I have a laptop maintenance center. How do I complete the repair module workflow, taking into consideration that I want to have the laptop brought into my warehouse by the customer?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Kế toán
- Tồn kho
- PoS
- Project
- MRP
Câu hỏi này đã bị gắn cờ
2
Trả lời
199
Lượt xem
Hi,
Please refer to the following for a better understanding of the workflow in the Odoo Repair module.
* https://www.youtube.com/watch?v=gM5WtdvSF9s
* https://www.cybrosys.com/odoo/odoo-books/v18-ce/repairs/repair-management/
Hope this helps
Refined Workflow for Odoo 17 Repair Module:
-
Install the Repair Module:
- Ensure that the Repair module is installed by going to Apps and searching for Repair. If not installed, click Install.
-
Configure Repair Settings (optional but recommended):
- Go to Settings > Repair and ensure the configurations are set to your business needs (e.g., repair types, categories).
- Enable Automatic Creation of Picking to have a seamless stock movement process from customer delivery to warehouse stock.
-
Create a Repair Order:
- Go to the Repair module and click on Create to initiate a new repair order.
- Customer: Choose the customer bringing in the laptop.
- Product: Select the laptop (which can be a product you sell or a repairable item). Ensure the product is listed under Repairable Products for tracking.
- Repair Type: Select the appropriate type for the repair (e.g., Maintenance, Repair).
- Serial Number: If you track serial numbers, input the laptop’s serial number for better traceability.
-
Log Details of the Repair:
- Record detailed information about the problem, parts that need replacement, and any other specifics mentioned by the customer in the repair description.
- Attach any necessary documentation or notes about the repair issue.
-
Warehouse Transfer – Stock Movement:
Since the customer is bringing the laptop to your warehouse, you need to manage the transfer between the customer's location and your warehouse.
a. Create a Stock Transfer from customer location to your warehouse:- Go to Inventory and create a Transfer (can be done manually or automatically linked to the repair order, depending on settings).
- In the transfer, select the product (laptop) and the quantities.
- Confirm the stock transfer to ensure the laptop is physically moved to your warehouse.
- If you've enabled Automatic Creation of Picking in Repair Settings, confirming the repair order will automatically create the stock transfer to bring the laptop into your warehouse.
-
Repair Process:
- Once the laptop is in your warehouse, proceed with the repair.
- Update the repair order regularly with the repair status and any parts used.
- You can add components or track labor costs under the repair order by specifying the products (replacement parts) and services used.
-
Invoice Creation:
- Upon completion, you can create an invoice for the customer directly from the repair order.
- Ensure that all repair costs (labor and parts) are included in the invoice.
-
Delivery to Customer:
- Once the repair is done, you can deliver the laptop back to the customer. You can create a Delivery Order if you’re shipping the laptop back.
- If the customer will pick it up from your warehouse, you can mark the delivery as done once the customer collects the laptop.
-
Close the Repair Order:
- Once the repair is completed and the invoice is paid (or set to draft), mark the repair order as Closed.
Thanks & Regards,
Email :- contact@datainteger.com
Bạn có hứng thú với cuộc thảo luận không? Đừng chỉ đọc, hãy tham gia nhé!
Tạo tài khoản ngay hôm nay để tận hưởng các tính năng độc đáo và tham gia cộng đồng tuyệt vời của chúng tôi!
Đăng kýBài viết liên quan | Trả lời | Lượt xem | Hoạt động | |
---|---|---|---|---|
|
1
thg 11 24
|
3900 | ||
|
1
thg 11 24
|
815 | ||
|
1
thg 9 24
|
685 | ||
|
1
thg 9 24
|
598 | ||
|
2
thg 9 24
|
1073 |