12 New Repair - Revision history

Mauzy at 12:20, 15 December 2014

2014-12-15T12:20:58Z

Simon Clive at 06:47, 19 October 2011

2011-10-19T06:47:05Z

Simon Clive at 06:42, 19 October 2011

2011-10-19T06:42:42Z

Simon Clive at 06:42, 19 October 2011

2011-10-19T06:42:07Z

Simon Clive at 06:17, 19 October 2011

2011-10-19T06:17:34Z

Simon Clive: Created page with "Repairs How to Create a Repair: Select Workshop from Main Menu Select New Repair button Enter Company (name of person who requires the Repair to be done) If a new customer, se..."

2011-06-30T00:52:24Z

Created page with "Repairs How to Create a Repair: Select Workshop from Main Menu Select New Repair button Enter Company (name of person who requires the Repair to be done) If a new customer, se..."

New page

Repairs

How to Create a Repair:

Select Workshop from Main Menu
Select New Repair button

Enter
Company (name of person who requires the Repair to be done) If a new customer, set up a new customer
by entering the new Company and tab, a message will appear to advise Selection NOT in list, Create New?
say yes and this will take you to the Customer field for entering a new customer.
Enter Contact details
Customr PO# if required
Via (select how the item will be returned to the customer)
Terms of payment
If there is a different customer to be invoiced tick the radio button and enter details of that company.

If you wish to make an appointment time with the repair serviceman select the Appointment Tab and enter
- appointment details

Products Tab:
Select the Product Name from the drop down menu eg. Repair quote fee
Enter the equipment to be repaired
Quantity of items to be repaired.
Price of the Repair if a set price or quote
Select the Department
Add in any Memo required
ETA date

Equipment Tab:
Equipment Name: Enter the type of equipment for repair
UOM (units of Measure)
Quantity
Model
Manufacture
Registration
Serial#
Warranty details
Notes - enter any notes required

If materials or parts are required to complete the repair, a smart order can be created by selecting the
Smart Order Tab - refer Smart Order to create a smart order.

If this is a Repeat repair select the Repeat Tab and you can select the frequency of the repair.

Time Sheet Entries:
When the repair has been completed you can enter the time sheet details

Follow Ups:
If there are to be any follow ups for the repair enter details
Date/Notes/Employee Name
When the follow up has been actioned select the radio button and mark as done

Notes:
Add any notes and feedback notes as required

Custom Fields can be created refer: customfields<LinkId=109>

Once the Repair is complete
Enter the completion Date and time and select the appropriate status of the repair from the drop down menu

@@ Line 1: / Line 1: @@
-'''Repairs'''
+= Overview =
-How to Create a Repair:
+'''New Repair'''
-*From the Main Screen select the '''Workshop Module''' and then the '''New Repair''' button
+'''New Repair - Can you create a New Repair?'''
-*Enter the '''Company''' or the '''Name''' of person who requires the Repair to be done
-*If a '''New Customer''', set up a new customer by entering the '''New Company''' and then the '''Tab''' button
-*A message will appear to advise '''Selection NOT in list, Create New?''' say '''Yes''' which will take you to the '''Customer Field''' for entering a '''New Customer.'''
-*Enter the'''Contact '''details for the Customr and any other '''Required''' fields
-*If you wish to make an '''Appointment''' time with the repair serviceman select the '''Appointment Button''' which will load the '''Main''' '''Calendar'''
-*Double click on a '''Date''' and '''Time''' you want to view the '''Appointment Card'''.
-*Make any changes Required and '''Save'''
-<br> '''Products Tab:'''
+To create a 'New Repair' select the 'Workshop' module and click the button 'New Repair'. This will open the Repairs Card where you need to start off by selecting the company you wish to do the repair for, and fill out all the basic information. You then select the tab 'Equipment' to add the pice of equipment for repair and then proceed to click 'Appts' to create an appointment and schedule your rep to go out and do that repair on that specific piece of equipment.
-−
-*Select the '''Product Name''' from the drop down menu eg. Repair Quote Fee
-*Enter the '''Equipment''' to be repaired
-*'''Quantity''' of items to be repaired.
-*'''Price''' of the Repair if a set price or '''Quote '''
-*Select the '''Department'''
-−
-<br> '''Equipment Tab:'''
-−
-*Select the '''Equipment Name''' from the Drop Down or '''F8''' to open the List
-*Enter the '''UOM''' (units of Measure) and '''Quantity '''
-*Enter '''Model''', '''Manufacture''', '''Registration''', '''Serial #'''&nbsp; and '''Warranty''' details
-*'''Notes''' - enter any notes required
-−
-<br>
-−
-If '''Materials''' or '''Parts''' are required to complete the repair, a '''Smart Order''' can be created by selecting the '''Smart Order''' Button - (Refer Smart Order on how to create a smart order).
-−
-If this is a '''Repeat''' repair select the '''Repeat Button''' and you can select the frequency of the repair.
-−
-<br> '''Time Sheet Entries:'''
-−
-*When the repair has been '''Completed''' you can enter the '''Time Sheet''' details
-−
-<br> '''Notes:'''
-−
-*Add any '''Notes''' and '''Feedback''' notes as required
-*If there are to be any'''Follow Ups''' for the repair enter '''Follow up Date''', '''Notes''', '''Employee Name'''
-*When the '''Follow Up''' has been actioned select the Radio Button and mark as '''Done'''
-−
-<br> Once the '''Repair''' is complete Enter the '''Completion Date''' and '''Completion Time''' and select the appropriate '''Status''' of the repair from the drop down menu

