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Repairline User Guide

1. Actions Servicetype Key Textkey u Bring in ip CBR Central board repair DOA DOA ip ESC Escalation ip EX Exchange ip HS Home service ip F Pickup ip PUR Pickup Return ig PEX Preexchange ip PP Premium pickup ip Premium service ip BE Refund ip RET Return ip RMA RMA ip S Shuttle u 9 SWAP Swap ip TD Transportation damage gt Settings Actions Company Servicetype Key Textkey E amp w Bl Bring in Described in detail in 10 15 Now you have the minimal together to create a Servicecase 2 Info Panel The Info panel shows you under which user company you are logged in You also be quickly accessed via the Info panel to all the information about your service cases tickets and client meetings By clicking on service cases tickets or client appointments appear a detailed overview In the information panel is at the top right a Logout icon click on this icon to log out E S a initPRO innovative it professionals GmbH i User Fk REPAIR Company Initpro GmbH Service cases Tickets Appointments lt gt L ae PR EN A L c PAA m ives lt yE a gt Overview d New Service Case r au New Ticket Loan units 3 ne R MY ACCOUNT CUSTOMER ADMIN ADMINISTRATION DOCUMENTS STOCK PROCUREMENT Overview 3 Overview Under the menu item Overview you can get a quick and easy overview of your Servicecases tickets and customer meetings Set the filters as desired and click
2. Orderdate to 07 01 2013 Ordernumber Supplier Orderstatus Select item lt gt Partoders Actions Orderdate Ordernumber Reference Orderstatus Orderpositions Supplier w 21 12 2012 inpr5 00013 To Order 1 w 28 12 2012 inpr5 00014 To Order 1 13 6 Supplier Here s the data set of your Suppliers Already registered suppliers can be searched under Purchasing Supplier The search is performed by entering the company name search also accepts Lastname Firstname Suppliernumber Email Street Zip Code City or by using the alphabetical index The search initPRO innovative it professionals GmbH s done by clicking on the letter that corresponds to the first letter of the last name company name By clicking on the sign all registered suppliers are listed ee Search for Lastname Firstname Suppliernumber Email Companyname Street Zip Code ABCDEFGHIJKLMNOPQRSTUVWXYZ gt Supplier Actions Suppliernumber Companyname Lastname Firstname Title Address COO s U oo tttttt tst tst U w U inpr 00003 rew rew foo inpr5 00007 U i Q inpr5 00008 Z OO inpr5 00009 E To add a new Supplier click on the add icon Now enter the Informations of the supplier and click on Create gt Supplier Reference Email Companyname Example Phone mobile 123456789 Title Firstname Lastname gt Address Companyname Example Department Salutation Miss
3. Caco EE EA a aA T oel ne 10 no cee THII p G 10 p 10 del ae 12 no uar JAVNI G a Sr 10 12 T anapa 10 no ie p c 6 p 10 T ee r 1 000 rao cia a HAFIZ a 6 Zr 10 1 000 P vie her AT 1 ne mansa h p 6 7 40 1 oO vie eee 1m BE a a 6 G 1 u ee amp 1m air a p c a p 1 13 4 Requisition Notes Under Procurement Requisition Notes you will find all of the Requisition Notes Again you have the option to create a new requisition Just click on the Requesting icon To learn more about the requisition click on the Information icon in the Actions column 69 innovative it professionals GmbH Requisition d User wv 50 PartNumber 1 PartName 1 EanCode 1 5 v 52 PartNumber 1 PartName 1 EanCode 1 1 24 02 2011 v 54 PartNo1 PartNo1 ean17 1 0 55 PartNumber 1000 PartName 1000 EanCode 1000 10 09 03 2011 vu 56 PartNumber 1 PartName 1 EanCode 1 1 wu 57 PartNumber 10 PartName 10 EanCode 10 2 wv 59 PartNumber 100 PartName 100 EanCode 100 2 oO 65 PartNumber 1 PartName 1 EanCode 1 1 v 79 partTest6 ExamplePart 9780971234581 1 oO 80 MwTest8 ExamplePart 9780971234581 2 T 13 5 Part Order Book Here you will see a list of your Part Orders Use the filters under Purchasing Part Order Book in order to find the desired Part order Click on the Information icon in the Actions column to get the details of the order ee gt Filter Orderdate from 01 11 2012
4. 10 24 Parts Create in Administration Parts a data set for your parts Enter the dates of your parts partnumber selling price net and basestock are mandatory fields The parts have to be assigned to manufacturer business units To confirm click on Create or click on Create New to create the Part and add another one i my gt Parts Partnumber 123 Partname Example Partdescription Example EAN Code 132 Identification Example Partgroups Select item Selling price net 1 00 CHF Basestock 0 gt Manufacturer Businessunits Standard Standard Create New Create Please also note 10 21 Import Export In order to find already existing components type in the search line type your product It doesn t matter whether you enter part number part name or UPC code 10 25 Import Export To add so many products parts is time consuming and labor Under Administration Import Export it is possible to transfer your products parts quickly and easily from an Excel file Download the template Excel files and enter your product part data Select the appropriate manufacturer business unit and specify the file name initPRO innovative it professionals GmbH x E RepairLinelemplateUploadParts2 Kompatibilitats modus Micr Start Einfugen Seitenlayout Formeln Daten berpr fen Ansicht BEE Calibri ln s a e r E Zeilenumbruch
5. O O O Rabatt 24 00 CHF O O O Zusstzkosten 37 80 CHF O O O Austsuschkosten 240 00 CHF E E E 4 Save Similarly you can set Status reasons Save To add another Workflowstep click on the Add icon 42 initPRO innovative it professionals GmbH By clicking on each status settings l ke Status Roles Actions Status Conditions Previous status Document Template Status Reasons Service flat charge Customer Email Sms to Customer and External email can be edit 10 14 Settings Under Administration Settings you can set the business unit and manufacturer Enter the company and the business unit or the manufacturer Each combination of business unit and manufacturer will be determined individually gt Business Unit Actions Company Business Unit Coo Coo E06 gt Manufacturer Actions Company Manufacturer E00 E00 E00 E06 gt Manufacturer Businessunits G Actions Statuscode Manufacturer Business Unit 00 Valid 0 O Valid 0 O Invalid 0 Invalid 0 O Invalid 0 Q Invalid 10 15 Shop Matrix Here you can create a Shop Matrix In the Shop Matrix you can set default Repaircenters and Servicecase Ordernumbers for each user Select the user and click on the submit button Now the Shop Matrix for that user will appear In the first column the Manufacturer Businessunits are listed In the second column you can select a default Repaircenter by s
6. Common up Account Informations Described in detail in 8 1 and 8 2 initPRO innovative it professionals GmbH Now you should set up your Business Process configuration For this you have to click on Administration Business Settings Now create your Business Units by clicking on the Add icon on the right After that crate your Manufacturer s by clicking on the other Add icon and set the Manufacturer BusinessUnits relations The Manufacturer Businessunit list will be created automatically You also ass gn the Workflows and Service Codes to the Manufacturer BusinessUnits Te gt Business Unit Actions Company Business Unit Coo E06 E06 gt Manufacturer Actions Company Manufacturer E00 E00 E00 E00 gt Manufacturer Businessunits 6 Actions Statuscode Manufacturer Business Unit 00 Valid 008 Valid 00 Invalid 00 Invalid 00 Invalid 008 Invalid Described in detail in 10 13 Up next is the Service Code To create Service Codes click on Administration Business Service Code Service Codes serve as structured documentation and documentation of failure symptoms states and made repairs You can use either one of the 4 System Templates and change them the way you want or you can even create your one Service Code This allows you a manufacturer independent service execution innovative it professionals GmbH MY ACCOUNT CUSTOMER AD
7. inpr i OrderNumberg inp opr 5470 inpr 54007 1 inpr5 00012 inp S473 Reference 10 Reference 10 Reference 7 Reference 1 Reference 3 Reference 4 Referenced pp Tes LD test2008_01 Orderstatus Orderpositions Supplier To Order 1 To Order 1 To Onder 1 To Onder 1 To Order 1 To Order 1 Ta Onder 0 To Order 1 To Order 1 To Order 1 To Order 1 To Order 1 To Order 1 To Order 1 To Order 1 To Onder 1 Create a Part Order by check the Supplier Partoders Orderpositons To edit the Supplier click on the Edit icon Enter your Partorders and Orderpositons to add another Orderposition click on the Add icon To complete click on Generate Partorder or click on Save to save the changes 66 initPRO innovative it professionals GmbH Supplier Fj Suppliernumber 501 Department Reference Street Companyname Additional Title Zip Code Firstname City Lastname State Bayern Email Country GERMANY Fhone 12313213 Phone mobile gt Partoders N Orderdate 3112011 TermsOfDelivery Deliverydate 3 4 2011 Terms of payment TermsOfPayment Reference Referen ce Orderinstructions Orderstatus To Order gt Orderpositions Terms of delivery Price met Quantity Deimerydate MwTest97 ExampleParl L e Generale partorder
