RETURN
Return is typically used to record the receipt of a device from a customer for repair or maintenance purposes.
Step 1. Go to the repair job detail -> Select the Returns-> Click New
Step 2. A popup titled Add return will appear. Fill in the required details:
- Tracking Number & Carrier: enter the shipment tracking number
- Name: Enter the name of the return.
- Job Tracking Number: Automatically populated based on the repair job being viewed. This field cannot be changed by the user.
- Customer: Automatically populated based on the related repair job. This field cannot be changed by the user.
- Delivery Method: Select a suitable delivery method. These methods are predefined in Settings → Delivery Methods.
- Expected Delivery Date: Select the expected delivery date.
- Status: Select the retrun status. Available options include: Pending, Scheduled, In Transit, Delivered, Failed, Sent, Cancelled. These are the default statuses of the module.
- Sender Address, City, State, Zip Code, Country: Enter the sender's address details. Click "Same as Repair Location Info" to automatically copy the address from the corresponding repair location (branch).
- Receipt Address, City, State, Zip Code, Country: Enter the recipient's address details. Click "Same as Customer Info" to automatically copy the customer's company address.
- Description: Enter a description for the return.
- Attachment: Attach any necessary files for the return.
Step 3. Click Save
Step 4. Staff can add notes to the return by clicking Add Note
Step 5. A popup titled Add Note will appear. Enter Description and attach files if needed → then click Save
You can create multiple notes for return, the notes will be displayed in a tree format with the closest note at the top.
Step 6. Sign on return. This function is for admin portal
Click the Sign button → a popup titled Signature & Confirmation of Identity will appear. In the popup:
First Name: Enter the first name of the person signing.
Last Name: Enter the last name of the person signing.
Email: Enter the email address of the signer.
Signature: Draw the signature in the signature box.
→ Then click Sign to complete the confirmation.
DELIVERY
Delivery is typically used when a device needs to be transported to another location for further repair or inspection, or when returning a repaired or maintained device to the customer. To create a delivery, follow these steps:
Step 1. Go to the repair job detail -> Select the Deliveries-> Click New
Step 2. A popup titled Add Delivery will appear. Fill in the required details:
- Tracking Number & Carrier: enter the shipment tracking number
- Name: Enter the name of the delivery.
- Job Tracking Number: Automatically populated based on the repair job being viewed. This field cannot be changed by the user.
- Customer: Automatically populated based on the related repair job. This field cannot be changed by the user.
- Delivery Method: Select a suitable delivery method. These methods are predefined in Settings → Delivery Methods.
- Expected Delivery Date: Select the expected delivery date.
- Status: Select the delivery status. Available options include: Pending, Scheduled, In Transit, Delivered, Failed, Sent, Cancelled. These are the default statuses of the module.
- Sender Address, City, State, Zip Code, Country: Enter the sender's address details. Click "Same as Customer Info" to automatically copy the customer's company address.
- Receipt Address, City, State, Zip Code, Country: Enter the recipient's address details. Click "Same as Repair Location Info" to automatically copy the address from the corresponding repair location (branch).
- Description: Enter a description for the delivery.
- Attachment: Attach any necessary files for the delivery.
Step 3. Click Save
Step 4. Staff can add notes to the delivery by clicking Add Note
Step 5. A popup titled Add Note will appear. Enter Description and attach files if needed → then click Save
You can create multiple notes for delivery, the notes will be displayed in a tree format with the closest note at the top.
Step 6. Sign on return. This function is for admin portal
Click the Sign button → a popup titled Signature & Confirmation of Identity will appear.
In the popup:
First Name: Enter the first name of the person signing.
Last Name: Enter the last name of the person signing.
Email: Enter the email address of the signer.
Signature: Draw the signature in the signature box.
→ Then click Sign to complete the confirmation.
