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:

1. Install the Repair Module:
   • Ensure that the Repair module is installed by going to Apps and searching for Repair. If not installed, click Install.
2. 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.
3. 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.
4. 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.
5. 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.
   b. Automatic Stock Movement (if enabled in settings):
   • 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.
6. 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.
7. 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.
8. 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.
   Note: The system will not automatically create a delivery for customer pickup; you will need to manually mark it as delivered or ready for pickup.
9. 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