8. Frice nel Price grass fog Sander 2 00 CHE 2 00 CHF En gt Service flat charge Service flat charge Key Ex Price net 10 0000 CHF Textke Price gross 10 8000 cHe Translated rame required 10 10 Translation Mode To turn the translation mode on or off click on Administration Translation Mode Is the translation mode is on after each key text appears this icon amp By clicking th s icon opens a window for editing the text key Now you can edit the translation of the text key in the languages that you have chosen for your company 34 initPRO innovative it professionals GmbH i nage Email Templates Edit translation x Identity Textkey UI Company Deutsch Unternehmen Wi English Company Accounting Z Fran ais Entreprise Translation Italiano Azienda ATA an Reset Abbrechen Forwarder gt Business 10 11 Forwarder To be able to send packets to orders to shipping company UPS DHL will be taught Click here to update your master data record for carrier parcel service To create a new carrier you have to click on the Add icon the top right Now enter the data for your carrier to Forwarder name and Forwarder type are required and to complete click on Create or click on Create New to add another carrier Biaise gt Index Actions Forwarderkey Forwarder name Forwarder IZ O UPS UPS Def
9. IMEI number on the appliance and the packaging the same DOA check passed Order 0000008 Send Home yes Device delivered to Service Center Customer Test Muster Mobile 1111111 Manufacturer Product group Tablet PC Workflow Standard Warranty Warranty check Accounting Type No repair maximum amount Loan units DOA DOA rejected L Internal comment on behalf of L Customer tracking Edit Times Produktdaten Kosten 29 initPRO 10 5 Email Template innovative it professionals GmbH Email Templates allow the user to save time and easy to send emails Administration email templates may footer and general settings such as the sender s name sender email mail servers etc the personal ideas can be adapted To change the Footer or the Mailserver settings click on the Edit icon MY ACCOUNT CUSTOMER ADMIN DOCUMENTS STOCK PROCUREMENT gt Footer Footer HTML formatted Footer gt Mailserver settings Sender Name Repairline de Sender Email info repairline de Mail Server Mail Server Port User Name SSL Encryption no Please enter in your settings if you want use your own mail server otherwise the default Repairline Mail Server setup is valid 10 6 Look and Feel Administration Look and Feel here you can make individual adjustments to the website design Color scheme the image of the header and the footer are ready to complete as
10. Mister Street Example 1 Title Additional Firstname Zip Code 1234 Lastname City Example Email State Phone Country Select item m Phone mobile 0123456789 Fax To delete a Supplier click on the Delete icon in the Actions column To learn the details of a Supplier click on the Details icon in the Actions column To edit a Supplier click on the Edit icon in the Actions column By clicking on the Edit icon you can edit the Master 71 initPRO innovative it professionals GmbH record and Invoice of the Supplier and add Contact or Delivery Informat on for that cl ck on the Add icon mi gt Master record Reference Email Companyname Example Phone mobile 0123456789 Title Firstname Lastname gt Contact gt Delivery Invoice C3 l Companyname Example Department Salutation Street Example 1 Title Additional Firstname Zip Code 1234 Lastname City Example Email State Phone Country GERMANY Phone mobile 0123456789 Fax Ta
11. Parts Partgroup Manufacturer BusinessUnits Stock Stock Location and Stock Ground singly or all at once Now the Parts and the Parts Informations like Part Id Basestock EAN Code etc will appear By clicking on Stock Ground ever Stock that has that Part will appear This will show you the exact storage location the Stock Level how many Parts are reserved and how many Parts are available To request a requisition for one Part click on the Request icon in the Actions column Now enter quantity and required delivery date and click on Create To create a common request you have to click on the Request icon on the top right er gt Filter Parts example Partgroups Select item z Manufacturer Select item B Businessunits Stock Select item B Stock Location Select item z Stock Ground Select item z gt Stock Allocation Actions Part Id Partnumber Partname EAN Code Partdescription Stock Level Reservation Basestock Available 3051 MwTest97 ExamplePart 9780971234581 Nice Part 142 15 10 117 Stock Ground Stock Stock Level Reservation Available Lager15 Lagerorti Lagerplatz Motorhead 40 13 Lager15 Lagerorti Testi 100 0 100 Lageris Wareneingang WWareneingang 3038 partTest1 ExamplePart 9780971234581 Nice Part 25 0 10 Stock Ground 3039 partTest2 ExamplePart 978097 1234581 Nice Part Stock Ground Naad gt Requisition Notes User Parts MwT
12. Standard R 5a Kopieren 7 dalL al naiaiae F A U Er amp Ae S BS S EEE fa Verbinden und zentrieren EA ooo g 309 s Zwischenablage S Schriftart x Ausrichtung 9 Zahl M29 Se 1 2 part123 ExamplePart 9780971234581 Nice Part betal23 45 12 10 3 4 5 D 7 8 9 10 11 12 To download the Excel file template click on the Excel icon to download the products parts Excel file click on the Download icon gt Excel Manufacturer Standard Standard Businessunits Filename Datei auswahlen Keine ausgewahlt Submit Already created products parts can be downloaded as an Excel file for example to edit changes 10 26 Number Ranges Under Administration Number Ranges you have the possibility to create number ranges for Servicecase Numbers customernumbers suppliernumber delivery notes costestimation invoice partorder ticketnumber and equipment rental Select the date of the numbers reset and the mask J2 initPRO innovative it professionals GmbH 7 ae ier Races nn Servicecase Number NumberReset Never Mask Numberflag Last generated number Manufacturer Businessunits Actions Is in use Manufacturer Businessunits IZ x yes Standard Standard gt Manufacturer Businessunits Standard Standard NumberReset Never Mask RL YYYMMYDD Numberflag Last generated number Save 10
13. Stock Ground To complete click on Create or click on Create Next to perform more Stock Requisition initPRO innovative it professionals GmbH gt Fields User is lt D Parts MwTest97 ExamplePart 9780974 Bookingdate 01 01 2012 Is revision booking gt Stock Ground Stock Ground Stock Level Reservation Available Quantity Lager15 Lagerort1 40 13 27 Lager15 Lagerort1 Test1 100 0 100 Lager15 Wareneingang Wareneingang 2 2 0 12 8 Stock Posting Under Stock Stock Posting you can manually add Parts to your Stock Grounds Specify the User the Part and the Booking Date Now all Stock Grounds that can store the specified Part will appear Now enter each amount that you add to the Stock Grounds To complete click on Create or click on Create Next to add more Parts to your Stock Grounds Waari gt Fields User Example Parts partTest1 ExamplePart 9780971 Bookingdate 28 12 2012 Is revision booking gt Stock Ground Stock Ground Stock Level Reservation Available Quantity Lager15 Lagerort1 Lagerplatz Zappa 0 0 0 Lager15 Lagerort1 Test 0 0 0 Create Next Create 12 9 Stock Level Under Stock Stock Level you can obtain an overview of the Quantity in your Stocks 61 initPRO innovative it professionals GmbH To determine your Stock Levels use the filters You can use the filters
14. a checkmark to each accessories that 19 delivered If every accessories are sent along put a checkmark next to Name and all accessories will be selected 14 initPRO a Accessorles innovative it professionals GmbH Name Battery casing Changer data cable Headset memory card original packaged and complete SIM Reader waranty Paper Next To forward a service case to colleague select from the drop down list user the desired colleagues To create a customer appointment enter your appointment details 15 initPRO Appointment innovative it professionals GmbH Appointment 01012014 14 34 Reminder min BU subject Service appointment Custe Status Created User Doe John Initpro GmbH Location LastName Contact emanu A Content Quellcode B Z i At A B Example Appointment bow 2 d b Public E Click on Create to complete the servicing acquisition 5 New Ticket The ticket system manages your service requests Each process is given a unique number so that the inquiries will be forwarded to the responsible contact person and can be processed as quickly as possible To create a Ticket enter the subject the status no and select the priority Enter your text in the text box and enter the names of your colleagues who will receive the ticket in the search line It is possible to add the ticket attachments there for select a file and click on
