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I also (desperately) need to be able to add or attach Worksheets to Refurbs, or have Workshet functionality in the Refurb module. Without this ability, the Refurb module is useless to me.
I test and repair automotive Engine Control Modules (ECM's) and have a supply of 79 "cores", which are used ECM's that may or may not be good working units. Some of these I purchased from customers and others from wholesale core suppliers over a period of 6-8 years.
After testing and/or repairing a core, it then becomes inventory available for resale.
When I started this business in Sept, 2018, I had 22 rebuilt ECM's ready for sale, and 57 cores.
When a customer sends me their own ECM for testing or repair, RepairShopr works beautifully for ogranizing the workflow by creating the new Ticket and then recording all the test steps & results as I go through the steps on the worksheets I have made for each model of ECM.
However, I haven't been able to work out a good way to take my own cores and run them through the same workflow process so I can put them into Inventory, because I can't make Tickets with the Refurb module.
To use the Refurb module, I have to buy the item (core) from a customer--there is no ability to do anything else, like use my own cores for a Refurb.
So, after buying them from myself, I did a bulk import into Inventory of all 79 ECM's, lumping both the cores and rebuilt units together. I want to take a core from this supply, run it through my testing and rebuilding process, and put it into finished Inventory so I can sell it.
So, I go to the inventory I bought, put in the unit's serial number, and move it to Refurb's, but I can't find any workaround to use the normal workflow I use with customer's units with my units. In the Refurb module all I can do is add a part, its description, quantity and cost, with no ability to record what I've really done to the unit.
If I make myself a Customer, and then treat the testing and rebuilding of my own cores as if I was a customer, RS shows that I am a customer...with a huge amount of unpaid tickets.
RS also shows that I owe myself a lot of money for buying the cores from myself. For accurate accounting purposes, I need to assign a valid value to the cores, currently $100.00 each.
In Xero accounting software, this was easily done as Owners Capital Investment. When I did this in RS, which I have integrated with Xero, I then ended up with a duplicate entry for the value of the cores. If I give them a zero dollar value in RS, to avoid owing myself money, that creates different problems.
My current workaround is to create a new Ticket with myself as the customer, take one of my cores and run it through my normal workflow of testing and/or repairing it, and then when I have an order of that unit, I just go into the Customer Info section of the Ticket and change it from mine to the new customer's name. Unfortunately, this does not allow me to put it into Inventory, so if I try to sell it, I get negative inventory