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REPAIRS

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REPAIRS

 

            Entering Repairs with the Jewelry Shopkeeper

            ============================================

 

Set-up Major Class Codes

 

In order to 'sell' services you need to have sku numbers to add

to the sales screen. Therefore you also need major codes setup.

 

1)   Set up a major class code using Enter Major Class Codes [choice 8,3,1].

   You can have more than one class code for repairs. One possibility is

   to create major class 950 for Jewelry Repairs and 970 for Watch

   Repairs. Or you can get more detailed and setup major class code 950

   for Ring Sizing, 952 for Ring Repairs, 960 for Chain Repairs and so

   on until you've covered each category of repair your store performs.

 

   Don't get TOO detailed in the major codes. See section 3) below

   for ideas on setting up a complete 'Menu' or 'Price-List'

 

   As you create the major class codes make sure you type in Repair

   Category as 1. As you complete the major class code entry, notice the

   message: 'A Dummy Sku Number 950-00001 has been made for: Jewelry

   Repairs'. Note that all dummy sku numbers have a '00001' designated sku

   number. This sku number will be used to enter a repair during a sale.

 

2)   Edit the dummy sku number to fine tune the description and cost

   information using the Adjust and Transfer Inventory feature [choice

   2-8]. Select Edit and when prompted for a sku number, type the repair

   dummy sku number (ie 950-00001). Note that in  the Jewelry Shopkeeper

   you don't need to enter the leading zeros so you would type 950 and 1

   not 950 and 00001.

 

   You can change the description, cost and retail on this screen. The

   'Quantity in Stock' field should say 0; since this is a service, no

   quantity is needed. If you change the Price, the amount you type will

   be the default price each time you enter that repair sku number. This

   is handy if you have many repair sku numbers with different charges.

   The usual cost should be typed in now also. You will be able to change

   the cost for each specific repair during the sale.

 

 

3)   From the Enter-Existing-Inventory screen (option 2,A) you can enter

   more dummy sku's if you want to be more specific such as

   950-00010 for Ring Sizing Up   $39

   950-00020 for Ring Sizing Down $34

   970-00010 for Replace SS bezel $75

   etc.

   This way you could have just a few major codes for different

   broad types of repairs and have a detailed repair 'grid' using

   different sku's

 

 

Enter a repair during a sale

 

1)   If you want to track the repair, select the Enter Layaways or Repairs

   feature [choice 1-2]. Enter the sale number, customer name, date, clerk

   and department.

 

   Note the sale number. This is the repair tracking number.

 

   When a sku number is prompted for, type in the dummy sku number. The

   description and retail price will appear automatically. To change the

   cost, press <Ctrl-Page Up>.

 

   If the customer brings in more than one repair, enter each repair

   separately -- the first repair on line one, the second on line two.

 

   To track the repair press the <Page Up> key. The description,

   instructions due dates and job locations will be prompted for.

 

   When the entries are complete, you can print a customer receipt or an

   in-house repair ticket by selecting a half page or full page receipt.

   If you want to print the instructions on a mailing label, select Label.

   A special label can be printed on a small thermal printer called a

   DYMO SE300. These are higher priced models, note that the lower

   priced models may look the same, but have different circuitry inside.

 

   One of the most popular repair ticket options is the 3-part repair

   card which prints on an HP printer. Customer copy, file copy and job

   copy - where you put the job copy in a clear job bag with the item.

   Contact Hessler Enterprises (215) 379-2300 for the repair card.

 

   Impact specialties makes sometime with the identical layout except

   that the left two copies are paper and the third copy is an actual

   paper envelope so you don't have to have a separate job ticket

   holder. Some people like the convenience of having the integrated

   envelope from Impact and like the items to be hidden. Others like

   to use a  clear zip-lock bag with the Hessler job-card so the

   job parts are visible.

 

   You can print the description, instructions and a store message by

   going into the Store Information Defaults [choice 8-8] and on page 15,

   answer the question 'Print repair instructions on the customer

   receipts?' with a Y. You can use the 40 column receipt or the half-page

   receipt printed on 2 part paper; one store copy and one customer copy.

 

Entering Repairs Without Entering a Sale

(Note: this is usually only done when doing repairs on a wholesale basis.)

 

1)   Select the Enter or Edit Repairs and Custom Work [choice 3-1]. Type in

   a unique job number. Jewelry Shopkeeper will search to ensure that job

   number hasn't been used before. If it isn't found, press <Esc> and the

   question: 'Job # not found. Do you want to add this job?' will appear.

   Select Yes.

 

   The first information prompted for is the 'Billing Sku number'. This is

   the dummy sku number to be used when the repair is finally billed (see

   step one in the Enter a repair during a sale section). Then enter the

   customer name. Then the description, instructions, due date and

   locations are prompted for. When the repair has been logged, you can

   print the half page, 40 column or mailing label printout (see step 2 of

   Entering repairs during sales).

 

2)   Repairs entered using this method are called 'un-billed' repairs

   because they have not been attached to a sale yet. When searching

   repairs, an asterisk ('*') will appear beside un-billed jobs. Even

   repairs with no charge must be attached to a sale.

 

   To bill the repair use the Enter Cash/Charge Account Sale feature

   [choice 1-1]. Enter the sale number (not the repair number), the

   customer name (the name must match the customer name the repair

   initially entered under), the date, clerk and department.

 

   When a sku number is prompted for, press <Home>. A list of the repairs

   waiting to be billed for this customer will be displayed in a pick

   list. Select the repair to be billed. The sku number will default to

   the billing sku number you typed in step 1. If no billing sku number

   was type you must type one now. The retail price will default to the

   dummy sku number price unless you typed in an estimate, the estimate

   will override the dummy sku number's retail price. To change the cost,

   press <Ctrl-Page Up>. Once that repair is added to the sale, you may

   add another repair on line 2. You may add as many repairs to this sale

   as necessary. You may also type in a merchandise sku number on the same

   sale if the customer decides to purchase regular inventory merchandise

   at that time.

 

   The repair has been billed now and the sale number has been added to

   the repair. When using the Enter or Edit Repairs & Custom Work feature

   [choice 3-1], you can bring up the repair by either its original job

   number or the with sale number it was billed on.

 

Tracking repairs using The Jewelry Shopkeeper

 

   Any time you need to look up the details of a repair or update its

   progress, select the Enter or Edit Repairs & Custom Work feature

   [choice 3-1].

 

   To run repair reports select Repair and Custom Work Reports feature

   [choice 3-3]. Reports can be displayed or printed for repairs by due

   date, location, job number and customer name. You can specify to report

   certain repairs by selecting the Picked up Jobs, Due Dates, Completed

   Dates, Dates Jobs were brought in, Jobs in Location and Jobs at Vendor.

 

   The report can be printed in Job number, Name, Due Date, Amt Due,

   Location or Vendor order.