Personal tools

Difference between revisions of "12 New Repair"

From TrueERP wiki

Jump to: navigation, search
(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...")
 
 
(4 intermediate revisions by one other user not shown)
Line 1: Line 1:
Repairs
+
= Overview =
  
How to Create a Repair:
+
'''New Repair'''
  
Select Workshop from Main Menu
+
'''New Repair - Can you create a New Repair?'''
Select New Repair button
+
  
Enter
+
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.
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
+

Latest revision as of 23:20, 15 December 2014

Overview

New Repair

New Repair - Can you create a New Repair?

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.