Terms

Add Service Inquiry

1. Add Inquiry (Service)

This is 1st screen of our Manage Services Module that is Add inquiry about service. In this form we add service inquiry with customer personal details like name, mobile number and email ID also we add which services he or she wants to do. We can add multiple services in one time show in following image.

After selecting services, the total is auto calculated. If discount applied on that amount then discounted amount also auto calculated. We also have to add inquiry source, lead grade, response category and who added this service that is staff name. The following image shows form of add inquiry for service.

**** 10.1 Add Inquiry (Service) Screen ****

 

 

 

 

Field Description: -

1. Enquiry Date: - In this field you have to enter enquiry date.  When you click on this field, the date picker is open and you just select the date. This field is Mandatory.

1. Lead Category: - In this field you have to check the lead category. If the lead is coming through phone then select phone. If the lead came through the walk-in then choose walk-in. This field is Mandatory.
2. Customer Name: - In this field you have to enter name of customer. This field accepts only characters no number. This field is Mandatory.
3. Mobile Number: - In this field you have to enter middle name of customer. This field accepts only characters no white space and number. This field is not mandatory.
4. Email: - In this field you have to enter Students personal email address. The email address should be in proper format. Example-(yourname@gmail.com). This field is not mandatory.
5. Service List: -

1. Select Service: - In this field you have select services as per the customer enquiries. You can add multiple services here by clicking plus sign and also delete added services by clicking delete icon. This field is mandatory.
2. Price: - When you select service, then that service price is automatically display in this field. This field is mandatory.
3. Discount in % or cash: - when you select the discount in % then discount will calculated in percentage. If you select discount in cash then it will calculate the discount in cash that is in rupees. This field is not mandatory.
4. Total Price: - After entering discount, the discounted price is auto calculated and it is total price. It is mandatory.
5. Staff: - In this field you have to select staff name here. Basically, it is service provider name who is giving that service. It is mandatory.

1. Service Price: - when you select the services then this field is automatically calculating the all services price with discount and display the amount in this field. This field is mandatory.
2. Discount in % or cash: - when you select the discount in % then discount will calculated in percentage. If you select discount in cash then it will calculate the discount in cash that is in rupees. This field is not mandatory.
3. Discounted price: - after entering discount, the discounted price is auto calculated. It is mandatory.
4. Total Cost: - when you select products then product price, discounted price then total cost will automatically be calculated. This filed is mandatory.

 

1. Amount: - when you select products then product price, discounted price then total cost will automatically be calculated. This filed is mandatory.
2. Enquiry Source: - In this field you have to select Enquiry source from which enquiry has come from down list. This field is mandatory.
3. Remark: - In this field you have to enter remark any query of customer you can add. This field is not mandatory.
4. New Follow-up Date: - In this field you have to enter new follow-up date.  When you click on this field, the date picker is open and you just select the next follow-up date. This field is Mandatory.
5. Follow-up Description: - In this field you have to enter follow-up description. You have to add what type of follow-up it is. Is customer interested for next follow-up or not. This field is not mandatory.
6. Lead Grade: - In this field you have to select the lead grade depends on the follow-up of customer. If customer is most interested for next follow-up then you can select very hot or hot as a lead grade. If customer is least interested for next follow-up then you can select warm as a lead grade. If customer is not interested for next follow-up then you can select neutral or cold as a lead grade.  This field is mandatory.
7. Response Category: - In this field you have to select response category that is customer response for the next follow-up from the dropdown list. This field is mandatory.
8. Select Employee: - In this field you have to select that staff who is going to add this enquiry. This field select default login user name. If you want to change this then you can change it. This field is mandatory.
9. Add Service: - This is Submit button. When you fill all the fields then you can submit the form. If any wrong field submission is done then it gives error on the top of the page. You have to correct that filed errors and then re submit the form.