@@ Line 29: / Line 29: @@
 <br>
-If '''Materials''' or '''Parts''' are required to complete the repair, a '''Smart Order''' can be created by selecting the '''Smart Order''' Button - ( Refer Smart Order on how to create a smart order).
+If '''Materials''' or '''Parts''' are required to complete the repair, a '''Smart Order''' can be created by selecting the '''Smart Order''' Button - (Refer Smart Order on how to create a smart order).
 If this is a '''Repeat''' repair select the '''Repeat Button''' and you can select the frequency of the repair.

@@ Line 16: / Line 16: @@
 *Select the '''Product Name''' from the drop down menu eg. Repair Quote Fee
 *Enter the '''Equipment''' to be repaired
 *'''Quantity''' of items to be repaired.
 *'''Price''' of the Repair if a set price or '''Quote '''
 *Select the '''Department'''
-'''Equipment Tab:'''
+*Select the '''Equipment Name''' from the Drop Down or '''F8''' to open the List
 *Enter the '''UOM''' (units of Measure) and '''Quantity '''
-*Select the '''Equipment Name''' from the Drop Down or '''F8''' to open the List
+*Enter '''Model''', '''Manufacture''', '''Registration''', '''Serial #'''&nbsp; and '''Warranty''' details
 *Enter the '''UOM''' (units of Measure) and '''Quantity '''
 *Enter '''Model''', '''Manufacture''', '''Registration''', '''Serial #'''&nbsp; and '''Warranty''' details
 *'''Notes''' - enter any notes required
+<br>
 If '''Materials''' or '''Parts''' are required to complete the repair, a '''Smart Order''' can be created by selecting the '''Smart Order''' Button - ( Refer Smart Order on how to create a smart order).
@@ Line 38: / Line 37: @@
 *When the repair has been '''Completed''' you can enter the '''Time Sheet''' details
+<br> '''Notes:'''
 '''Notes:'''
 *Add any '''Notes''' and '''Feedback''' notes as required
@@ Line 45: / Line 43: @@
 *When the '''Follow Up''' has been actioned select the Radio Button and mark as '''Done'''
+<br> Once the '''Repair''' is complete Enter the '''Completion Date''' and '''Completion Time''' and select the appropriate '''Status''' of the repair from the drop down menu
 Once the'''Repair''' is complete Enter the '''Completion Date''' and '''Completion Time''' and select the appropriate '''Status''' of the repair from the drop down menu

