How to manage Service Repair and Machine Repair management in Odoo ?
If you are looking, Odoo module for Manufacturers and industry-supply companies to Manage MRO-Maintenance, Machine Repair, Equipment manufacturing service order, Job and work order for service request and service order management then, this is the correct odoo apps you. Machine Repair management Odoo apps useful for any kind of repair industry which support all kind of products-equipment repair management process with complete ERP flow which start from repair order, Diagnosis order, Workorder-job Order to Sales, invoice and Accounting Payment. Which provides complete ERP workflow including Sales, Billing and Accounting Payment module. When customer register the service request they will create repair order and head technician will start diagnosis of the problem and create workorder from repair request. After that service management will creates sales order according to workorder and based on sales invoice will raise to the customers.
Create machine repair order.User can create machine repair order with machine related information.
Add machine service detailsYou can add machine service details like (Machine guarantee,Guarantee type).
Manage machine work orderYou can manage machine repair work order (start,pending,resume,cancel).
Print Report.You can print machine repair,diagnosis, work order reports.
Create Machine Diagnosis.You can create machine diagnosis based on machine repair order.
Assign to TechnicianUses are allowed to assign machine diagnosis to technician.
Create machine diagnosis.You can create diagnosis based on machine repair order.
Fully Automated work flow.Repair order, Diagnosis and work order are fully automated with work flow process, So when anything get affected on any document, should be reflected on repair process. i.e When Quotation created and sent, it changes stage as "Quotation Sent" on repair, when work order finishes, it change as work order completed.
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.
Create Machine Diagnosis
Easy to create diagnosis in one click with same information as repair order, then you can assigned it to specific 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 spare part of it under the result.
After adding diagnostic results , now you can create a quotation based on that and send this quotation to your client easily by using send by email.
View Work Order
Once Quotation get confirm it will become sales order(default work flow of Odoo) and same time it will create work order on system. Which indicates that need to start working on machine to be repair.Assigned technician can start working based on work order and once click on start will automatically set start date on work order.
Start Work Order
Finish Work Order
Once Technician finished the work order will record the end date and also record the duration for the whole work order and able to generate a work order report too.
After the work order has been completed Salesperson/Accountant generate invoice from the sale order and send it to client either with print or send by email. And standard Odoo invoicing work flow resume here to validate a invoice and register payment.
- 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
diagnosis and work order. He/she has access to enter diagnosis
result. He/She cannot change any thing on a repair order.
- Service Manager : Service Manager
creates repair order.convert it as a diagnosis able to create
- Director Commercial :Director Commercial is the admin of this system he/she has full access rights of every thing.