Create a repair product for each repair rate

Alternatively, you may create one universal "Repair" product that you then customize with the price for each work order.

If you plan to pick up or deliver products to repair, you will need to create separate products for "Equipment Repair Pickup" and "Return Repaired Equipment." Use these products to schedule the pickup on a truck, and notify you that it needs to be delivered back to the customer when the repair is complete. You can also use these products to bill your customer for these services, if necessary.

Creating repair products for each repair rate is the first step in the process for handling repairs. Once complete, you can then Create a repair workorder and add the work order to the service calendar.

1. Go to File > Product > Master.
2. Click New at the bottom of the page.

   

3. In the Product box, type a new product number, and then press the Tab key.
4. In the Description box, type a description for the repair product, keeping in mind that this description appears on the work order and the customer's invoice.
5. Drop down the Status list, and choose Consumable.

   

   All repairs should be set as "Consumable" products, including "Equipment Repair Pickup" and "Return Repaired Equipment" products

6. In the Product Line box, choose your repair Product Line.

   Important!
   If you do not have a product line specifically for repairs, you should create one now. When you do, make sure that you assign the Repair Product Line to the correct accounting general ledger, so that it is not logged as product sales. On the Product Line page, click the General Ledger tab. Then in the Sales G/L choose an appropriate Repair account.
   
   See Set up product lines.

7. Set the cost to $50/hr.
   1. Under Unit of Measure, click Setup, and then set all units to HR.

      

   2. Then under Cost/Price columns, set your L1 list price to the hourly rate.

      

      Tip: You can change this price in the work order, or use the Price Matrix to create formulas for specific customers or groups of customers for this repair product.

8. Now set general product options:

   

1. Still on the Product Master Setup page, click the General tab.
2. From the Commissionable list, select No.
3. Clear the Taxable and the Tax Freight check boxes.
4. Clear the Serial Number Required check box. This will cause the system to prompt the user for a serial number when the repair product is added to a work order.
5. Select the Repair check box.

   Note: For "Equipment Repair Pickup" and "Return Repaired Equipment" products, you should not select the Repair check box.

9. Click Save.

You are now ready to move on to Create a repair workorder.