Repair Order
At the Sales module you have the option of the Repair Order Maintains a complete customer information, including alternate ship-to-addresses
Maintains customer current balance, open credit, last payment, last invoice number
Keeps track of customers open credits and deposits
Provides open statement formats on customers with optional user define aging information
Prints invoices, credit memos, statement and all other documents on plain paper
Tracks sales by customer and technician
New customers can be added "on the fly" during transaction entry
Maintains individual Account Receivable account per customer
Maintains Foreign Currency per customer
Alerts you when a customer exceeds the credit limit
Customer cannot be deleted if it has an open transaction or open balance
Allows beginning and ending notes on repair order
Allows discount on a line-by-line basis on repair order
Accepts payments and additional discount at the time of invoicing
Convert repair orders to invoices instantly
Recommends substitution for out of stock items
Post to Inventory "Required" & "To Order" in Repair Order when out of stock items
Limits invoicing on Available stock of items
Tracks Items In Shop from "Warehouse" to "Repair Shop"
Tracks received, estimated, approved, repaired, notified and shipped dates in Repair
Tracks equipment/tool serial numbers, repair time, failure with or without warranty Tracks productivity by technician in Repair Order
Track four (4) different types of input in a Repair Order: product, time, travel and expenses
Repair Order Process
The Estimate and the Repair are very similar in the process, with the only difference, is that the Estimate has more steps, first you have to estimate the repair order and then you have to book it. At the other hand when you create a Repair service; the repair order items are booked right away.
The Exchange and the Warranty are a little bit different from the Estimate and Repair, more explained at the manual.
Repair Order Header
Repair orders help you keep track of defective goods received from customers, either for normal repair service or due to warranty compliance repair (or exchange). The repair order includes a number of setup functions that control technicians and activities performed by the technicians.
The Repair Order maintenance window has three pages or Tab: Repair Order, Detail and Payment & Notes.
The Repair Order page holds your customer’s data, the product to repair and the different services and status of the order.
Repair Order Detail
Repair Order Detail page contains a list of the items used to repair the product listed on the repair order page. The repair order can track four (4) different types of input in a order:
1) Product
2) Time
3) Travel
4) Expenses
The technicians should perform the services as a repair activity, the technicians can be inked to activities to determine hourly and minimum rates, which will apply when time is calculated in the repair order.
The Payment and Notes page is where you can add a beginning and a ending notes and where you can add a Payment Type when creating the invoice.