Repairs - Add products, notes (internal and external)
Repairs - Add products, notes (internal and external)
Repairs - Add parts, operations, and notes
1. Navigate to the repair order
2. To add parts to use on the repair click "Parts"
3. Click "Add a line"
4. Click the product field and add a product.
5.
6. Add as many parts as you need.
7.
8. To add service hours or plans click "Operations"
9. Click "Add a line" and add any service products you want. (Please note, service products were created in the "Inventory" module. You can create your own in the "Inventory" Module.
10. Item 1
11. Click this field to add description of service that the customer will see.
12. Click the save button between adding descriptions or edits will be lost.
13. Add additional services.
14. Select additional services.
15. Click this field to add any customer facing notes.
16. Click "Repair Notes" to add internal notes.
17.
18. Click "Quotation Notes" to add any notes when creating the quotation. These are internal.
19. Click here to save any edits.
20. Click "CONFIRM REPAIR". This can be done now, or upon original creation of the order.
21. Click "CONFIRM". This just states that the inventory isn't in your system. That's ok because we already established it is coming from your customer.
22. Click "START REPAIR" - changes status to "Under Repair"