Data fields in the top part of the Repair Intake window deal with taking information about the item before repair and working with tasks required to perform the repair.
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Fields and options available in the top portion of the Repair Intake window include:
Item Description (for customer receipt)
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A description of the item that will appear on the receipt.
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Already Finished
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In the event the item is repaired while the customer waits, check this option to indicate that tracking is not necessary. Doing so creates a one-step repair that does not require pickup and is counted as finished immediately.
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Camera icon ( )
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Allows you to photograph the item for reference. See the section entitled Photographing an Item. Note that multiple photographs can be added to the repair history.
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Declared Value
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The customer’s declared value of the piece. This is very important in the event of a loss; the insurance company will only pay up to this amount. Whether this is a required item is controlled by system settings.
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Private Notes
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Notes about the item that the customer will not see on a receipt.
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Condition Notes
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Notes about the condition of the item. This will not appear on the receipt.
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Express Service
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Select this if the customer requires a quick turnaround.
NOTE:
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If the Express Service option is selected, an estimated date of arrival must be entered in the ETA field. This will increase the price by a factor specified in System Options.
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Estimate Only
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Indicates that this is an estimate, and work should not be performed until the customer has approved it.
NOTE:
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If you’re using estimates, you must record customer approval under Repair Edit.
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Who
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The associate to whom the task is being assigned. It is a drop-down menu of associates who are listed as jewelers in their associate records. Go to Administrative > Associates to change an associate’s status.
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Show All Associates
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Changes the Who drop-down menu to include associates who are not listed as jewelers so that you can assign the task to anyone.
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Notify
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Allows you to select the method by which to automatically notify the customer when the repair is complete. For more information, see the section entitled Notifications.
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Item #
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For items sold by your company, enter the item number for easy record keeping.
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Enter information about the item as described above and complete the Tasks portion of the Repair Intake window. The bottom portion includes three tabs: Tasks, Parts, and History.
System Options may require that a photo be taken of every repair taken in.