Set up service module for repairs | NaviPartner

The service module setup is complex, and can be divided into multiple stages. Follow the provided steps for more information.

Whenever we create a customer repair card, we can set the standard for the customer repair module in the Customer Repair Setup administrative section.

Field Name	Description
Customer Repair Management	Specifies the code of the module on top of the specific service repair scenario.
Rep. Cust. Default	Specifies the type of master file to be used for a customer. If you select Ordinary setup, the Customer Card will be used, and if Cash is selected, the Contact Card will be used.
Fixed Price of Mending	You can preset a fixed price for repairing items.
Fixed Price Of Denied Mending	Whenever a repair is being processed, there’s a default price that the customer can pay regardless of whether the repair is done or not (depending on the business policy in place). You can preset a fixed price for the time spent on processing the item and evaluating if it can be repaired or not. If not, the item is returned with a charge to cover the evaluation process.
Repair Item No.	A service item is crated to be used in the invoicing of our time/labor. An item needs to be created for the repair so that there can be an item line written in the invoice detail line when creating invoices.

You can configure a POS menu button to retrieve the NPSM Customer Repair List. To do so, you can use the POS action RUNPAGE with the following page ID parameter - 6185133.
Email setup should be performed in the relevant administrative section.
The emails are activated based on the Status of the Customer Repair Card.

Code	Description	Report ID	Table No.	Filter
REPAIR_DONE	Email repair completed	6014502	6014504	Awaits claiming
REPAIR_NOTE	Email Repair Customer Note	6014504	6014504	To be sent
REPAIR_OFFER	Email Repair Offer	6014501	6014504	Awaits approval
REPAIR_GUARANTEE	Email Repair Guarantee	6014503	6014504	Claimed

To set up the SMS module, follow the SMS setup how-to guide. The mails are activated based on the status on the Customer Repair Card.

Code	Description	Table No.	Filters on Table	Status Filter	Sample Message
REP_APP	Cust. Repair Approved	6014504	Yes	Approved	We acknowledge your approval to start the repair for 150.
REP_AT_VEN	Cust. Repair at Vendor	6014504	Yes	At Vendor	The 150 left for repair was sent to repairer for an estimate.
REP_AW_APP	Cust. Repair Awaits Approval	6014504	Yes	Awaits Approval	We have received an estimate from the repairer regarding 150. It will cost DKK 22 Vat. Incl. Awaiting your approval to proceed with repair.
REP_AW_CLA	Cust. Repair Awaits Claiming	6014504	Yes	Awaits Claiming	The repair for the 150 is completed & ready to be collected.
REP_CLAIM	Cust. Repair - Claimed	6014504	Yes	Claimed	We trust you are satisfied with the repair done on the 150. Please do not hesitate to contact us if you have questions regarding the repair. Thank you.
REP_READY	Cust. Repair Ready No Repair	6014504	Yes	Ready No Repair	The 150 did not need repairing. It is ready to be collected.
REP_RETURN	Cust. Repair Repair Return	6014504	Yes	Return No Repair	The 150 cannot be repaired. It is ready to be collected.

Set up the report for customer repair with the Report Selection - Customer Report function.

Note: Documents are produced at different stages in the repair process - Repair Done, Customer Note, Repair Offer, Repair Guarantee, Delivery Note, and Repair Label.

The following options are available:

Report Selection Option	Report ID	Code Unit ID	Print Template	Report Name	Customer Repair Card Shortcut
Repair Offer	618513			NPSM Repair Offer	Repair Offer
Repair Finished	6185133			NPSM Repair Done	Repair Done
Repair Warranty	6185134			NPSM Repair Guarantee	Repair Guarantee
Customer Receipt	6185131			NPSM Customer Note	Customer Note
Shipment Note	6185132			NPSM Delivery Note	Delivery Note
Repair Label		6014547	REPAIR		Repair Label

Note: The specification for label prints is defined in the Print Template List section. Each company can define their own format.

Create a new Customer Card from the Customer Repair List.
- In the General section you can provide information pertaining to the customer who has requested the repair service, such as Name, Address, and contact details.
- In the Repairer Details section you can identify if the repair is being done in-house, or if it needs to be sent to an external repairer. If it is sent to an external repairer, then it’s necessary to seek a quote from the repairer before giving it to the customer.
- In the Registration section you can state information about the item that needs to be repaired, such as description, cost etc. You can state whether the item is under guarantee or if the cost repair is offered freely, as well as the expected delivery date. It is also possible to state the price (fixed or base), nd the status of the repair. The repair supervisor keeps track of which step of the repair process has been reached, and customers can be promptly notified via SMS or email about the current repair stage.
- In the Invoice To section, record the billing details of a person to whom the invoice is sent.
- In Communication, you can log the type of the repair process, and dates of communication performed with the customer.
- In Defect Description, the repairer or a salesperson records the defects to the item that they have found.
- The Repair Description section should be updated by the supervisor with all repairs that were applied and all parts used. These items are displayed on the invoice, either as remarks or chargeable spare items stated above the agreed-on price. It’s possible to state what should be charged on the invoice.
- In the Picture section, you can upload pictures of the item.
Configure the Customer Repair Card functions.
Different documents can be printed or sent by email from this section, during various stages of the repair process.
- Repair Label - the label or reference can be printed to identify the item when storing it in the repair department or when sending it to an external repairer.
- Customer Note - when the customer leaves the item.
- Repair Offer - it’s printed when we obtain the price from the repairer.
- Repair Done - when the repair is completed.
- Repair Guarantee - this is printed when the item comes back repaired; it is the customer’s warrantee on the repair.
- Delivery Note - the document accompanying the item to the external repairer.
Import the picture of the item in the Customer Repair Card.
In the Tasks sections, you can perform different tasks at various stages of the repair process.
- Finalized Repair - when all spare parts, expenses, and the price have been provided, you can finalize the repair job, and make it ready for invoicing.
- Finalized Repair and Print - apart from finalizing the job, additional details can be printed for the customer as well.
- Send Status SMS - If an SMS function is configured in the system, at various statuses of the repair job, an SMS can be sent to customers. This function triggers messages which are predefined in SMS templates. It uses the telephone number defined in the Phone No field in the Customer Repair Card.
- Create Invoice - After finalization, an invoice can be created for the customer. Depending on the applied setup, this invoice can be on paper or sent via email to customers for payment and delivery purposes.
- Create Sales Order - It is the same principle as with Invoice creation, but instead of an invoice, a sales order is created.
Configure the actions in the Customer Repair Card.

customer_repair_actions

The following actions are available:

List - a list of available customer repair cards.
Repair Closed/Claimed List - a list for already claimed items and closed repair requests.
Send Mails - if this function is configured in the system, at various stages of the job, emails can be sent to the customers. The function triggers email messages predefined in the Email Templates. They use the email address defined on the Customer Repair Card.