How to Set Repairs in Inventory

Before you can offer a Repair, you have to set it up as a Repair Type in the inventory. (see below)

Step-by-step guide

1. Go to Operations > Inventory > Inventory.

2. Click Add at the top of the screen to add a new inventory item.

3. In the Add Inventory Screen, choose Repair from the Type of Product field.

4. Enter a title for the repair in the Description field (for example “Stove Repair”)

5. Attach a picture by clicking on the Picture icon.

6. If required, you can add additional information by clicking on the Additional Informationtab.

7. Select an existing Department or Sub-Department, or add a new Department (Click the **+**sign to add a new Department).

8. Click on Save and return to the Inventory screen. You will find the newly added item listed on the screen.

9. Under the Other Info section, click on the Repair Setup button to customize the repair defaults.

10. In the Repair/Special Order Defaults Screen, you can adjust what appears on both the initial and final invoices.

11. Also located on the Repair/Special Order Defaults Screen is an option called Flow Control. You can use this feature to assign special orders relating to the repair (for example, who the repair is assigned to, the nature of the repair, repair status, parts required, time allocated, etc.)

6. When you’re finished, click Save and then Quit at the top of the screen.