15. column you can sort your Stocks Stock Locations Stock Grounds as you like 63 initPRO innovative it professionals GmbH Stock Actions Stock Ordering LZ oO Q Lager Kleinteile 2 oO Lager15 og E w Q Stoc Test gt Stock Location Actions Stock Location Ordering Lager Kleinteile1 E amp ww Lagerort_Test Lager15 IZ OO Warenausgang IZ OO Lagerort1 60 foo Lagerort2_2 60 IZ OO Wareneingang Q Stock Test E amp O Test Stock gt Stock Ground Stock Ground Stock Ground Type Ordering Lager15 Warenausgang Z vu Warenausgang Outcoming goods To create a Stock click on the Add icon and enter the name of the Stock you have the possibility to type in a description of that Stock To complete click on Create or click on Create New to add another Stock ty Stock No Example Description Example To create a Stock Location click on the Add icon and enter the name of the Stock Location you have the possibility to type in a description of that Stock Location and assign a Stock to that Stock Location To complete click on Create or click on Create New to add another Stock Location 64 initPRO innovative it professionals GmbH Stocklocation No Example Location Description Example Description Stock Stock Test Ek To create a Stock Ground click on the Ad
16. desired To change the Look click on the Edit icon next to Theme Header Image Footer Image Footer Address Footer Contact or Contact email on login page To reset the changes click on the Reset icon All changes require a page reload 30 initPRO innovative it professionals GmbH hanges require a page reload Theme Repairline gt Header Image E gt Footer Image E REPAIR gt Footer Address I 10 7 Know How Here under Administration Know How users manufacturers and companies can share their know how general information or product related information and thereby optimize the quality of service To create a general Know How Message you have to click on the Add icon next to general informations To create a product related Know How Message you have to click on the Add icon next to product related informations 31 initPRO innovative it professionals GmbH Quelle User Manufacturer Select lt Businessunit Content Il 11 4 4 4 4 P 4 4 Quellcode B Z FE B a Public 9 Add Attachments Attachments Datei auswahlen Keine ausgew hlt Add 10 8 Column selection Under Administration Column selection you can select which columns you want to be displayed Each column shows different information s Set a checkmark to each column you want to be displayed To deselect a column
17. finish it will be delete automatically form your Open Parts Order List 12 5 Delivery Note Here you ll find the list of all of your delivery notes Use the many filters such as Partgroups Deliverynote number manufacturer business units Bookingdate from etc so that your search specifically to the desired result 59 initPRO innovative it professionals GmbH gt Filter Deliverynote number Parts Partgroups MyBaugruppe lt Manufacturer lt Businessunits Bookingdate from 10 12 2012 Bookingdate to 30 12 2012 Supplier Reference gt Delivery Note Deliverydate Bookingdate Supplier Deliverynote number Reference 21 12 2012 21 12 2012 01 08 501 OrderNumber2 s Lager15 Wareneingang Wareneingang PartNumber 2 PartName 2 EanCode 2 11 12 6 Manual Entry Make here the transfer of Parts between your Stock Ground Select the Stock Grounds which will take place between the transfers and enter the posting date ee e gt Stock Ground Stock Ground Select item S Stock Ground Select item lt N Bookingdate 01 01 2012 gt Stock Level No stock level available 12 7 Stock Requisition In Stock Stock Requisition parts can manually be taken without a regard to a Servicecase Specify the user the part and the booking date Now appear all storage bins with stock having the specified component Now enter each amount that you take to the line of the
18. original packaging no damage no additional be schriftungen or sticker Is the IMEI number on the appliance and the packaging the same Next DOA check l O DOA meets deadline according to the date of purchase Perform testing to DOA Packaging and complete Goes back longer than 5 days of sale delivery at delivenj home Impeccable condition of the device no scratches no mechanical damage Impeccable condition in the original packaging no damage no additional be schriftungen or sticker Is the IMEI number on the appliance and the packaging the same DOA check passed Now define the failure symptoms By entering the symptom in the search line and the symptom are known the symptom and action will be set automatically To add an additional symptom you have to click on the Plus icon next to Add Symptoms In order to achieve a more detailed error description add a detailed symptom description Comment in your own words to describe the symptoms 13 initPRO Failure symptom Symptomauswahl a Symptom 01 Defect ig innovative it professionals GmbH Action 9 01 Repair Add Symptom Detailed symptom description Comment Next Select Workflow and entry point and click on Next Repairline workflow Workflow Standard Workflow Step Id Order created Next On the adoption of the device supplied accessories can be optionally registered Set
19. the filter settings and cl ck on the Save con To load a filter click on the dropdown list next to load filter To delete a filter load the filter and then click on the Delete icon 18 initPRO innovative it professionals GmbH Filter Manufacturer Business Unit Service Type Raas N chsten Schritt kuchen Product RE Period Date from 14122012 Date to 14122012 User Warranty Enhanced wananty ei Customer TT Reference a Maximum stay OK el gt Search Result 57 EH Maximum Workflow Case Predecessor Serial Front Manlartwer Business Service Agent stay stopped no no Waranty Customer Number Unit Type 8 My Account 8 1 Account Informations Under My Account User Information you can manage your own contact details and specify n which language you want to use Repair Line It also appears your ass gned role 19 initPRO innovative it professionals GmbH Titte Firstname Lastname Department Phone Phons mobis 012245 Fax 012345 Email Street Additional Zip Cods 120012 cy City State State sign Decine Mal Notification F Current settings Languagesstting English lel Login vaki unti 3112049 0100 7 Assigned Roles Administration Administrator Host Host Technician Technictan L ja R 8 2 Change Password To change
20. to complete click on Create Requisition Notes Shoppingcart Search for Example Partnumber Partname EAN Code gt Result Partnumber Partdescription 0123456 Example 1 x 21 initPRO innovative it professionals GmbH gt Shoppingcart wd Actions Parts Available Requested Deliverydate Quantity w 0123456 Example 0 EEE 01 01 2013 1 Create Requisition Notes 8 5 Accounting details Under Accounting details you set the address to which the billing details will be sent Please choose the invoice type printed or email and the payment method for example Direct Debit or Paypal If you choose the Direct Debit pay method you have to enter your account data s 8 6 Monthly costs Have a look at our well structured price list Monthly costs consist of the number of registered users and the summed up monthly service cases The following scale creates absolute transparency of costs Base Rate User 51 100 101 500 Service Cases incl 10 40 80 165 500 Price per mounth 10 30 60 120 350 Costs per Registered Service Case Serice Cases per 1 yi 201 1001 10001 50001 mounth 50 200 500 10000 50000 Price per Service Case 070 065 060 0 55 0 50 0 40 0 30 all prices are quoted before value added tax gs from the 1st service case 35 from the 51st service case ss from the 30 13t service etc My A
21. your password click on My Account Change Password Enter your current password and your new password The password must be at least 6 characters Confirm your new password by entering it again For each password change a Captcha security feature is performed Finally click on Change Password If you ever lose your password you have to click on the Request Password icon at the main page Then they will need to enter your Shop Email address and enter for the security check the given Captcha String 20 initPRO innovative it professionals GmbH Shop Email i gt Security Check Captcha MAYE Captcha String 8 3 Personal Requisition Notes Here appear all of your common and servicecaserelated requisitions that you have created By clicking the Add sign you can create new common requisitions Wiki me Servicecaserelated 0 No entries found Quantity Servicecase created Requested Booked Reserved Available Ordered Quantity Deliverydate open initPRO Developer 0123456 10 12 2012 019170072 i 5 O sunrise initpro de Example ne un 01 25 aid x x 2 8 4 Shoppingcart Here you can create new requisition by using a shopping cart Enter in the search field the part name or part number UPC code and select the quantity and click on the Select icon Now an information box will appears on the right top To proceed click on Shoppingcart select the requested delivery date and
