How Should I Setup My Repairable Devices in the Catalog?
RepairQ is designed to only attach a repair device or a trade-in device on a ticket if there is a catalog item for it. Why did we design it this way? Primarily for reporting reasons, i.e. you will have consistent data to work with. If you create your catalog beforehand, you reduce the possibility of typos, duplicate entries, incorrectly named items, etc. As a result, you have good business data that is able to generate clear and accurate reports.
Creating the Catalog Items
Go to Settings > Catalog.
On the Catalog Item List page, select the plus-shaped Add icon to add a new catalog item.
When you create a catalog item you have a number of options available that will determine whether or not it will show up as an option for a repair device, trade-in device, or ticket item.
- Repairable: Enabling this will allow you to attach the catalog item as a repair-device on a repair ticket.
- Inventoried: Enabling this will allow you to add the item as a trade-in device, or stock it in your inventory.
Note: A trade-in device is purchased from the customer and it will enter your inventory, so that is why you must check the Inventoried box to make it an available choice.
- Serialized: This option that will require you to enter a serial number for the device when adding to inventory, via a trade-in ticket, purchase order, or inventory import.
Here's an example of an iPhone 6 Plus, marked as Repairable, Inventoried, and Serialized
TIP: With so many models out there in the world, it might be difficult to keep the rare and old models in your catalog. Since employees cannot add a catalog item on-the-fly (from the ticket screen), they may need a catch-all item for the rare exceptions. You may want to create an "other" catalog item to handle those exceptions. The user will still be able to describe what "other" means in this case by using the repair device "description" field.
Importing Catalog Items
You can use a Catalog Item Import to create new devices, as well. Once again, navigate to your Catalog. This time, click on the Action Menu next to the plus-shaped Add icon. In the resulting drop down menu, choose the Import action.
Scroll to the bottom of the page and select the Catalog Import Template.
Note: We recommend filtering your catalog list by the Item Type you wish to import first, as downloading the template will include any current catalog items filtered on the page. Downloading the template with all catalog items will cause the download to take longer, based on the size of the entire catalog.
When importing Catalog Items, changing the Repairable field to 1 for the item will mark it as repairable. (The same is true of the Inventoried and Serialized fields.)