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This text refers to program version 8.5  

Service Order Example and Work Flow - Page 9 - Returning Repair Items to Customers

This example describes returning an Item to the Customer after repair.

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After you have processed the Invoice for a repair and closed the Invoice window, the top, active, window will once again contain the Service Order. You can now sign the repaired Amplifier out of the workshop, signifying that it is once again the responsibility of its owner. To do this, chooses 'Create Service Stock Transaction' from the Create menu (Windows/macOS) or + menu (iOS/Android). This will create a record in the Service Stock Transaction register, which will be opened in a new window:

Set the Out Qty to 1, specify the Employee responsible for the signing out of the Amplifier, mark the Service Stock Transaction as OK, save and close the window.

If you initially created an Items In record to receive the Item that is to be repaired into your workshop or Service Location (i.e. to add the Item being repaired to your internal stock), you should now create an Items Out record to remove it from internal stock. This will remove it from the Internal Stock List report. To do this, go back to the Service Order window and select 'Items Out' from the Create or + menu. This creates a record in the Items Out register (in the Internal Stock module), which is opened in a new window:

Mark the record as Sent and save.

Finally, mark the Service Order as Completed, and save it. You will not be able to save unless you have marked all connected Work Orders as Finished or Cancelled, all connected Work Sheets as OK and all connected Activities as Done.

Service Order Example and Work Flow:

• Introduction
  

• Linking Items Sold to the Service Orders Module
  

• Entering Service Orders
  

• Taking Responsibility for Repair Items
  

• Instructing Technicians - Raising Work Orders
  

• Labour and Spare Parts - Work Sheets
  

• Creating Purchase Orders for Spare Parts
  

• Work Sheet Transactions
  

• Invoicing
  

• Returning Repair Items to Customers

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• Home page for Service Orders manual
  

• Home page for Standard ERP manual

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