Dear friends, i have Dolibarr 11.0.4 running in my server and i wish to know if could please someone help me:
I have a small electronics store and also reparing shop. I’m already using Dolibarr to control my stock, buying and selling. Now I’m planning to use dolibarr to control reparing orders. I will try to describe how i’m using it and i would like to know if is there any easier way to deal with it or if is there any easier way to do:
1- When a new client arrives at my reparing shop, I create a Third Party Register with its data/phone/etc.
2- After registering this new client, I create a New Project with the name of the item to be repaired and under project desciption, i type all datas like serial number and the description of the issues/problem reported by the client on its device.
3- After, that, I create a ticket to the specific person or group of people asking them to check this electronic. After doing it, the responsible staff member describes all solutions to be done.
4- After that I create an Quotation to client.
5- When Approved this quotiation, i create an invoice, and also a ticket to staff member to proceed to reparing it.
6- When ticket is completed, Staff member sets it as 100% completed. I double check its informations and if everything is ok, i contact cliente to pickup its device.
7- Print the invoice to the client / receive its payment / setting invoice as paid / closing tickets and closing projetcts.
I was planning to use interventions istead of projects, but i found some difficulties.
If you work with services, could you please share your experiences?
In my case, when i receive an item from a ciente, i have to print a protocol as as proof that we are with it. Under protocol, i have designed an ODT file that i can print with its informations.
