Managing Refurbishments

A refurbishment ticket for an item is automatically created when an item is brought into inventory via tradein ticket or when an item is returned.

Available with version 1.8.0-  A refurb ticket can be created for an existing inventory item or batch of items.

1. Navigate to the Inventory Summary page.

2. Look up the item, then click the "View All" button.

3. Quickly create a refurb ticket for an item by clicking the "Refurb" button.

4. Select a number of items to refurb by checking the appropriate boxes and click the "Refurb Selected" button. Individual refurb tickets will be created for each of the selected items.

5. Select the location and assignee for the refurb tickets, as well as the diagnostic notes.

These items are tracked through their refurbishment tickets, and add any necessary items or labor needed to move this item Instock.   

A link to the created refurbishment ticket can be found in the tradein item description for a tradein ticket, or in the returned item description for a return.

A refurbishment ticket will be created regardless of the status the tradein item or return item is put into. The refurbishment ticket will be automatically closed if the chosen status is not "Pending Refurb" or "Pending Restock".

 

Similar to a repair ticket, we can control aspects of the ticket (such as the ticket assignee and resolution) through the Ticket Properties.

 Ready to Stock

If a refurbishment item is put into Pending Restock status, the ticket will begin in Ready to Stock status. This lets managers know this item is ready for inspection to be put Instock, or moved so that the refurb process can begin.

 

You can move the ticket to begin the refurb process by moving the ticket to Pending Refurbishment status. You can close the ticket if the device is moved to an appropriate status.

  1. Instock
  2. Pending RMA- to begin the RMA process
  3. Parts Only- moves the device out of inventory, signifies that parts were harvested from this device
  4. Shrinkage- moves the item out of inventory, signifies shrink (loss or theft)
  5. Damaged- moves the item out of inventory, signifies damaged by staff member.

Pending Refurb

When a refurbishment ticket is in Pending Refurb status, items can be added to the ticket to track what services or parts were used in this refurbishment.

If the cost on the ticket item reads zero, it may have been automatically transferred to the refurb item cost. This depends on your refurbishment behavior settings.  

 

Once all the appropriate items are added, we can advance the ticket to Ready to Stock status by changing the status of the refurbishment item to Pending Restock. We can also close the refurbishment ticket if the status of the refurbishment item is put into one of the statuses listed above.

Managers can get a quick look at inventory items in the refurbishment process in the Inventory Details page.

 

Filtering for items in the Refurbishment process will show items in Pending Refurb or Pending Restock statuses. For each item, the linked ticket and more information can be seen and changed.

 

Editing Refurbishment Ticket Behavior

You can control refurbishment ticket behavior in your location settings.

 

 

 

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