Difference between revisions of "New Repair"
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[[Workshop Reports]] | [[Workshop Reports]] | ||
</menu> | </menu> | ||
| − | == Overview == | + | == Overview == |
| − | + | '''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. | + | |
| − | from the repairs screen. | + | |
| − | '''How to Create a Repair:''' | + | '''How to Create a Repair:''' |
| − | *Select '''Workshop''' from Main Menu | + | *Select '''Workshop''' from Main Menu |
| − | *Select '''New Repair''' button | + | *Select '''New Repair''' button '''<br>''' |
| + | *'''Enter '''to view the'''Customer '''screen | ||
| − | + | *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''' | + | |
| − | + | *Enter Contact details | |
| − | + | *'''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 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 | + | *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 | + | |
| + | *Select the'''Product Name''' from the drop down menu eg. Repair quote fee | ||
*Enter the '''Equipment''' to be repaired | *Enter the '''Equipment''' to be repaired | ||
| − | *'''Quantity''' of items to be repaired. | + | *'''Quantity''' of items to be repaired. |
| − | *'''Price''' of the Repair if a set price or quote | + | *'''Price''' of the Repair if a set price or quote |
*Select the '''Department''' | *Select the '''Department''' | ||
| − | *Add in any '''Memo''' required | + | *Add in any '''Memo''' required |
*'''ETA''' date | *'''ETA''' date | ||
| + | <br> '''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 | *'''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]] | + | |
| + | 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 | |
| − | *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 | *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 | + | |
| + | <br> Once the Repair is complete | ||
| − | |||
*Enter the completion Date and time and select the appropriate status of the repair from the drop down menu | *Enter the completion Date and time and select the appropriate status of the repair from the drop down menu | ||
Latest revision as of 15:32, 24 June 2011
Overview
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.
How to Create a Repair:
- Select Workshop from Main Menu
- Select New Repair button
- Enter to view theCustomer screen
- TheCompany 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.
- 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 theProduct 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
