Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT THEY ARE
Repairs are service jobs that originate at Point of Sale within The Edge. Tools are available to help you track and manage their flow through the store with flexibility, allowing you to get as detailed as you want.
WHAT THEY DO
Repairs typically consist of three steps:
Completion of work in back office
You can use the Already Finished checkbox at Repair Intake to complete a repair in a single transaction. It will be immediately picked up and no subsequent transactions are necessary.
The "Repairs Pick Up Only When Marked Done" System Option controls the mark as done requirement. Set this to false to pick up appraisals at any time. Doing so will mark the repair as done at the same time it is picked up.
HOW THEY WORK
Open POS and click the Repair Intake button. The Repair Intake window will appear. This window is divided into two sections: the top contains information about the item while the bottom contains the work details.
In the top section, enter details about the item being repaired.
Item Description: Description of the item
Private Notes: Will not print on the customer’s receipt.
Condition Notes: Will not print on the customer’s receipt.
Who: Associate completing the repair. Specify someone to assign them all tasks.
Show All Associates: Check to show all associates in the Who drop-down.
Already Finished: Turns this into a 1-step repair that is finished and picked up
Declared Value: Customer’s declared value of the item.
Express Service: Marks this repair for express service.
Estimate Only: Marks this repair estimate only.
Notify: Contact info for person that should be notified when repair completed.
Item #: Allows you to select a currently in stock item or previously sold item for repair; its details will be copied to the description.
Camera Icon: Opens photo interface, allowing you to acquire a new photo or link to existing images.
The bottom section is divided into three tabs: Tasks, Parts, and History.
A repair must have at least one task describing the work being done. Enter Description and Price details on the task line. Alternatively, use the Find SKU button to look up an existing repair SKU by its search keys. Repair SKUs can provide more information on setting these up. If you specified a Who at the top, it will automatically copy to each task, though you can change this on a per task basis.
To enter additional information, such as cost or more thorough detail, click the Task Details button at the bottom. This will open the Repair Task Details window. At initial intake, enter your cost and price into the Revised column. When you edit this job in the future these values will automatically move to the Original column.
Use the Add Task button to add as many tasks as necessary. To change the order the tasks appear and print, select the task and use the Move Up/Down buttons. Optionally, you can add parts to this job. To do so click on the Parts tab.
Click the Add button and the New Part window will appear. The Task dropdown at the top links this part to a specific task.
To use a part from inventory click the Item # drop-down and search for it. Otherwise, to use a non-inventory part, skip the Item # field and enter the details manually. Inventory items will not be taken out of stock ("consumed") until the repair is picked up.
To finish entering this repair, return to the Tasks tab. Use the ETA field to set a completion date and utilize the checkboxes at the bottom to indicate whether ETA and/or Price is estimated.
Finally, enter the initial deposit amount in the bottom right. This amount will be immediately due. Click OK/Save & Close to add this repair to the sale.
EXPAND YOUR EDGE EDUCATION
Can’t get enough of Repairs? Click the button below to launch our Edge User site and log-in for an even more detailed look into Repair Intake. Plus, learn how to Edit, Adjust, Find, and Complete Repair Jobs and how to work with Care Plan-covered Repairs. Then explore the rest of the site and empower your business through webinars, articles from The Edge Knowledgebase, or discussions with fellow Edge users.