As you have probably discovered by now, you can only attach a repair device or a trade-in device on a ticket if you have a catalog item for it. Why did we design RepairQ this way? Primarily for reporting reasons - i.e. so that you have good data to work with. If you create your catalog before-hand then you eliminate 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 in addition to "repairable" will allow you to add the item as a trade-in device.
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 is an option that will force you to enter a serial number for the device.
Here's an example of an iPhone 6 Plus, marked as Repairable, Inventoried, and Serialized
Importing Catalog Items
You can use a Catalog Item Import to create new devices, as well. Once again, go to Catalog > Settings. 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 also include any current catalog items being filtered on the page. Downloading the template with all catalog items may cause the download to take an extraordinarily long time.
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.)
TIP: You may want to have an "other" catalog item to handle the exceptions
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. They will still be able to describe what "other" means in this case by using the repair device "description" field.