New Ticket On Purchase

Enabling this power tool will create a new helpdesk ticket when a client purchases a product or service.

The ticket can be created either on Invoice Created, Order Accept or Invoice Paid.

This powertool is great for collecting further information on order, following up on purchases or performing additional work once a service has been ordered (ie monthly maintenance).

You can set up multiple ticket types for one product.
For example, a ticket can be created On Invoice Created to request further information from the client.
The same product can also have a ticket created On Invoice Paid to communicate additional work that needs to be performed.
Finally, the same product can have a ticket created On Order Accepted to ask for feedback or follow-up with the client.

Set Up

From the PowerTools dashboard, click on the New Ticket On Purchase tile:

Ensure the Tool is switched on and click Save:

Creating Purchase Tickets

Click on the Create a New Purchase Ticket button.

Fill in the form to set up your ticket.

Product/Service: Select the product/service you want to link the ticket creation to. Only active items are listed.
Create On: Select when you want the ticket to be created.
Subject: The subject of the new ticket.
Department: The department to create the new ticket in.
Priority: The ticket priority.
Active: Must be on for the ticket to be created.
Block Ticket Email: If on, the new ticket will NOT be sent to the client.
Ticket Content: The content of the new ticket.

Click the Add button to create the ticket.  Note: Subject and Content are both required fields.

Managing Purchase Tickets

All purchase tickets are displayed on the main screen and can be edited/deleted as needed.

The edit screen: