As part of a chemical supply company we also assist our customers by offering to repair the equipment they use with our chemicals.
These can be sprayers, mixers, liquid heaters or coolers, etc.
Sometimes the equipment is something we sold them to use with our chemicals and sometimes they are older equipment from vendors that no longer exist as a business. Regardless, we will repair them in order to keep the account.
How can I receive a customer item for repair at zero value or some other value as a used item in order to keep track of it as we repair it?
We will obviously open a sales order against the repair so we can track the labor time and the cost of parts. The Sales Order will probably give us the vehicle for billing the repair and transferring it out of our system once the repair is completed, paid, and picked up by customer.
My problem is not knowing how to get the repairable item into my system to start the process and how to reference it in the sales order?
Any guidance out there for this? Everything I have searched on the forum points to either dead links or maintenance of company assets. Neither of those help me.
I did find one link to a 4 year old article by @Pawan about creating a material entry, but that term is not valid in modern documentation and there is no reference on how to initiate the process.
Here is the link to that article:
ERPNext for Repair service
Hoping someone here recognizes this business model and has experience to point me in the right direction.