@@ Line 1: / Line 1: @@
 '''Repairs'''
 How to Create a Repair:
 *From the Main Screen select the '''Workshop Module''' and then the '''New Repair''' button
 *Enter the '''Company''' or the '''Name''' of person who requires the Repair to be done
 *If a '''New Customer''', set up a new customer by entering the '''New Company''' and then the '''Tab''' button
 *A message will appear to advise '''Selection NOT in list, Create New?''' say '''Yes''' which will take you to the '''Customer Field''' for entering a '''New Customer.'''
 *Enter the'''Contact '''details for the Customr and any other '''Required''' fields
 *If you wish to make an '''Appointment''' time with the repair serviceman select the '''Appointment Button''' which will load the '''Main''' '''Calendar'''
 *Double click on a '''Date''' and '''Time''' you want to view the '''Appointment Card'''.
 *Make any changes Required and '''Save'''
 <br> '''Products Tab:'''
-Select the '''Product Name''' from the drop down menu eg. Repair quote fee
+*Select the '''Product Name''' from the drop down menu eg. Repair Quote Fee
-<br> Equipment Tab: Equipment Name: Enter the type of equipment for repair UOM (units of Measure) Quantity Model Manufacture Registration Serial# Warranty details Notes - enter any notes required
+'''Equipment Tab:'''
-If materials or parts are required to complete the repair, a smart order can be created by selecting the Smart Order Tab - refer Smart Order to create a smart order.
+*Select the '''Equipment Name''' from the Drop Down or '''F8''' to open the List
-Follow Ups: If there are to be any follow ups for the repair enter details Date/Notes/Employee Name When the follow up has been actioned select the radio button and mark as done
+If '''Materials''' or '''Parts''' are required to complete the repair, a '''Smart Order''' can be created by selecting the '''Smart Order''' Button - ( Refer Smart Order on how to create a smart order).
-Notes: Add any notes and feedback notes as required
+If this is a '''Repeat''' repair select the '''Repeat Button''' and you can select the frequency of the repair.
-Custom Fields can be created refer: customfields&lt;LinkId=109&gt;
+<br> '''Time Sheet Entries:'''
-Once the Repair is complete Enter the completion Date and time and select the appropriate status of the repair from the drop down menu
+*When the repair has been '''Completed''' you can enter the '''Time Sheet''' details

@@ Line 1: / Line 1: @@
-Repairs
+'''Repairs'''
 How to Create a Repair:
-Select Workshop from Main Menu
+*From the Main Screen select the '''Workshop Module''' and then the '''New Repair''' button
-Select New Repair button
+*Enter the '''Company''' or the '''Name''' of person who requires the Repair to be done
-Enter
+<br> '''Products Tab:'''
-Company (name of person who requires the Repair to be done) If a new customer, set up a new customer
-	by entering the new Company and tab, a message will appear to advise Selection NOT in list, Create New?
-	say yes and this will take you to the Customer field for entering a new customer.
-Enter Contact details
-Customr PO# if required
-Via (select how the item will be returned to the customer)
-Terms of payment
-If there is a different customer to be invoiced tick the radio button and enter details of that company.
-If you wish to make an appointment time with the repair serviceman select the Appointment Tab and enter
+Select the '''Product Name''' from the drop down menu eg. Repair quote fee
-	- appointment details
-Products Tab:
+<br> Equipment Tab: Equipment Name: Enter the type of equipment for repair UOM (units of Measure) Quantity Model Manufacture Registration Serial# Warranty details Notes - enter any notes required
-Select the Product Name from the drop down menu eg. Repair quote fee
-Enter the equipment to be repaired
-Quantity of items to be repaired.
-Price of the Repair if a set price or quote
-Select the Department
-Add in any Memo required
-ETA date
-Equipment Tab:
+If this is a Repeat repair select the Repeat Tab and you can select the frequency of the repair.
-Equipment Name: Enter the type of equipment for repair
-UOM (units of Measure)
-Quantity
-Model
-Manufacture
-Registration
-Serial#
-Warranty details
-Notes - enter any notes required
-If materials or parts are required to complete the repair, a smart order can be created by selecting the
+<br> Time Sheet Entries: When the repair has been completed you can enter the time sheet details
-Smart Order Tab - refer Smart Order  to create a smart order.
-If this is a Repeat repair select the Repeat Tab and you can select the frequency of the repair.
+Follow Ups: If there are to be any follow ups for the repair enter details Date/Notes/Employee Name When the follow up has been actioned select the radio button and mark as done
-Time Sheet Entries:
+Custom Fields can be created refer: customfields&lt;LinkId=109&gt;
-When the repair has been completed you can enter the time sheet details
-Follow Ups:
+Once the Repair is complete Enter the completion Date and time and select the appropriate status of the repair from the drop down menu
-If there are to be any follow ups for the repair enter details
-Date/Notes/Employee Name
-When the follow up has been actioned select the radio button and mark as done
-−
-Notes:
-Add any notes and feedback notes as required
-−
-Custom Fields can be created refer: customfields<LinkId=109>
-−
 Once the Repair is complete
 Enter the completion Date and time and select the appropriate status of the repair from the drop down menu