12 New Repair
From TrueERP wiki
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
