 14
15 15
Tally Integration Sign Off
1 Infrastructure Set Up & Requirement 1 Attendance Sheet
2 Serial No. Activation 2 Sign Off
3 Finance Rights for a User ID 3 Reports Sign Off
4 Import/Export on Dummy Company 4 Dealer Admin. Sign Off
5 Import/Export on LIVE Company 5
6 Training 6
7 7
8 8
9 9
10 10
 Dealer Details CUT 1 Data
Deascription Details File No. GeneratedDMS Files Records
Parent Group Code 1 partmast.dms
Comp. Fa 2 vehdata.dms
Dealer Map Code 5 employee.dms
Location Code 6 party.dms
State Code 7 custdata.dms
City Code CUT 2 Data
Stores Code 4 partopstock.dms
Other Details 21 wipparts.dms
Deascription Details 25 jobcard.dms
Gateway part.dms
Loopback IP demand.dms
Last MUL Spares Inv. No. Summary Data
Pincode 3 jcpart.dms
Tally Import/Export Path jcopr.dms
Tally Version jclabour.dms
Tally Serial No. 8 counemp.dms
9 counseg.dms
10 counpart.dms
User IDs 11 mtnpart.dms
User IDs Manager/Operator 12 wsrvpart.dms
13 wisspart.dms
14 repeat.dms
15 custcomp.dms
16 fbcardsr.dms
17 etrained.dms
18 empquit.dms
19 newcust.dms
20 campaign.dms
22 fsrvsold.dms
23 csipsf.dms
24 warvas.dms
More To Be Checked Yes/No
Loacal parts' Prices
Bin Locations
Part Master
Tax Category
Selling Prices
Parts' Prices in Estimation
Employees in Employee Master/Tech. Group
MUL in Purchase Order
MUL Spares invoices in MRN Screen
Locations in Stock Transfer Screens
Check in Service - Masters - Dlr. Masters - Labour Codes
Parties In Party Master & Transporters in MRN Screen
SOQ Generation
Location maping with Showroom for SMR and MI data generation