22. 0 PartName 10 EanGode 10 U 7 D D D IS Parthumber 100 Fartlame 100 EanGode 100 a 0 0 a Oo IS ParnNumber 1000 PartName 1000 EanGode 1000 5 0 hf 0 0 IS 10 10 0 0 0 E gartTesti ExamplePart 3780371234531 10 5 N 0 D El pariTestd ExamplePart 3780371234531 U 0 D 0 D 13 3 Open Requisition Notes Here you have the opportunity to see all open requisitions The Open Requisition Notes are grouped into Servicecaserelated and Common Requisitions Click on the Information icon to get the details of the requisition 68 initPRO innovative it professionals GmbH 7 Servicecaserelated 15 created Requested poaoked Reserved Available Ordered aan Deliverydate P Dee am s a 1 case c0ces a2 p p a 0 1 ao ee Sere ee 1 case coccas anr p p 1 p 1 0 T S ale zmmwanz 0 Doe John ameme Paid ParsNiot S 122012 k 3 5 Jone Heeso die Ext SS 1411 o eles lea RETS Pe rar John ee Parco Pare 10 ASZ iig p p 4 p 40 T oe lent 135 T lL 3 case cocos2 Zen p p o p 3 P le 2 casecocss ze G 6 10 G S Pe elel 12 casetta u G 6 1 G 12 P oel at 1 case coci3 nz p p 10 p 1 o ne comp 2 case 0003 ard a 6 o a z o es un 1 case 00035 rt a a a 6 i 0 oes som names s ae e e i 4 uP T era vee a ABG Manar ZX p p p p S 0 nenn s as tm o aa o Dos Jon emere Paoi Pra alorre DRES 4 5 Jone doegpininors he exi 1013 Common 11 created Requested Booked Available Deliverydate
23. 13 2 Order Proposals Under Procurement Order Proposals you can create Purchase Orders dependent on Requisition Notes The Order Proposals are grouped into Preferred Supplier Low Priced Supplier and Missing Supplier To generate a Partorder set a checkmark in the Actions column to each Part for which a Partorder is to be made and enter the requesting amount To complete click on Generate Partorder 67 initPRO innovative it professionals GmbH Preferred supplier Low priced supplier Missing supplier Requested S Actions a Supplier Available Ordered Booked Reserved Requesting Deliverydate da Testr ExaimplePs 1 Wagner Enterorise D l E GHL LT 1224581 Wagner 2ui22e12 01 0 nee 2 El EET EA 2112202 01 00 L 27 20 0 a 0 Wagner El PartNumber 1 PartName 1 501 Wagner Enterprise n 30 n 0 EanCode 1 Wagner 5 5 i PartNumber 1 PartName 1 samar qang EM Wagner Enterprise S z i ET EanCode 11 2022011 1502 Tree 0 10 0 0 1 Generate partorder To see all the Parts with missing suppliers click on Missing Supplier Type in the name of the supplier and set a checkmark to that Parts to which want to add a supplier To complete click on Save ia Preferred supplier Low priced supplier Missing supplier gt Supplier supplier 502 Wagner 2 Wagner m init Available Ordered Booked Reserved 0 38 0 0 0 IS 0 0 0 IS FartNumber 1
24. 27 Document Template Repairline offers under Administration Document Template a set of document templates such as a template for a repair slip KR initPRO wie Innovative it professionals GmbH u u B Be Em B Synchroner Bildlauf Vollbild Weblayout Gliederung Entwurf Neues Alle Teilen Fenster Lesemodus igati i Seitenbreite Fenster anordnen 34 Fensterposition zur cksetzen wechseln Dokumentansichten i Fenster To use your own created templates click on the Add icon and upload your template ra Example Documenttype Select item 19 Translationinstruction panyla Printingqueueinstruction Can bein priningueue 9 Printinstruction Both Print Print amp Book Addressrelation Selectitem lam SS E nng Keine ausgew hlt 54 initPRO 11 Documents innovative it professionals GmbH 11 1 Documents to print Under Documents Documents to print all the documents that need to be printed and sent out w ll appear In the Actions column you can print delete or show the documents detailed by clicking the symbols 11 2 Document Archive Under Documents Document Archive you can search every document by using the filters gt Filter From created 01 11 2012 To created 24 12 2012 Reference Author Documenttype Select item lt Document Template Select item lt 11 Stock 11 1 Incoming Goods Repairline features a comfortable wareho
25. 4 Open Part Orders 58 12 5 Delivery Note 39 12 6 Manual Entry 60 12 7 Stock Requisition 60 12 8 Stock Posting 6l 12 9 Stock Level 6l 12 10 Stock Allocation 62 12 11 Stock Ground 63 13 Procurement 65 13 1 Intending Orders 65 13 2 Order Proposals 67 13 3 Open Requisition Notes 68 13 4 Requisition Notes 69 13 5 Part Order Book 70 13 6 Supplier 70 initPRO innovative it professionals GmbH 1 Repairline How to Start Set up Keep track of your Service Cases The extensive online tool for flexible handling of service and repair brings your workflow into line and repaired equipment back to the client as quickly as possible for repair service provider merchants and manufacturers How you CAN start All steps will be explained in detail in the sections 2 13 6 First of all you have to log on at system repairline de by entering your username and your password that you received from us Register online repairline de index php en testing en en be gt Account Informations oe Please enter your username and password Username Password Remember me F Now you can change the password by clicking on My Account Change Password and right after that enter your company s account information s by clicking on Account Informations IS Overview B New Service Case fa New Ticket 1 Loan units or C gt CUSTOMER ADMIN ADMINISTRATION DOCUMENTS STOCK PROCUREMENT gt Profile
26. 5 john doe initpro de CustomerNumber 899 CompanyName399 LastName3899 FirstName899 E lt fsdfs adsads dddddd ac initpro de Select lt Halbritter Ralf ralf ralft2 Select lt sdagfsdgf sdgfsdgsd bbbbbb ac initpro de Select lt sfdsaf adsadssad cccccc esdssds ssdad com Select lt Wagner Markus 21 mw markus wagner initpro de Wagner3 Markus 21 markus wagner initpro de oa Wontorras Emanuel emanuel6 emanuel wontorra initpro de Select lt 10 17 Service Type The service type determines which repair services are offered to the customers Click on Administration Service Type And again there are a lot of System Templates that you can use If the needed Service Type is not listed in the System Templates you can create your own To create your own Service Type click on the Add icon To complete click on Create or click on Create New to add another Service Type GS eee Servicetype Key EX Textkey Example 10 18 Status Reason To create state justifications click on the Add icon next to Index Now enter a text key required Description and Status Key initPRO innovative it professionals GmbH Textkey Example gt Description Example Status Key Repaired 10 19 Reason for Swap If the repair is not possible for a device it is advantageous to specify the reasons for swaps To create possible reasons enter Swapreason key and a Textkey It is po
27. GmbH 7 Products Articlenumber 123456 Productname Example Productdescription Example Brand Example Productioncode 123456 Dealer Articlenumber 1 23455 EAN Code 123456 Manufacturer Standard Standard Businessunits Weight 1 ls DOA possible DOA Time 10 Serial number validation settings Template Example Standard Warranty in 365 Days Standard Warranty in 366 a Days extended j gt Parts list Search for Fartnumker Partname EAN Code Part Id Partnumber Partname Partgroups Actions Create New Create Please also note 10 21 Import Export In order to find already existing products enter your product into search line It doesn t matter whether you enter the Brand Productname Articlenumber EAN Code Dealer Articlenumber or Productdescription 10 23 Partgroups Partgroups will help you to organize components and are created in Administration Partgroups To create a Partgroup enter the Partgroup key and a Textkey To confirm click on Create or click on Create New to create the Partgroup and add another one 50 initPRO innovative it professionals GmbH Partgroup key EX Textkey Example Create New Create
28. MIN DOCUMENTS STOCK PROCUREMENT System Templates 4 Code Spezification Code Spezification Description rs Handy Code Codierung von Handy Fehlersymptomen und reparsturen ir IRIS Code IRIS Code vm Notebook Code Notebook Code er Simple Code Symptom and action gt Settings Code Spezification Code Spezification Description Emo IRIS Code IRIS Code E ia Q Test Test amp m Q Test Test Described in detail in 10 11 Now click on Administration Business Workflow to confirm your Workflows The Workflow is the actual repair process that is performed the same or similar for repairs You can use either one of the System Templates and confirm them the way you want or you can even create your one Workflow MY ACCOUNT CUSTOMER ADMIN DOCUMENTS STOCK PROCUREMENT System Templates 2 u w Werkstatt Reparatur Hp O Initial gt Settings Actions Company Textkey Statuscode Copy from Ordering E e Standard Valid no v IZ ih Initial Valid Initial amp Described in detail in 10 12 Now you should select your Service Types The service type determines which repair services are offered to the customers Click on Administration Business Service Type And initPRO again there are a lot of System Templates that you can use If the needed Service Type is not innovative it professionals GmbH listed in the System Templates you can create your own
