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1

workflow opinions for service.

By
Jason Gregg
on 4/14/13, 5:24 AM 1,783 views

Traditionally, when a widget came to our shop for repair, we would create a work order and add a line item called "free diagnostic". when the repair was authorized, we converted it to a sales order. when it was completed, it would be converted to invoice and then closed when payment was received and the widget returned to the customer.

we repair and sell both products and services.

any suggestions of similar workflows would help. thanks.

0
Fabien Pinckaers (fp)
On 4/14/13, 10:16 AM

check the repair module

I did thanks. The repair module will work great for us with our RMA's but not as a work order. has anyone seen custom development to add work orders to the sales module.

Jason Gregg
on 4/14/13, 8:42 PM

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Asked: 4/14/13, 5:24 AM
Seen: 1783 times
Last updated: 3/16/15, 8:10 AM