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Overview

Knowlix Repairs manages the complete repair lifecycle for products returned by customers. Track incoming damaged items, document repair work with parts and labor, invoice customers for non-warranty repairs, and coordinate return delivery of repaired products. Key features:
  • Repair order creation linked to original sales returns
  • Parts tracking with add, remove, and recycle operations
  • Warranty designation bypassing customer billing
  • Stage-based workflow (Confirmed, Under Repair, Repaired)
  • Integration with sales orders and inventory

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Repair Workflow

The complete return-and-repair process follows three stages:
  1. Process return from customer (reverse transfer from original delivery)
  2. Create repair order for returned product
  3. Return repaired product to customer

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Creating Repair Orders

Navigate to Repairs and click New. Required fields:
  • Customer: Person to invoice and receive repaired product
  • Product to Repair: Select damaged product from catalog
  • Product Quantity: Amount requiring repair
  • Return: Link to the return order from which product originated
Additional fields:
  • Under Warranty: Check if repair covered by warranty (customer not charged for parts)
  • Scheduled Date: Planned repair completion date
  • Responsible: Team member assigned to perform repair
  • Tags: Classification for filtering and reporting

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Parts Management

Track all components used in repairs through the Parts tab. Click Add a Line for each part involved. Part types:
  • Add: Component being installed in the product
  • Remove: Component being extracted from the product
  • Recycle: Extracted component saved for future use or repurposing
For each part line, specify product, demand quantity, unit of measure, and mark as used when work completed. Update the Done column with actual quantities used versus planned. Repair Notes: Add internal technician notes in the Repair Notes tab for guidance during the repair process.

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Processing Repairs

Confirm Repair: Click to move order to Confirmed stage and reserve required components. System shows component availability in the Forecasted column. Start Repair: Click to move to Under Repair stage when work begins. End Repair: Click when repairs complete to advance to Repaired stage. If unused parts remain when ending repair, system prompts to confirm quantities. Validate to finalize or discard to adjust part tracking.

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Invoicing and Customer Return

Warranty repairs: No invoice required. Proceed directly to returning repaired product. Non-warranty repairs: Click Create Quotation to generate a sales quote pre-populated with all parts used and repair costs. Confirm and invoice customer before or alongside product return. Returning product to customer: From the original sales order, open the delivery record and click Return to create a new outbound delivery for the repaired product. Validate delivery when product shipped back to customer.

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Best Practices

Document repair notes thoroughly for each order to build a knowledge base of common failure patterns. Track warranty versus non-warranty repairs separately to analyze product quality trends. Link repair orders to original sales orders for complete customer history visibility. 💡 Your Knowlix: “Show me all open repair orders” or “How many warranty repairs were processed last month?”