29. To confirm the status roles click on the status roles icon Now set a checkmark where the column of the status and the line of the status role are crossing To confirm click on Save 38 initPRO innovative it professionals GmbH BE Incoming Test procedures Repair actions Service flats Tickets Appointments Outgoing Know How Pe Parcel shipment Loan units 4 K Save Similarly actions can be identified These actions will be performed when the corresponding status is reached For example notifications in possible cases of goodwill 39 innovative it professionals GmbH DZ ee EU EU PB TE EEE K JRI KI KI RI K K EU ET EEZE E E TE K daH S E E E JE EEE EI EL EIG EI E RI K E VRH T x fakt tPRO Ini 40 Similarly you can set Status Conditions innovative it professionals GmbH 41 cz E E E E E EJ EEE EEE E E E E E gka E E E IK IE EJ K KI K EU EHE E EEE E snes KIS KIS KS KS KI RI KIS KIS KIS K EU SRI RI KIS E KI E if h KRL bar F ae Te tPRO Ini Similarly you can set Service flat charge These costs will arise when the corresponding statues are reached initPRO innovative it professionals GmbH Additional Oyo O fO Oyo Reparaturkosten 240 00 CHF O O O Rabatt 24 00 CHF Zusstzkosten 37 80 CHF O O O Austauschkosten 240 00 CHF O O O Exclusive Reparaturkosten 240 00 CHF
30. Warehouse Settings and Working hours of your company By clicking on the Edit icon these settings can be changed Current settings E Is partgroup required no Warehouse Settings E Use warehouse yes Use Incoming Outgoing no Goods Use consignment storage no Use bonded storage no Working hours E Is login validation required yes Weekday Start Finishing time Monday 05 00 20 00 Tuesday 05 00 20 00 Wednesday 05 00 20 00 Thursday 05 00 20 00 Friday 05 00 20 00 Edit the languages that your company accepts by setting a checkmark next to the language and decide which language is the default language a Language Is in use Is default EE uch English E re Espa ol E E P a BB itstisnc v ers E p F UL initPRO 10 2 User innovative it professionals GmbH To add a user click the Add icon and enter the necessary user information With each new registration a security check is performed and entering the Captcha string is required To complete the registration click on Register ee emer gt Account Informations Shop Email Firstname Lastname gt Security Check TT SATA Captcha String Existing users can be searched under Administration Users The search is performed by typing the first or last name or by using the alphabetical index The search is done by clicking on the letter correspondi
31. ault 10 12 Service Code To create a service code click on Administration Service Code Service Codes serve as structured documentation and documentation of failure symptoms states and made repairs You can use either one of the 4 System Templates and change them the way you want or you can even create your one Service Code This allows you a manufacturer independent service execution System Template can be used Such as the IRIS code a specified an international standard for structured identification and documentation of fault symptoms states and performed repairs To copy a System Template click on the Copy icon in the actions column Now the Service Code will be shown in the Settings List To edit the copied Service Code click on the Edit icon innovative it professionals GmbH gt Code Spezification Name RIS Code Description IRIS Code gt Code section Code section Code Relations Codelevels IZ Condition 30 Code Constantly ir LZ Area General oa LZ LZ Symptom 707 Type No action ir LZ Code Power problem or not lt LZ Area Common B 4 Q Section 123 G Code Document holder sec x LZ Z Area Mechanical B 4 Z O Defect 68 og Code Software problem lt L go Repsir 48 Code Software correction ir LA gt Add Code Section Name Codelevels 4 2 3 405 To create your own Service Code click on the Add icon next t
32. ccount Monthly costs here you can see the costs overview of your company Use the filters to choose over which period you want to see the cost overview 22 initPRO innovative it professionals GmbH Month Year Monthly basicrate User count Included cases Case count Charged cases Avg Costs per case Monthly costs Last update Payed Actions 12 2012 Case count Average costs per case Sum Details noluded cases 8 7 Costcalculator By using the Costcalculator you can calculate the monthly cost of your company By entering the number of users and the number of Servicecases the Cost Calculator creates you the monthly costs that would be incurred To calculate the monthly costs you have to enter the user count and the case count ee User count HE Case count 50 Calculate gt Monthly costs Sum Included cases 10 Monthly basicrate 10 00 Charged cases 40 Avg Costs per case 0 70 Monthly costs 38 00 Details Case count Average costs per case Sum 1 40 0 70 28 00 41 50 Included cases 0 00 8 7 Terminate Contract To terminate your contract click on My Account Terminate Contract Now select the termination month and put a check mark to Terminate Contract In the text field Comment you can make comments to your termination for example the reason for the termination To complete the termination click on Submit initPRO innovative it professionals GmbH g
33. click on the set checkmark and the checkmark will be unselect 32 initPRO innovative it professionals GmbH gt Spalten selektieren die angezeigt werden sollen W Status Y Escalation level v Booked W Workflow stopped 7 Order v Predecessor no 7 Warranty v Customer 7 IMEI Serial no W Product W Manufacturer W Product group d Service Type W Agent 10 9 Accounting Administration Accounting here you have the possibility to create Service flat charges and Wage groups of your users To create a Service flat charge or a Wage group click on the little Add icon next to each title Now you only have to enter your text keys and the corresponding net price When you type in the net price or the gross price the other one will be set automatically To edit the value added tax for your company click on 10 1 Administration Company To complete click on Create or click on Create New to create that Service flat charge Wagegroup and stay on this page to create another one ES initPRO innovative it professionals GmbH gt Index Forwarderkey Forwarder name Forwarder U w UPS UPS Default i Service flat charge I a a Erg Price nei Price gross LA C G AR a es paien 337 33 240 00 CHE L U Q R Ar uH CHF 24 DB CHE oo w baala 222 23 CHF 245 00 CHF EA T G barie jiao al 35 p CHF xF 68 CHE Wagegroups ry
34. created If the product passes the DOA Check the Servicecase will get a DOA check passed status Click on the Add icon to create a textkeys After that they will be shown in the DOA Check Index Set the ordering of the textkeys by clicking on the Up and Down icons To edit or delete a textkey form the DOA Check click on the icons in the action column 28 initPRO innovative it professionals GmbH Textkey Ordering DOA meets deadline according to the date of purchase Perform testing to DOA Packaging and complete amp Goes back longer than 5 days of sale delivery at delivery home Impeccable condition of the device no soratches no mechanical damage amp Impeccable condition in the original packaging no damage no additional be schriftungen or sticker amp Is the IMEI number on the appliance and the packaging the same amp If the first statement of the DOA check is true set a checkmark The next DOA check statement will appear When all statements of the DOA check are correct DOA check passed will appear DOA check FA DOA meets deadline according to the date of purchase Perform testing to DOA Packaging and complete Goes back longer than 5 days of sale delivery at delivery home Impeccable condition of the device no scratches no mechanical damage impeccable condition in the original packaging no damage no additional be l schriftungen or stickery Is the
35. d icon and enter the name of the Stock Ground you have the possibility to type in a description of that Stock Ground and assign a Stock and a Stock Location to that Stock Ground To complete click on Create or click on Create New to add another Stock Ground E Stockground No Example Description Example Stock Location Stock Test Test Stock DE Stock Ground Type Stock Ground lt J Each Stock Ground must be assigned to a Stock Location and each Stock Location must be assigned to a Stock 13 Procurement 13 1 Intending Orders Under Intending Orders you will see all the Part Orders that has to be finished To delete an Intending Order click on the Delete icon in the Actions column Click on the Edit icon in the Actions column to learn the details of the planned order initPRO gt moexmtenangoraers gt Intending Orders Actions created Ordemumber Reference innovative it professionals GmbH eo eo eo eo eo eo eo eo eo eo eo eo eo eo eo eo ZA 22 02 2011 ZN Fliege 220272011 ZADAJ 150232011 DT omai aane 1 zz DD 1 FUN S201 1 NET 10 33 10 33 10 33 10 33 10 33 10 33 18 34 17 16 17 55 18 29 10 33 14 17 14 43 14 48 09 01 Naar 02 21 Orderbumberi OrderMumberi10 OrderHunkeri 7 OrderHumberiz OnderNumber 13 OrderMumberid inpr5 00001 tmp tmp
