How to add costings to a repair order

Modified on Wed, 11 Jun at 10:18 AM

Once a repair order has been completed, costings will need to be added before providing the customer with an invoice.

In the Repair Order List screen, find your RO and click Invoice.
Click Review Job Charges.
In the Labour tab, click the Drop Down in the Item Column to select your labour charge line. If your service technicians clock on/off the repair orders, this may already be pre-filled. Enter the Cost and Sale Units.
In the Shop Supplies tab, click the Drop Down in the Item Column to add any shop supplies used, and enter their Cost and Sale Units.
The Parts tab is used for any parts from your parts department that have been used to complete the RO. If your service technicians add the parts themselves from the Eclipse Online app, or if your parts department adds the parts to the RO, there may already be parts invoices displayed.
To add parts, click Add Parts Invoice.
Enter the Part Number and the Qty Supplied. Click Process Invoice. If the parts have not been used yet, click Save as Order.
If you have an external supplier completing work on the repair order, you should add the sublet details in the Sublet tab. Click Add Sublet.
Select the Sublet Item Code, and use either the pre-filled Description or type in your own. Select the Supplier and add in the Cost of the work. You can choose to create a Purchase Order or Invoice from this screen, provided you have the invoice details. Enter the Selling Price to the customer and click OK.
Enter any notes you wish to display on the customers invoice in the Factory/3C's tab.
If you use Remedy Codes, the Customer Instructions tab is where you can select these.
The Staff Logs tab will display the service technicians clocking on/off this particular job.
The Photos tab is used to add photos related to the service job. You may upload these from your PC, or the service technicians can upload photos on the Eclipse Online app.
If the repair order has more than one job, click Next Job to add costs associated with the next job.
Once all costings have been entered, click Save.