Difference between revisions of "12 New Repair"
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Simon Clive (Talk | contribs) (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...") |
Simon Clive (Talk | contribs) |
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| − | Repairs | + | '''Repairs''' |
| − | How to Create a Repair: | + | 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:''' | |
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| − | + | Select the '''Product Name''' from the drop down menu eg. Repair quote fee | |
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| + | 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 | ||
| − | + | <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 | |
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| − | Enter the equipment | + | |
| − | Quantity | + | |
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| + | 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. | |
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| − | + | <br> Time Sheet Entries: When the repair has been completed you can enter the time sheet details | |
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| − | If | + | 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> | |
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| − | + | Once the Repair is complete Enter the completion Date and time and select the appropriate status of the repair from the drop down menu | |
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| − | Once the Repair is complete | + | |
| − | Enter the completion Date and time and select the appropriate status of the repair from the drop down menu | + | |
Revision as of 17:17, 19 October 2011
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 theContact 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
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