36. electing it from the dropdown list In the next column you can set a Servicecase order mask For DOA Servicecases other Repaircenters and Servicecase Ordernumbers can be set 43 initPRO innovative it professionals GmbH Select entry All S 3 3 gt p 3 7 K lt 3 E 5 5 S ti 8 S S ae 0101 E T A 0101 Q QQAAACT 5 0101 C ET M0101 El A 0101 QOQAQAT M 0101 aaae DOA DOA DOA DOA DOA DOA eee ag mobi a 40101 E A 0101 Q QQAOACT B 111 aEae M 0101 C Ell A 0101 QOQAQAT M0101 aaae 10 16 Shop Users Create here for your users a Default customer For that click on the edit button User Default customer ab abc abc emanuel wontorra initpro de CustomerNumber 898 CompanyName83 LastName83 FirstName83 Email898 Doe John emanuel5 john doe initpro de CustomerNumber 399 CompanyName899 LastName899 FirstName899 Email899 mar 9 Now every registered user w ll appear Select one of the listed default customers of the drop down list 44 initPRO innovative it professionals GmbH User Default customer ab abc abc emanuel wontora initpro de CustomerNumber 898 CompanyName898 LastName898 FirstName898 E lt b a abode emanuel wontorra initpro de Select lt cd ab abod emanuel wontorra initpro de Select lt cd ab abcd6 emanuel wontorra initpro de Select lt Doe John emanuel
37. er15 Reference15 Ordered 1 mvc Gumeplz 27 93049 Regensburg Ordered 1 mvc Gumeplz 27 93049 Regensburg Ordered 1 mvc Gumeplz 27 93049 Regensburg Click on the Info icon n the Actions column to look on Informations like Supplier Partoders and Orderpositions You can print or cancel the order by clicking on the icons on the top right 58 initPRO innovative it professionals GmbH gt Open Part Orders Orderdate Ordemumber Reference Orderstatus Orderpositions Supplier p w 28 02 2011 OrderNumberd Referenced Ordered 1 mvc Gumeplz 27 93049 Regensburg P vw 09 03 2011 OrderNumber15 Reference15 Ordered 1 mvc Gumeplz 27 93049 Regensburg gt Stock Ground Stock Ground Lager15 Wareneingang Wa x 5 Deliverydate 21 12 2012 Deliverynote number Deliverynote date Reference OrderNumber6 Orderpositions Price net Quantity Quantity delivered Ausgangsprifung PartDesciption 6 15 00 Unit 15 15 on Mm By clicking on the Edit icon the Stock Ground Informations will appear Select the Stock Ground and enter the Deliverydate You can also enter Deliverynote number and date and a reference After that please check the Quantity if the Order Quantity doesn t match with the Delivery Quantity please enter the Delivery Quantity If an exit check has been done set a check mark to exit check To complete click on Save Now the Order is
38. ery easy and fast Under Stock Fast Entry you will find all the Open Part Orders see on 12 4 that have been created To create a part order click on My Account Personal Requisition Notes or created them while entering a Servicecase EEE DELETE gt Open Part Orders Actions Orderdate Ordernumber Reference Orderstatus Orderpositions Supplier lt p oO 26 02 2011 OrderNumber4 Referenced Delivered partly 1 Click on the Info icon in the Actions column to look on informations like Supplier Partoders and Orderpositions Click on the Select icon to entry the incoming goods Now the Stock Ground Informations will appear Select the Stock Ground and enter the Deliverydate You can also enter Deliverynote number and date and a reference 56 initPRO innovative it professionals GmbH After that check the Quantity if the Order Quantity doesn t match with the Delivery Quantity please enter the Delivery Quantity If an exit check has been done set a check mark to exit check n gt Open Part Orders Actions Orderdate Ordernumber Reference Orderstatus Orderpositions Supplier x v 26 02 2011 OrderNumber4 References Delivered partly 1 gt Stock Ground Stock Ground Lager15 Wareneingang Wa E Deliverydate 21 12 2012 Deliverynote number Deliverynote date Reference OrderNumberd _ Orderpositions Price net Quantity Quantity delivered Ausgangspri
39. est97 ExamplePart 9780971 Available 0 Quantity Requested Deliverydate Create 12 10 Stock Allocat on Under Stock Stock Level you can obtain an overview of your Stock Ground and the specific Parts of inventory initPRO Use the many filters such as Parts Partgroups Manufacturer Businessunits Stock Stock Location and Stock Ground so that your search shows you quickly the desired result innovative it professionals GmbH To create a Request you have to cl ck on the Request icon on the top right Gagarin ear gt Filter Parts Partgroups Select item Manufacturer Select item Businessunits Stock Stock Test Stock Location Select item EJ a R DEI Stock Ground Select item gt Stock Allocation Stock Stock Test Stock Ground Parts Stock Level Reservation Available Test Stock Location Test Stock 12 11 Stock Ground Here you can specify the settings for the name of your Stock and their order To rename a Stock or Stock Location Stock Ground click on the Edit icon in the Actions column and enter the new name of the Stock To delete a Stock or Stock Location Stock Ground click on the Delete icon in the Actions column To learn the details of a Stock or Stock Location Stock Ground click on the Details icon in the Actions column By clicking on the Up and Down icons in the Ordering
40. fung PartDesciption 4 13 00 Unit 13 13 E Save 12 3 Allocate Incoming Goods Here you control the transfer of the incoming goods into the Stock Grounds To allocate your goods select your Stock Ground and the Bookingdate Now all Parts of this Stock Ground will appear Select the desired Part by clicking on the Select icon The other Stock Ground will appear now Enter the Quantity in the line of the desired Stock Ground To complete click on Save KE initPRO gt Stock Ground Stock Ground Lager15 Wareneingang Wai S 21 12 2012 Bookingdate gt Parts Selection Parts MwTest97 ExamplePart 9780971234581 PartNo1 PartNo1 ean17 PartNumber 1000 PartName 1000 EanCode 1000 partTest1 ExamplePart 9780971234581 6 6 partTest2 ExamplePart 9780971234581 gt Stock Ground Stock Ground Lager15 Lagerort1 Lsgerolstz Mot rhead Stock Test Test Stock Test 12 4 Open Part Orders innovative it professionals GmbH Total 2 1 14 10 3 Total Reservation Available Quantity 20 0 30 0 0 0 Under Stock Open Part Orders you find all of your part orders that have been created Orderdate Ordemumber Reference Orderstatus Orderpositions Supplier LZ u 27 02 2011 01 00 LZ fn 28 02 2011 01 00 LZ u 09 03 2011 01 00 OrderNumber5 Referenced OrderNumberd Referenced OrderNumb
41. hlen Keine ausgew hlt Clear Add 10 21 Texttemplate Text templates serve to describe Accessory and Costestimation templates n several languages To create a Texttemplate click on the Add icon under Administration Texttemplate Now select the type of the Texttemplate Accessory or Costestimation template and enter a description To complete click on Create or click on Create New to create that Texttemplate and stay on this page to create another one After clicking on Create enter the meaning in different languages and enter descriptions To complete click on Save 47 initPRO To edit or delete a Texttemplate click on the icons in the action column innovative it professionals GmbH Type Accessory S E Deutsch Beispiel English Example Ei Fran ais Exemple i i italiano Esempio Esempio Actions Template Accessory Z O Accessory Battery Z Q Accessory Charger Z O Acoessory data cable eo Accessor a cad eo Accessory Headset Z Q Acoessory SIM Reader 2 Q Accessory casing eo ee pan Z Q Accessory original packaged and complete Z oO Accessory warranty paper 48 initPRO innovative it professionals GmbH gt Texttemplate Type Costestimation templates r EE Deutsch AO Garantie abgelaufen E Leider hat uns das vom Hersteller autorisierte Service Center mitgeteilt dass eine Reparatur in Garan
42. initPRO innovative it professionals GmbH Repairline User Guide initPRO Contents Repairline User Guide 1 Repairline How to Start Set up How you CAN start 2 Info Panel 3 Overview 4 New Servicecase 5 New Ticket 6 Loan Units 7 Search 8 My Account 8 1 Account Informations 8 2 Change Password 8 3 Personal Requisition Notes 8 4 Shoppingcart 8 5 Accounting details 8 6 Monthly costs 8 7 Costcalculator 8 7 Terminate Contract 9 Customer Admin 10 Administration 10 1 Company 10 2 User 10 3 PIN 10 4 DOA check 10 5 Email Template innovative it professionals GmbH 10 16 17 18 19 19 20 21 21 Ze 22 23 23 24 23 25 21 21 28 30 initPRO innovative it professionals GmbH 10 6 Look and Feel 30 10 7 Know How 31 10 8 Column selection 32 10 9 Accounting 33 10 10 Translation Mode 34 10 11 Forwarder 35 10 12 Service Code 33 10 13 Workflow 36 10 14 Settings 43 10 15 Shop Matrix 43 10 16 Shop Users 10 17 Service Type 45 10 18 Status Reason 45 10 19 Reason for Swap 46 10 20 Test Procedures 47 10 21 Texttemplate 47 10 22 Product 49 10 23 Partgroups 50 10 24 Parts 51 10 25 Import Export 51 10 26 Number Ranges KR 10 27 Document Template 53 11 Documents KN 11 1 Documents to print J 11 2 Document Archive KN initPRO innovative it professionals GmbH 11 Stock 59 11 1 Incoming Goods 39 12 2 Fast Entry 56 12 3 Allocate Incoming Goods 57 12
