Orders How-To Guides
      Back to home
      1. User Guides, Documentation & Help Center
      2. Order Management
      3. Orders How-To Guides

      How can I use Loaner devices in Fixably?

      Loaner products can be added to Stock, used on Orders, and managed within the Fixably application.

      Creating a Loaner Product

      1. From the Fixably Home Screen, click New Product.
        Click on New product in the dashboard

      2. Specify the Product Code for the new Loaner.
        In the New Product page enter the Product Code.

      3. Enter the Loaner Product's Name.

        Enter the Name.

      4. From the Type menu, select Loaner.

        Select Loaner from Type drop down

      5. When you have completed setting up your Loaner Product, click Save.

        Click on Save.


      Creating a Loaner Stock

      1. From the Navigation Sidebar, select Stocks.

        Create a new stock by navigating to Stocks in left navigation panel

      2. Click on Stock Management.

        Click on Stock Management

      3. Click on New Stock.

        Click on New Stock

      4. Enter the Name, Description, Location and other required information. When complete, click Save.

        Enter the necessary details such as Name of the stock and click on Save.

       

      Receiving Loaners to Stock

      1. From the Navigation Sidebar, click on Purchase Orders.

        Click on Purchase Orders to create manual purchase orders for loaner devices

      2. Click Manual Purchase Order.

        Click on Manual Purchase Order.

      3. Select the appropriate Stock.

        Select Loaner stock from Stock

      4. Add the Loaner Product to the Purchase Order. Repeat this step for any additional products you need to receive.

        Search and add loaner product

      5. Select the appropriate Vendor from the dropdown.

        Select Vendor from the dropdown.

      6. When complete, click Create Purchase Order.

        Once all the necessary details are entered, click on Create purchase Order.

      7. To receive the Loaner devices, click on the Navigation Sidebar and Stocks.

        To receive the Loaner devices into the stock, click on Stocks from the left navigation panel.

      8. Click on Incoming Goods.

        Click on Incoming Goods

      9. Locate the appropriate Purchase Order from the list. Click on the checkbox to indicate that you are receiving the Purchase Order. If the Product is Serialized, enter the Serial Number or IMEI in the fields. Repeat this process for any additional Products you need to receive. 
        Select the check box on the purchase order number and enter the serial number and imei.

      10. When complete, click Receive selected.

        Click on Receive selected.

      11. A notification will appear indicating that the Product has been received and can now be used. 

        Parts are received into the stock and now loaner devices can be used in orders

       

      Adding a Loaner to an Order

      1. Click the Shopping Cart icon or the Add Product button from an Order.

        On a order click on Add product

      2. Search for the Loaner.

        Enter the loaner device name

      3. Select the appropriate Loaner and click Bring to order.

        Select the loaner device that has to be added on the order and click on Bring to order.

      4. When the customer is ready to accept the Loaner, click on the Product code from the Products and Services section and then Check-out.

        Click on check-out from the product drop down when loaning the device to the user.

      5. The Loaner device printout will be available for the customer to sign.

        Loaner device printout will be available for the customer to sign.

      6. When the customer arrives after the repair, click on Check-in from the Product dropdown to check in the loaner device.

        Click on Check-in from the product dropdown to check in the loaner devices

      7. Check in the device by confirming the Serial Number, IMEI and any issues the client may have noticed during use.

        To check in the device enter the imei or serial number.

      8. The Loaner is now checked in.

        The device is now checked in.