Creating Repair Order from Website
Add Machine information to be repair including machine and customer details with proper Serial No.
Repair Order Successful
After Submit the details you will get confirmation and acknowledgement.
Repair Order Backend Updation
The details will update to Repair Order in the backend accordingly.
Repair Order Serial No Validation
Wrong Serial No for a particular product cannot be submitted.
How to Create Repair Order
Add Machine information to be repair including machine and customer details,also have facility to assign it to technician with priority.
Machine Service Details
In machine details you Have option to select under guarantee 'yes' or 'no'. With paid or free service and description regarding it.
After filling all these information your machine repair order has been ready now you can easily print as receipt and give it to your customer.
Print Machine Repair Receipt/ Label
Machine Repair Receipt Report
Machine Repair Label Report
Create Machine Diagnosis
Easy to create diagnosis in one click with same information as repair order, then you can assigned it to specific technician.
Assign to Technician
Add Machine Diagnosis Result
Assigned technician will start diagnosis based on description comes from repair order. technician will check machine and enter his result into machine diagnosis, If required technician can add extra require sparepart of it under the result.
Diagnosis Report
Print Machine Diagnostic Report
Print Machine Diagnostic report which has Machine Diagnostic Request and Result both.
Machine Diagnostic Request Report
Machine Diagnostic Result Report
Create Quotation
After adding diagnostic results , now you can create a quotataion based on that and send this quotation to your client easily by using send by email.
Confirm Sale
Quotation Report
View Work Order
Once Quotation get confirm it will become sales order(default workflow of Odoo) and same time it will create workorder on system. Which indicates that need to start working on machine to be repair.Assigned technician can start working based on workorder and once click on start will automatically set start date on workorder.
Start Work Order
Pending Work Order
Technician can put a workorder in pending and can put on hold workorder and resume it again.
Resume Work Order
Finish Work Order
Once Technician finished the workorder will record the end date and also record the duration for the whole workorder and able to generate a workorder report too.
Print Machine Workorder Report
Machine Workorder Report
Create Invoice
After the workorder has been completed Salesperson/Accountant generate invoice from the salesorder and send it to client either with print or send by email. And standard odoo invoicing workflow resume here to validate a invoice and register payment.
Machine Invoice Report
Machine Products Menu
Have some easy menu option available under the machine repair menu to see machine products and Quotation/Sales order which generated form machine orders.
Machine Quotation Menu
Access Rights and Roles
We have four different access groups for machine repair module.
Roles
- Technician :- Technician can work on work order.He/She can only see his/her work order and only work on his/her assigned work order.Technician can only have reading access to diagnosis and repair order.
- Head Technician :- Head technician can see all work order also able to assign a technician on a dignosis and work order. He/she has access to enter dignosis result. He/She cannot change any thing on a repair order.
- Service Manager :- Service Manager creates repair order.convert it as a dignosis able to create quotations.
- Director Commercial :- Director Commercial is the admin of this system he/she has full access rights of every thing.