The WinMan Service and Repairs module is a tightly integrated CRM feature of WinMan. The Service and Repairs module makes managing your help desk or returns process easier by tracking calls, producing management information, and building problem/solution histories.
With the Service and Repairs you can easily track customer requests and efficiently manage your entire workload—from handling calls to requesting customer shipments.
New calls or previous call history can be retrieved by reference to customer names, addresses, sales invoice numbers, and sales order numbers. When integrated with WinMan, the Service and Repairs allows searches through the open and historic sales orders and shipment files for possible matches. The Service and Repairs also has the flexibility to record calls on items where no sales or shipping history is available, for organizations who sell through a third-party distributor.
WinMan users record or select the customer information, product information and fault details. The user can then:
- Assign a return authorization number for the returning of goods
- Authorize the re-shipment of an item
- Authorize the credit of a previous invoice
- Setup a re-work order for repair requests
Goods may be received into WinMan using an assigned RMA number, customer name, or product name. The item can be entered directly into stock or any other location specified by the user. Items being returned for repair can automatically be added to a rework manufacturing order.
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