Repair Order

The service advisor at the dealership creates this document when a car is brought in for service. When writing the R.O., the advisor records the customer's complaint and gains authorization from the customer to work on the vehicle.

How to Make Repair Order

There are two ways of making Repair Order

Create Repair Order Manually

Home > Vehicle > Vehicle Service > Repair Order

1. Go to Repair order list and click on Add Repair Order button

2. Select Project Type as shown below

3. Select Project Workshop from the drop-down menu as shown below.

4. Add Voice of Customer.

5. Select Advisor and Service Manager as shown below.

6. After selecting Customer, Customer Vehicle section will display all details of Vehicles owned by the Customer.

5. Select the Vehicle from Customer Vehicle section. Vehicle details will be filled in Vehicle Section as shown below

6. Add work details and secondary contact number (if any) as shown below

7. Add insurance details (If applicable)

9. Add Project Template, and check mark on Panel Work (if panel work required). Add Panel Details as shown below.

10. Add Vehicle Readings and Check list table as shown below

11. After submission of Repair Order, a Repair Order Number will be generated automatically. While the status of Repair order is To Receive Vehicle. A Stats dashboard is updating the Repair Order and Payment Statuses.

To Receive Vehicle

1. Select Vehicle button on the top right of Repair Order and choose Receive Vehicle from the drop down menu.

2. A new Vehicle Service Receipt will appear. Save and submit the form, as all the details have already been filled in by the Repair Order, after going through all the details in the form.

Sales Order For the Service

1. Click on the Create button on the top right of the Repair Order and select the Sales Order (Service) from the drop down menu as shown below.

2. A new sales order form will open and all the details already been filled from the Repair Order.

3. Add the rates of labour (Mechanical or Body and Paint) in the Item section as shown below

4. Save and Submit the form.

Sales Order For the Materials

1. Click on the Create button on the top right of the Repair Order and select the Sales Order (Material) from the drag down menu as shown below.

2. A new sales order form will open and all the details already been filled from the Repair Order.

3. Add the Parts and Other item which will be used during the service in the item table as shown below.

4. Save and Submit the form.

Delivery Note

1. Click on the Create button on the top right of the Repair Order and select Delivery Note option as shown below.

2. Many of the details already fetched from the Repair Order.

3. Items already fetched from from the Sales Order (Material).

4. Save and submit the form.

Sales Invoice

1. Click on the Create button on the top right of the Repair Order and select Sales Invoice option as shown below.

2. Customer and Vehicle details already filled from the Repair Order

3. Items to be billed will fill from the both sales order (service & material)

4. Fill in Payment details section (either it will be in form of cash or Credit Card). If the Customer paid the extra amount, then the change amount shown as below.

5. A stats dashboard on the top of Repair Order, shows all working and billing status of the Repair Order

Gate Pass

1. Once we are done with the payment and service of the vehicle, we create the Gate Pass. Click on the Vehicle button on the top right of the Repair Order and select Create Gate Pass.

2. All the details already filled from the Repair Order in Gate Pass. Go through the details, then save and submit the Gate Pass.

5. After the Gate Pass, the Repair Order Status is now completed as shown below.

Repair Order Through Appointment

Home > Vehicle > Vehicle Service > Repair Order

1. Go to Repair order list and click on Add Repair Order button

2. Click on the Select Appointment button on the top of Repair order as shown below

3. Select the Appointment from the drop down menu.

4. Many of the details of the Repair Order will be filled from the Appointment

5. Then we repeat all the above mentioned steps of making Sales Order (Service and Material), Delivery Note, Sales Invoice and Gate pass.

2. Request Pre-delivery Inspection Repair Order from Vehicle Booking Order

Home > Vehicle > Bookings > Vehicle Booking Order

1. Go to the Vehicle Booking Order list and click on the completed Vehicle Booking Order.

2. Click on service button at the top right. Click on the Request PDI.

3. Now the Status of PDI is change to the Requested in the Stats.

4. Again click on the service button and select Create Repair Order option.

4. A new Repair Order form will appear open named as Pre-Delivery Inspection

5. Then we repeat all the above mentioned steps of making Sales Order (Service and Material), Delivery Note, Sales Invoice and Gate pass.

Insight

1. Project Workshop represents the workshop where the work is being done
2. Project Type represents the kind of work that is being done
3. Project Template represents the parts and labour required
4. Voice of Customer represent the service detailing required by the Customer.