How to create a service on a specific day from an existing subscription

How to create a service on a specific day from an existing subscription

Step 1: Login to your AltheaSuite account.

Step 2: From the main menu option go to Repeat Services > Services

Step 3: Click New to create a new Service from existing Subscription.

Step 4: Select the existing Service Subscription and Warehouse.

Step 5: Select Start Date and End Date of Service.

Step 6: Select the Service Representative and Service Team in-charge of this Service. You can select multiple employees in Service Team.

Step 7: Select the Customer and the Shipping Address. Shipping Address here is the Service Address. If the Service Address and Billing Address of customer is same, mark the checkbox Use Billing Address as Service Address.

Step 8: Enter the Service Duration along with its Unit and select the Actual Start Date and Actual End Date of the Service.

Step 9: Select all the Items for servicing. You can use service item as well as stock items. Click Create.