Create a Wholesale Repair Job from existing Memo or Invoice

This article explains how to create a repair or service job using existing memos or invoices within the Wholesale Account module.

You may refer to this video for a step-by-step guide on creating a wholesale invoice:

https://www.youtube.com/watch?v=3SWDox0l5jE 

Step 1: Access the Wholesale Account Module

1. Open the left navigation menu.

2. Click on Wholesale Accounts.
    

3. Select the desired Wholesale Account. 
   In this demo, we’ll use the memo and invoice from the account named Jov.

4. Click on the Jobs tab.
   
   

5. Press the Create Job button to start setting up the service job. For this example,we will be creating a Simple Repair Job.
   
   
   

NOTE: The Advanced Service Job allows you to be able to A Repair, Assembly, and Disassembly Job at the same time.

Step 2: Enter Job Details

1. A Job Details section will appear where you can edit various job-related details. The fields are as follows:

• Create From - Dropdown to select the source type, such as Wholesale Customer Invoices & Memos.

• Short Description - A brief description of the job (e.g., Service Job with name and date).

• Reference # - The customer's reference number for this job.

• Contact - The primary contact person for this job.

• Tracking # - The tracking number associated with this job, if applicable.

• Created By - The name of the person who created the job.

• Job Date - The date the job was created or scheduled.

• Contact Email - The email address of the primary contact person.

2. For this example, we’ll fill out the different fields.

3. Click Next in the top-right corner to proceed. 

Step 3: Select Items for the Repair Job

1. In this section, you’ll see all items from the selected account that are invoiced or memoed and are eligible for repair.

2. Items can be added in one of the following ways:

   • Scan the item with a barcode scanner.

   • Manually select items from the list.

   • Upload a spreadsheet by clicking Select From Excel or CSV.

3. Once you’ve selected the items for repair, click Next to move forward. 

Step 4: Finalize Service Job Details

1. In this final section, you can make adjustments to the Service Job:

   • Add a description for the repair.

   • Adjust the price of the job if necessary.

2. Once all adjustments are made, click Complete and Create Job to finalize.

Troubleshooting

If you encounter any issues while trying to Create a Wholesale Repair from Existing Memo or Invoice, please reach out to  Flawless POS customer support for technical assistance.