How do I close a repair file?

When the technician has completed the repair, he can set the status to « Completed, to be invoiced » so that it can be invoiced later:

To invoice a file, you need to check the amounts associated with the items and add the quantities used in the item table: 

Save, then click on « to Invoice »: 

The system will ask if you wish to return the appliance to the customer in the case of a « Workshop » type file:

And if you wish to make a payment:

Click on « Add a payment method », select the payment method and the amount, then click on « Create »:

The invoice will then be created according to the client: 

- If the appliance is under warranty and is covered by a manufacturer's warranty, an ISG will be created, as well as an invoiceable BL or Pro Forma Invoice (depending on what has been set up in the manufacturer's master record).

- If the takeover is assigned to another third party or reseller, the invoice will be created according to the type defined in the other third party or reseller master record.

- If the takeover is assigned to a third party with an « None » billing type, an invoice will be generated.

If the product was not returned when the file was closed, it can be returned later.

To do this, go to the folder list and select the « To be returned » status: 

To return one or more products, select the corresponding line(s) and click on « Return »: 

It is also possible to restore the product in the same way from the repair file.

A status code « 602 - Device returned » is then added to the history: 

When a product is in « To be dispatched » status, you can print out a delivery note.

As with the return, you need to select the corresponding line(s) and then click on « Edit delivery note »:

It is also possible to edit the form when you are in the job file: 

A status code « 1107 - Device sent » is then added to the history: