Do you manage maintenance, repairs or after-sales service?
Whether you are a manufacturer, installer or service company, optimize your customer repair follow-up.
With the "Repair Orders" app, you can create after-sales service orders, track the status of your repairs, and control product stock movements.
Activating the app adds a new"repair orders" menu in the app's"Production" tab, so you can manage your repairs and after-sales service.
1. Creating repair orders
To create, print and send a repair order, go to the "Repair orders" module in the "Production" tab.
Click on"New repair order" to enter your first repair order.
The application lets you quickly compose and edit your repair order using data already stored on your Virtual Office:
- Your products in the catalog
- Your company details
- The contact details of your customers/prospects, in your sales contacts
Your printed repair order contains all the legal information required on a commercial proposal.
Repair orders are automatically numbered and dated.
The creation of a repair order, like that of a quotation, invoice, purchase order or delivery note, is a two-step process.
- First enter the characteristics of your sales document and your contact details, then validate.
- Then enter the list of products on loan and the quantities.
2. Transforming repair orders
The repair order can be transformed into :
- Delivery note
- Invoice
Beforehand, the application can also be used to transform a quotation into a repair order.
With just one click, and without having to re-enter any information, you have your repair document ready for processing.
3. Repair order status.
To track your repair, from the moment you take charge of the product to be repaired to the moment it is returned to the customer, specific part statuses are available:
- In the newsroom
- Taken care of
- Diagnosis
- Quotation sent
- Accepted quotation
- Quote refused
- Awaiting information
- Repair in progress
- Repair completed
- Controlled repair
- Notified customer provision
- Taken over by the customer
- Packed for shipment
- Sent to customer / shipped
- Completed
- Cancelled
4. Inventory management
The repair order is used to manage the return of the item to the customer.
From the repair order, you can directly enter and exit the stock to control and trace your parts to be repaired.
To manage your stocks on a repair order, notify your entries and exits via the links :
- Remove from stock
- Enter stock
5. Customer follow-up on repair orders
Once your repair order has been created, it can be
- Sent to customer by Mail
- Deposited on customer extranet with visibility of voucher status.
Vouchers are visible on the extranet for any status except "in preparation" and "completed".
6. Custom fields on repair orders
Custom fields are eligible for repair order modules.
You can add additional information to your repair order, such as the date of pick-up.
