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| − | '''Repairs'''
| + | = Overview = |
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| − | How to Create a Repair:
| + | '''New Repair''' |
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| − | *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
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| − | *If a '''New Customer''', set up a new customer by entering the '''New Company''' and then the '''Tab''' button
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| − | *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.'''
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| − | *Enter the'''Contact '''details for the Customr and any other '''Required''' fields
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| − | *If you wish to make an '''Appointment''' time with the repair serviceman select the '''Appointment Button''' which will load the '''Main''' '''Calendar'''
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| − | *Double click on a '''Date''' and '''Time''' you want to view the '''Appointment Card'''.
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| − | *Make any changes Required and '''Save'''
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| − | <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. |
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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
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| − | *'''Quantity''' of items to be repaired.
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| − | *'''Price''' of the Repair if a set price or '''Quote '''
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| − | *Select the '''Department'''
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| − | '''Equipment Tab:'''
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| − | *Select the '''Equipment Name''' from the Drop Down or '''F8''' to open the List
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| − | *Enter the '''UOM''' (units of Measure) and '''Quantity '''
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| − | *Enter '''Model''', '''Manufacture''', '''Registration''', '''Serial #''' and '''Warranty''' details
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| − | *'''Notes''' - enter any notes required
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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''' Button - ( Refer Smart Order on how to create a smart order).
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| − | If this is a '''Repeat''' repair select the '''Repeat Button''' and you can select the frequency of the repair.
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| − | <br> '''Time Sheet Entries:'''
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| − | *When the repair has been '''Completed''' you can enter the '''Time Sheet''' details
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| − | '''Notes:'''
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| − | *Add any '''Notes''' and '''Feedback''' notes as required
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| − | *If there are to be any'''Follow Ups''' for the repair enter '''Follow up Date''', '''Notes''', '''Employee Name'''
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| − | *When the '''Follow Up''' has been actioned select the Radio Button and mark as '''Done'''
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| − | 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
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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.
