Repair Workflow-Case Study
We helped a repair-focused business streamline their entire workflow in Odoo—from receiving items to repairing, dispatching, and invoicing. Before this, every step was manual and scattered. After implementation, the repair cycle became fast, organized, and fully traceable.
Repair Workflow Implementation
Background
This company receives customer products that need repair. The challenge was that repairs came in without any prior sales record, product history, or structured process. Every department handled things differently, and nothing was tracked end-to-end.
The management asked us:
“Can you set up a repair workflow where we can receive products, repair them, and return them to customers in a clean, trackable way?”
We redesigned the complete repair cycle inside Odoo to make it smooth and reliable.
What Was Going Wrong
Before the new workflow, the process had several issues:
Store team received products randomly with no proper documents.
Repair location was not controlled or monitored.
Quality team had no structured way to record what needs repair.
Non-repairable items weren’t tracked properly (no scrap record).
Repair orders were created manually and often mismatched.
Multiple items could not be repaired in a single order.
Sometimes a product variant changed after repair, and there was no way to handle this.
Dispatch team struggled to return repaired products consistently.
Accounts team had to guess charges and create invoices without proper references.
The company was losing time, materials and clarity.
What We Implemented -
1. Product Receiving for Repair
We created a simple, structured way to receive products:
Store team creates a Repair Receipt Document whenever a product arrives.
They fill in product details and park it in a Repair Location.
Quality team checks the item and notes down what needs to be repaired.
If something is non-repairable, they can scrap it with one click.
This gave full control over incoming products.
2. Repair Order Creation
Once the item passes quality check:
A Repair Order gets created automatically from the Receipt Document
(Custom automation we added)
Manufacturing/repair team gets exact instructions from the quality notes.
They can add components, remove parts, replace items or recycle materials.
Multiple products can be repaired under one single repair order
(Custom feature added)
Variant Conversion Case
Sometimes repairing changes the product completely — like converting Product A Variant 1 into Variant 2.
We enabled MO conversion, so the system can record this variant change accurately.
3. Moving Repaired Products to Dispatch
After repair is complete:
The repaired item is transferred directly to Dispatch-Repair location.
This was a custom feature to skip unnecessary intermediate steps.
This made the flow faster and easier for the repair team.
4. Delivery Back to Customer
The dispatch team now had a clean, simple method:
Create Delivery Challan
Select the repaired items
System automatically fetches details based on the original repair receipt
Deliver repaired product back to customer
No confusion, no missing references.
5. Accounts Team Invoices
Earlier, invoicing was guess-based.
Now it’s controlled:
Accounts team checks the Repair Order details
They create invoices for:
repaired main product
service charges
any additional parts used
We added customization so main product + service charge can be added in the same Sales Order/Invoice.
This made the finance side structured.
Final Outcome (Business Impact)
After implementation, the repair cycle became smooth and trackable:
✔ Clear product receiving process
No product gets lost or forgotten.
✔ Repair orders created automatically
No manual errors, no missing information.
✔ Multiple products in one order
Repair team can work efficiently.
✔ Proper tracking of non-repairable items
Scrap is recorded with proof.
✔ Variant changes handled correctly
✔ Quick and clean dispatch back to customers
✔ Accurate invoicing based on actual repair work
Finance team no longer depends on guesswork.
✔ Full visibility from start → repair → dispatch → invoice
Every action has a record, timestamp, and responsible person.
Overall, the company moved from a manual, unpredictable repair process to a disciplined, traceable, and smooth repair workflow inside Odoo.