Services

Service catalog, requests, and delivery coordination.

Overview

This guide covers services workflows in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting.

Service catalog

Configure Service catalog according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Request intake

Configure Request intake according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Scheduling

Configure Scheduling according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Completion billing

Configure Completion billing according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Troubleshooting

Issue Resolution
Missing menu item Verify module is enabled and role permissions are assigned
Validation error Check required master data and fiscal period status
Integration failure Review API credentials and endpoint version

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Sales

Manage quotations, sales orders, delivery, and customer billing.

CRM

Customer relationships, leads, opportunities, and pipeline.

Material Control

Warehouse management, stock transfers, and inventory control.

Purchasing

Purchase requests, orders, vendor management, and receiving.
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