Repair and Spare Parts

Workshops need to track repairs, the parts consumed and the bill. This module manages repair orders with customer, technician, issue description, part, serial and operation lines, and moves each order through requested, in progress, waiting parts, completed, delivered or cancelled. Parts are consumed from stock and the order can be invoiced from the same form. It plugs into Inventory and Accounting with repair user and manager groups.

1. 1

   Create a repair order

   Under Repairs > Operations > Repair Orders create an order with customer, spare part, serial or lot and issue description. A sequence name is assigned.

   • partner_id
   • part_product_id
   • lot_id
   • description
2. 2

   Add operation lines

   In the line tab add parts and labor with quantities and prices. Totals for parts, labor and total cost are computed.

   • line_ids
   • amount_parts
   • amount_labor
   • amount_total
3. 3

   Assign a technician

   Choose the technician and set estimated hours and estimated cost. Changes are tracked in the chatter.

   • technician_id
   • estimated_hours
   • estimated_cost
4. 4

   Start the repair

   Click Start to move the order to In Progress. Use Waiting Parts if a part must be ordered.

   • Start
   • Waiting Parts
5. 5

   Complete and consume parts

   Complete finishes the work and consumes the parts from stock through stock moves. Inventory quantities are reduced accordingly.

   • Complete
   • Stock consumption
6. 6

   Invoice the customer

   Create Invoice generates a customer invoice from the operation lines. The invoice links back to the repair order.

   • Create Invoice
   • Accounting link
7. 7

   Deliver or cancel

   Deliver hands the item back to the customer and closes the order. Cancel stops an order that is no longer needed.

   • Deliver
   • Cancel

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