Repair slip

Repair slips can only be used in connection with the order type repair. Thus, repairs and repair slips are always linked to returned items which are in need of repair. This is why repair slips can only be created for an repair order.

1. Setting up a document template for repair slips

You can create repair slips directly using the PlentyONE standard templates. If necessary, you can copy the standard template and adjust it for your needs.

1.1. Setting up document templates in DocumentBuilder

To set up document templates, you can use the DocumentBuilder (menu: Setup » Documents » DocumentBuilder). For more information on how to use DocumentBuilder, refer to the manual page DocumentBuilder.

2. Generating a single repair slip

Repair slips can only be created for orders of the type repair. To create a single repair slip in a specific repair order, proceed as follows.

Generating a single repair slip:

  1. Go to Orders » Orders.
    → The order overview opens.

  2. Carry out the search (search) to display orders.

  3. Open the order of the type repair for which you want to generate a repair slip. Note that orders can only be opened in the list view.

  4. Go to the Documents area.

  5. At the top left, click on Create document (add).

  6. Select the Repair slip document from the drop-down list.
    → The window Create document: Repair slip opens.

  7. Enter a date that should be displayed on the repair slip.

  8. Optionally enter a comment that should be displayed on the repair slip.

  9. Click on Create (add).
    → The repair slip is created and added to the Documents area.