Service Management | canias4.0

Canias ERP Module

Service Management

The caniasERP Service Management (SRV) module is used to create all information related to the service status in order to be put into use based on need. While working successfully integrated with other modules of caniasERP, this module enables companies to solve all the transactions they perform in their service-related processes in a practical way.  All service tasks related to the services are instantly displayed on the screens of the users through the Collaborator module. Many transactions such as inventory-related inventory movement, purchase, invoicing, service order creation can be done quickly without error. Installation, Disassembly, Revision, Repair, Service Notices, Periodic Service Planning, Service Agreements, and Service Invoice Approvals are performed through the Service Management module. Customers can also use this module to process or report a fault. Interactive checklists and surveys can also be created via this module.

On-Site Service

With the general technological infrastructure of the caniasERP software and the Service Management module, companies can easily provide on-site service to their customers. Employees can access the application from anywhere or any area of use, access customer-specific information through serial numbers, and record service-related data, such as spare parts and material consumption. The module also allows protocols to be created for the services provided and the invoices to be arranged during service. Also, it is possible to assemble and disassemble according to the serial number for devices, machines, and fixtures in the module.

Assessments And Analyses

The configuration of the Service Management module provides a wide range of categorization options to service personnel. Various base data such as project affiliations, departments, employees, priorities, service groups, or notification types can be the basis for categorization. Service types such as assembly, disassembly, revision, and repair can be detailed according to problem sources and solution types. Additionally, many invoice approval statuses, such as Waiting for Approval, Approved, Disapproved, or No Invoice is determined by the system based on the type of service, service division, and the type of charge. Payments to be received from customers can be entered according to the pricing types. Companies can use all of these data recorded in their databases for the realization of assessments and better planning of future service activities. Thus, returns can be analyzed for reasons of error and necessary control measures can be taken on time.

In addition to service status and service date, the service history also provides an overview of what the employee is working on which service status. As all purchase and valuation information is recorded for each material used, it is also possible to make a costing of service statuses. Thus, the direct examination can be made using the existing data set, and the developments in the sales revenues related to the service area can be followed. Useful information is available through analysis of material supplies, fault and repair times, and tracking for serial numbered products. The system transmits open, uninitialized, unassigned service notifications to the responsible personnel in the service department via the work status diagram. The system transmits open, uninitialized, unassigned service notifications to the responsible personnel in the service department via the working status diagram. Live service information such as open service notification, open services needed to be completed, customer-side montage, open services that target start time exceeded, unresolved services that target closure time exceeded, services not yet assigned, can be accessed on a diagram.

The serial numbers with the customer and in the stock can be listed according to the assembly or status. The receipt and issue of the assembled and dismantled parts can be done either automatically or manually. Material service data such as vendor and customer warranty periods and periodic services to be performed can be defined. Also, the margin of error can be reduced to zero with this module; If users perform a receipt or issue operation with the wrong serial number, the system will block the operation.

Vendor Inclusion

In the Service Management module, vendors can be defined as external service departments, and they can be included as a service provider. If requested, these external partners may also be granted limited access to the caniasERP system. Thus, the maintenance of the data can be performed without temporal delays. It is also possible to manage the vendor-specific external warehouses and incoming invoices via this module.


All caniasERP modules are fully integrated into the overall system. Since all data is centrally managed, ongoing warranties, data on active and past services, or serial numbers sold and purchased can be accessed from the vendor and customer dataset. In the event of a service incident at the customer, if the component needs to be dismantled or assembled, these can be directly transferred to a service order processed through the Production Management module. Information such as maintenance, BOMs, and work plans required for this can be called from the Bill of Material Management and Routing Management modules.

During the creation of service invoices, all sales information can be queried due to the integrated structure of Service Management with the Sales Management module. During this process, information such as address and contact information, active price lists, framework contracts, special discounts, and payment terms are available centrally. The serial number management in the Service Management module allows users to access all data related to a serial number in a comprehensive manner. Sales offer documents may also be created in relation to the product/material being serviced with service notices. Depending on the service types, email groups can be defined, and through the integration with the Collaborator module, batch mail sending, or task activity identification can be made for delayed services. Depending on the features of the product, many modules such as Inventory Management, Purchase Management, Sales Management, and Service Management module can be operated together.

Features Overview

  • Creating and maintaining service data in product master data
  • Creating service notifications and tracking the ongoing ones
  • Period service offers
  • Editing due and open service notifications
  • Creating and editing assembly orders
  • Serial number management
  • Creating service orders
  • Group service notifications by priority
  • Creating dynamic notification methods
  • Creating service agreements
  • On-site service (online service notifications)
  • Creating mail groups by type of service
  • Creating service invoices, checklists, and surveys
  • Creating linked service notifications
  • Including vendors
  • Creating a history of warranty-related products
  • History management for all service cases
  • Evaluations and analysis (Sales revenue, costs, repair times, etc.)
  • Complete integration into the overall system

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