New Repair - Revision history

Simon Clive at 04:32, 24 June 2011

2011-06-24T04:32:51Z

Eliza at 01:06, 3 March 2011

2011-03-03T01:06:05Z

Admin at 04:27, 19 January 2011

2011-01-19T04:27:53Z

Admin: Created page with " More Detail= Product Products Express List Customer Equipment List New Repair Repairs List Advanced Repairs Job List [..."

2011-01-19T04:12:39Z

Created page with "<menu name=myMenu align=center> More Detail= Product Products Express List Customer Equipment List New Repair Repairs List Advanced Repairs Job List [..."

New page

<menu name=myMenu align=center>
More Detail=
[[Product]]
[[Products Express List]]
[[Customer Equipment List]]
[[New Repair]]
[[Repairs List]]
[[Advanced Repairs]]
[[Job List]]
[[Repair Fault]]
[[Repair Faults List]]
[[Repair List Invoice]]
[[Manufacturure]]
[[Manufacture List]]
[[Equipment]]
[[Equipment List]]
[[Customer List]]
[[Workshop Reports]]
</menu>
== Overview ==

@@ Line 18: / Line 18: @@
 [[Workshop Reports]]
 </menu>
-== Overview ==
+== Overview  ==
-Repairs is where you record and track work done in servicing or repairing any''' "Equipment"'''.  You can add products
+'''Repairs''' Equipment. You can add products used in the repair, timesheet entries and schedule repairs in the Calendar. You also invoice the customer directly from the repairs screen.
-used in the repair, timesheet entries and schedule repairs in the Calendar.  You also invoice the customer directly
 from the repairs screen.
 '''How to Create a Repair:'''
 *Select '''Workshop''' from Main Menu
-*Select '''New Repair''' button
+*Select '''New Repair''' button '''<br>'''
-'''Enter'''
+*The'''Company''' field defines the name of the 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.
-*'''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?
+*Enter Contact details
-	say yes and this will take you to the Customer field for entering a new customer.
+*'''Customer PO#''' if required
-*Enter Contact details
+*'''Via''' (select how the item will be returned to the customer)
-*'''Customer PO#''' if required
+*'''Terms''' of payment
 *'''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:'''
+<br> '''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
-*'''Equipment Name:''' Enter the type of equipment for repair
+*'''UOM''' (units of Measure)
-*'''UOM''' (units of Measure)
+*'''Quantity'''
-*'''Quantity'''
+*'''Model'''
-*'''Model'''
+*'''Manufacture'''
-*'''Manufacture'''
+*'''Registration'''
-*'''Registration'''
+*'''Serial#'''
-*'''Serial#'''
+*'''Warranty details'''
 *'''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
+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.
-'''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:'''
-'''Time Sheet Entries:'''
+*When the repair has been completed you can enter the time sheet details
-*When the repair has been completed you can enter the time sheet details
+'''Follow Ups:'''
-'''Follow Ups:'''
+*If there are to be any follow ups for the repair enter details
-*If there are to be any follow ups for the repair enter details
+*Date/Notes/Employee Name
 *Date/Notes/Employee Name
 *When the follow up has been actioned select the radio button and mark as done
-'''Notes:'''
+'''Notes:''' Add any notes and feedback notes as required
 Add any notes and feedback notes as required
 *Enter the completion Date and time and select the appropriate status of the repair from the drop down menu

← Older revision		Revision as of 01:06, 3 March 2011
Line 19:		Line 19:
	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	Repairs is where you record and track work done in servicing or repairing any''' "Equipment"'''. You can add products
		+	used in the repair, timesheet entries and schedule repairs in the Calendar. You also invoice the customer directly
		+	from the repairs screen.
		+
		+	'''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
		+	*'''Customer 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
		+
		+
		+	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: @@
 <menu name=myMenu align=center>
 More Detail=
 [[Advanced Repairs]]
 [[Job List]]
 [[Repair Fault]]
 [[Repair Faults List]]
 [[Repair List Invoice]]
-[[Manufacturure]]
+[[Repairs List]]
-[[Manufacture List]]
-[[Equipment]]
-[[Equipment List]]
-[[Customer List]]
 [[Workshop Reports]]
 </menu>
 == Overview ==