43. mber Owner Date from Address Servicecase E 18 07 2012 7 Search Under Search you can use either the filter or the search line to search all of your Servicecases quickly and easily Search with search line Here you can search for a specific term For example you want to see all Servicecases of one customer therefor enter the name of the customer into the search line and every Servicecase with of that customer will appear Search with the Filter Set a checkmark to each component that should be included in the search For example you want to see all Servicecases of one customer from 2012 to 2013 Therefor set a checkmark next to Period and select the date 01 01 2012 to 01 01 2013 and set a checkmark next to name and enter the name of the customer And all Servicecases will appear under Search Result When a particular filter setting is frequently used you have the possibility to save this filter setting by setting the filter as you like and clicking on the Save icon Now this filter setting are shown again Enter a name for that filter select if the filter is available company wide and click on Create You can export your search result to an excel file Click on the Excel icon and a filter will be shown Put a checkmark to each component that should be shown as information in the excel file Set the filter as you like and click on Submit To save the filter setting enter a name for that filter set
44. ng to the first letter of the surname By clicking on the letter all registered users will be listed 10 3 PIN PIN is used to set the creator It is needed when a Servicecase is captured or passed to a colleague Creator P Firstname Lastname Testperson Additional info Entry clerk 866 Already registered PIN s can be searched under Administration PIN The search is performed by typing in the first or last name into the search line To edit or delete a PIN click on the icons in the action column al initPRO innovative it professionals GmbH gt Suche a gt Index Aktionen Vorname Nachname Zusatz Erfasser 20 Test Testing 815 GZ Q 821 g o ea E Q GZ Q Ba GZ Q 830 GZ Q 831 GZ Q GZ Q 6 Q BEBEBEDEEN To create a new PIN you have to click on the Add icon the top right Now enter First and Lastname and the Entry clerk You have the opinion to add Additional Informations To complete click on Create or click on Create New to create that PIN and stay on this page to create another one Raet Firstname Example Lastname Example Additional info ExamplelINFO Entry clerk 123 10 4 DOA check Create under Administration DOA check your individual Dead On Arrival checks The DOA check is a check that is performed when a customer receives a product which does not work The DOA check is performed while a new Servicecase is
45. o Settings First you need to specify your code by entering a text code and a description of your code Now the service code s created Enter the name of the section and select the number of code levels Click the Add icon next to Add Code Section to add the code section Any number of code sections and code levels can be created To order the Code Sections use the Up and Down icons in the Ordering column 10 13 Workflow Workflow is the actual repair process This is running the same or similar for repairs You can also use either one of the System Templates and change them the way you want or create your own Workflow A workflow is divided into several steps Workflows can contain loops Each workflow must have a defined start and end state To define a workflow click on the Add icon next to settings Enter the Textkey name of the workflow and click on Crate 36 initPRO innovative it professionals GmbH gt Master data Textkey Example cea After clicking on Create you automatically will be forwarded to the next step Now you have to define the states of your Workflow The current status corresponds to a state in the Workflow that can be achieved during the repair process Enter a Textkey for the status and enter a Status Key For example you can use a shortcut of the Textkey for the Status Key To add more status click on the Add icon eee gt Workflow Te
46. oduct list click on the Loupe and select the desired product by clicking on it If the wanted product is not listed in your product list you have the option of creating the product while you are recording the Servicecase For that you have to click on the Add icon If you have selected the Serial Number and the Product click on Next a Serial Number Product Le CD Eu 2 ET CD ka k hh tal a Lm Second Serial Number 679090 Serial Number is missing G Product Product Specify the Service Type for this repair and click on Next Enter the customer s name in the search bar If the customer is already known the name and address of the customer will appear Click on the displayed customer If the customer s not registered as a customer yet click on the Add icon to create the new customer After the customer has been selected the customer information s will be shown Now you can select Contact Invoice Address and Delivery Address If the information s of costumers are not up to date you can update them by clicking on the Edit icon When all of the information s are correct then click on Next 1 initPRO a Customer innovative it professionals GmbH Customer data E Customemumber 00002 Reference Title Firstname Max Lastname Mustermann Companyname Musterfirma Phone mobile 01234567589 Languagesetting Deutsch Customer contact Sms Contact Mus
47. on on the right top to set the current settings of the Input Assistant You can select the start point of the Input Assistant and confirm the Bulk Announcement by setting a check mark to the chosen section This section will be reset for each new Servicecase Settings for input assistance Start point Manufacturer Businessunit Serial Number Product Bulk Announcement Reset Serial C Reset Product E Reset Customer Save Abbrechen You have the option to write a comment to each Servicecase and select settings such as Data Backup Recustomize Customer Survey Reference and see the Previous Repairs Manufacturer Businessunit L Manufacturer Business Unit Zubeh r Data Backup mM Recustomize al gt Serial Number Product Customer Survey P Pa oe Reference i a Previous Repairs gt Customer Previous Repairs 10 initPRO The entry of the Servicecase innovative it professionals GmbH At first select the Manufacturer and the Business Unit of the device and click on Next Enter if available the serial number and the second serial number of the product that has to be edit If the serial number is not available place a checkmark next to Serial Number is missing either the serial number must be given or serial number is missing must be set Now enter the name of the product mandatory item In order to receive a product from your pr
48. ssible to use the system templates To create your own Swapreason click on the Add icon Enter a Swapreason Key and a Textkey To confirm click on Create or click on Create New to create the Swapreason and add another one en System Templates Actions Swapreason Key Textkey a G Commercial decision ia Repair too expensive m C Repesting failure u R Requested by factory Service organisation m A Spare part back order vm Spare part not coded P Spare part not longer available m g m E Standard exchange N Na D Technically not repsirable m y gt Settings Actions Company Swapreason Key Textkey LZ wu Q P Spare part not longer available NHE Swapreason Key Ex Textkey Example initPRO 10 20 Test Procedures Genie gt Test Procedures innovative it professionals GmbH Actions Subject Content Attachments gs oO Q TestProcedureTest1 so O TestProcedureTest2 Chec the parts Under Administration Test Procedures Test Procedures can be described To edit delete or see the Informations of a Test Procedure click on the icons in the Actions column To add a Test Procedure click on the Add icon Enter the Subject and type in the Test Procedure You can add attachments for example pictures videos etc o Content E Quellcode B Z Mii a 3 m s Ar A al 4 Public 9 Add Attachments Attachments Datei auswa
49. t Your Contract can be terminated here ancel month 12 2012 Comment 9 Customer Admin Customer may be created when recording a new Servicecase Already registered customers can be searched under Customer Admin The search is performed by typing the first or last name search also accepts Customernumber Email Companyname Additional Street Zip Code City Reference or by using the alphabetical index The search is done by clicking on the letter that corresponds to the first letter of the last name company name By clicking on the letter all registered customers will be listed The Actions column shows 3 icons edit detail delete By clicking on the Edit icon the data s of the costumer can be changed Under Detail the costumer information s and the last ten Servicecases will appear By clicking on the Delete icon the costumer will be delete MY ACCOUNT ADMINISTRATION DOCUMENTS STOCK PROCUREMENT Search for Reference Lastname Firstname Customernumber Email Companyname Additional Street Zip Code City ABCDEFGHIJKLMNOPQRSTUVWXYZ gt Customer Actions Customernumber Lastname Firstname Title Companyname Address LZ oo 00001 E wW R 00002 Mustermann Max Musterfirms Musterstra e 1 1234 Musterstadt To create a new costumer you have to click on the Add icon After clicking on the Add icon a formula will appear Now select the cus
