Open the required Customer Profile from Customer Information>Approved Customer Profiles

Once the Profile is open click on 'Customer Complaints' from the left hand side then on 'Create Special Action' from within the profile

Select the organization responsible for the concern and click on forward Chevron to progress

Fill out a title for the newly generated Customer Concern

Select an appropriate allowance depending on the business entity

Click on the blue underlined Reason for Customer Concern and add reason(s). Then click on the blue underlined 'Requested Action' and make a selection

Click on the underlined choice to drill down further

Add a date when this complaints needs to be completed by and then signify if a first time complaint or repeat complaint

Select the concern type then fill out the boxes for order detail a description of the concern and immediate actions taken

Customer Service and/or Inside Sales will complete the following actions as appropriate for Credit, Return and Potential Liability

If the complaint requires manufacturing/QA investigation then ensure that the expediter selected is the appropriate person to investigate. Ensure also that the complaint is raised in the appropriate org responsible for the error.

Add any attachments necessary using the browse button and be sure to give the attachment a title or else it will not be saved.

The complaint form will show the selected customer profile information which is editable. It will also display the Sales Manager (if entered in the profile) so that they can be copied and/or made an approver of this complaint. If no name appears here then please enter.

Add any notification recipients and when ready, submit for acceptance