If your business involves delivering physical products to customers, there’s always a chance your items may get damaged during transportation. When this happens, customers will reach out to your after-sales service to request a refund, a replacement, or a repair.
With Odoo’s Repairs module, you can efficiently track the entire process - from receiving the damaged product to repairing it and returning it to the customer. Let’s explore how it works:
1. Enabling the Repair Module
Before you start processing repair orders, make sure the Repair module is installed.
- Navigate to Apps.
- Search for Repairs.
- Click Install if it is not already installed.
2. Receiving the Damaged Product
You can go to the delivery order and process a return for the product the client wants to return and see that it’s repaired. Now simply click on the Return button.
A pop-up will appear where you can select the product and its quantity to return. Now you can click on Return again.
This will create a receipt of the product that you will later confirm when the product reaches your warehouse.
3. Creating a Repair Order
After receiving the damaged product you can initiate a repair order to fix it: Go to Repairs > Repair Orders and Click on Create.
On the RO form you have the following details you will need to fill out:
- Customer: The client that requested the repair.
- Product: The item to be repaired.
- Quantity: The number of products that require repairing.
- Return: The return order from which the product was initially ordered. This can be done as the first step. The customer field will also automatically be set, and the products will be filtered so that the client only sees the ones belonging to that specific transfer (WH/IN).
- Under Warranty Checkbox: Whether the repair is covered by a warranty and if the customer should be charged or not. (If the checkbox is not checked the customer will be invoiced.)
- Scheduled Date: Selects a date for the repair.
- Responsible: Lets you select the user responsible for the repair.
- Company: Indicates which company the RO belongs to.
- Tags: Lets you select which tags should be applied to the RO.
Now you can complete the RO with the parts and instructions needed for executing the repair process:
- Parts: Is it possible to add, remove, or recycle parts? Add a new line, select the type, the product and the quantity to use or remove. Create as many lines as needed.
- Repair Notes: Add internal notes about this specific RO, as well as anything the user who’s performing the repair might need to know.
- Miscellaneous: See the Operation Type and locations for this repair to make sure all miscellaneous instructions are in order.
Once all desired configurations have been made on the RO form, click Confirm Repair.
This moves the RO to the Confirmed stage and reserves the necessary components needed for the repair.
Now the responsible person for that RO can start the repair process and select which parts they should add, remove or recycle according to the ones you initially configured. They can also determine if there was a need to use any of the parts. The person responsible can simply deselect the used checkbox.
Once the product has been successfully repaired, the RO is completed. To register this in the database, click End Repair. This moves the RO to the Repaired stage. A Product Moves smart button also appears above the form.
Click the Product Moves smart button to view the product’s moves history during and after the repair process.
If the product is under warranty, the next step will be to return the product to the client. If the product is no longer under warranty, the next step will be to create an invoice. To do this, simply click on Create Quotation. This opens a new Quotation that’s pre-populated with the parts used in the RO, along with the total cost of the repair calculation.
After confirming the Quote details you can confirm the quote and create the invoice to send to your client.
4. Returning the Repaired Product to the Customer
To return the fixed product to your customer, simply go to the original SO and navigate to the deliveries.
Select the product return (WH/IN).
You can see that this document is now linked with the RO that you just finished.
Click on the Return button to create a delivery of the repaired product to your customer.
Adjust the information if needed and click on the Return button again.
When the delivery has been processed and the product has been returned to the customer, click Validate to validate the delivery.
Conclusion
Odoo’s Repairs module optimises the repair process by providing a structured workflow from return to final delivery. By following these steps, businesses can effectively manage repairs, improve service efficiency, and maintain precise inventory records; ultimately enhancing customer satisfaction and operational efficiency.
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