50. termann Max Musterfirm Invoice Address Mustermann Max Musterfirm O Delivery Address Mustermann Max Musterfirm Select the Warranty Type for example warranty or repair with costs and enter the date of purchase and the expiration date If the correctness of the accounts and warranty could be checked please put a check mark for confirmation You also have the option of adding facilities for example till receipt Click on Next Warranty Purchase date Expiration date warrant 9p Warany Ts Accounting type With cost estimation with pric Purchase and warranty checked Add Attachments Datei auswahlen Keine ausgew hlt 12 initPRO innovative it professionals GmbH The DOA check will set the Servicecase as DOA check passed or rejected If the statement of the DOA check that is true set a checkmark and the next statement of the DOA check will appear If a statement is not true click on Next and the Servicecase will be set as DAO check rejected If all the statements of the DOA check are true and all checkmarks has been set click on Next and the Servicecase will be set as DOA check passed a DOA check DOA meets deadline according to the date of purchase Perform testing to DOA Packaging and complete Goes back longer than 5 days of sale delivery at delivenn home Impeccable condition of the device no scratches no mechanical damage Impeccable condition in the
51. the Add icon The Ticket can also be assigned to a Servicecase For that you have to 16 initPRO innovative it professionals GmbH click on the Add icon on the top right and select the Servicecase To complete click on Create Ma Subject Servicecase Status Id New Priority Low Content Quellcode B F v v v i A Mr B a hi Public V Search Recipients Attachments Datei auswahlen Keine ausgew hlt Clear Add Create e 6 Loan Units Here you see all your loan units To add a loan unit click on the Plus icon Enter the name and the Serial Number of the product and select the owner of the product Click on the Crate icon to conclude or click on the Crete New icon to save the loan unit and add another loan unit The Index gives you an overview of all loan units and shows you 1f the product is lended or not By clicking on the Actions icons you can edit delete or look at the information s of the product All lent products are listed under lended loan units 1f a lent product returns click on the Return icon to delete the product from the lended loan units list To find a product quickly enter the serial number in the search line on top IR innovative it professionals GmbH gt Index Actions Product Serial Number Owner Lended E amp Ow 1 yes gt Lended loan units Actions Product Serial Nu
52. the Apply icon the icon on the right Now the desired Servicecases Tickets Customer Meetings will be shown and can be edited by clicking on the Edit icon If there is a Servicecase that is similar for example same Manufacturer Businessunit and Costumer to a new Servicecase you can create a new Servicecase Clone that will save you time To reset the filter s settings click the Reset icon the icon on the left m J New Service Case New Ticket Loan units Se N MY ACCOUNT CUSTOMER ADMIN ADMINISTRATION DOCUMENTS STOCK PROCUREMENT Overview Service Cases Selectio n d Unterwegs zum Servioeoenter re W 4 han 29 10 2012 Waranty My Cases ip Unterwegs zum Servicecenter 19 09 2012 l Repsir Manufacturer Shop with cos All Manufacturer v ea Eintr ge pro Seite 10 25 50 Business Unit 4 m All Business Units v Service Type All Service Types Warranty All Warranty Types Progress All lt Period year tw Maximum stay All lt 9C initPRO 4 New Servicecase innovative it professionals GmbH To add a new service you have to click on New Service Case By using the Servicecase Input Assistant you can enter all the relevant details of a repair order in only few steps The Input Assistant can be configured according to your wishes This allows for example a rapid mass capture of Servicecases Click on the Settings ic
53. tie nicht m glich ist da die Garantiezeit abgelaufen ist Somit sind s mtliche Reparaturen kostenpflichtig English G The Service Center authorised by the manufacturer has notified us that a repair cannot be carried out under warranty as the warranty has expired This means that all repairs are chargeable Ei Fran ais A Le Service Center agr par le fabricant nous a malheureusement inform s qu il n est pas possible de proc der une r paration sous garantie car la garantie est arriv e a ch ance De fait toutes les r parations seront factur es Ei italiano E Il Service Center autorizzato dal produttore ci ha comunicato che purtroppo non possibile effettuare una riparazione in garanzia poich la garanzia risulta scaduta Per questo motivo tutte le eventuali riparazioni saranno a pagamento 10 22 Product To add your products click on the Add icon in Administration Product Enter the Articlenumber and Productname and select the Manufacturer and the Businessunit of the product For each product you can add additional information such as Productdescription Brand Productioncode number Dealer Articlenumber etc To use the Serial number validation please enter Standard Warranty in Days It is also possible to add parts to this product Select the parts out of the parts list or click on the Add icon to create a new part 49 initPRO innovative it professionals
54. tomertype the customer s language and the way the customer is contacted Enter the information s of the costumer and click on create initPRO innovative it professionals GmbH gt Customer Customertype Repaircenter ir Customers language English ix Is editable in wizard V Customer contact sms Email Companyname Department Salutation Mrs Mr Street Firstname Additional Lastname Zip Code Email City Phone Country SWITZERLAND BL Mobile phone 10 Administration 10 1 Company Administration Company here you find your Company s master data set You can see the details of your company such as address telephone number time zone currency VAT rate etc which can be changed any time by clicking on the Edit icon MY ACCOUNT CUSTOMER ADMIN DOCUMENTS STOCK PROCUREMENT 1 c r BC CM PDA EYED Company ernennen Sircel CRL 06 City Sate Louer I RTE Gap MT 01 imelerdam Ewin Bem Rome Soc Phone Fak Email Uri VAT Reg Ho VAIN Lurrency CHI Inu N 25 Here you will also find an overview of User The Actions column shows 3 cons edit detail delete By clicking on the Edit icon the data s of the user can be changed Under Detail you will see the details to that user and you will see the Assigned Roles By clicking on the innovative it professionals GmbH Delete icon the user will be delete Here you also set Current Settings
55. use management Under Stock you can manage your whole warehouse management Incoming goods are entered in Stock Incoming Goods At first enter the Supplier ID If you have not create them please do that first at Procurement Supplier Every part in the stock must obtain an assigned stock ground Please enter your stock grounds at Stock Stock Ground Define therefore on which stock ground the parts are to be stored Enter the delivery date You can also enter the delivery number and reference Now enter the name of the part and the amount of delivery By clicking the delete icon in the Actions column you can delete unwanted lines Beyond these three components is required for each additional component a new line To add a line click on the Add icon To complete click Create or click on Create New to enter another income 55 initPRO innovative it professionals GmbH gt Supplier Supplier Id 00001 Example Suppliernumber 00001 Street Companyname Example Zip Code Firstname City Lastname State Email Country gt Delivery Note Stock Ground Lager Nummer Lagerort Num lt Deliverydate 10 01 2012 Deliverynote number 423 Deliverynote date 01 01 2012 Reference _ gt Parts Actions Parts Quantity 123 Example 132 Create Next Create 12 2 Fast Entry Here you have the opinion to entry your incoming goods v
56. xtkey Example Statuscode Initial gt Status Textk extkey Status1 Status Key ST 1 Textkey Status Status Key ST 2 Textkey Status3 Status Key ST 3 Now you have to edit your Workflow Steps Please note the instructions Worflowstep Connect status to Re Diconnect workflowstep workflows tap To create a Workflowstep click there where the line and column of the two statuses are crossing The status which is the start of the Workflowstep will get a yellow background and the target status will get a green background Now you have to confirm the Workflowstep click on Create to create the Workflowstep click on Is default to set this Workflowstep as the default step or click on Cancel Default Workflowsteps will be shown blue Pr Poe a O0 Status3 initPRO innovative it professionals GmbH Textkey Example Confirmation Create Workflow Steps Statusi AL Status gt Workflow Steps Status1 0 j Status Is default Abbrechen oo Status G G To disconnect two statuses click on the Workflowstep and confirm by clicking on Delete Start and Endpoints will be set automatically gt Start Endpoints Valid Started 6 Saus Finished o Status3 To each state you can add so called status roles These determine what information and input options are available in this status

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