We are a small company on Epicor 10.2. Is there any way to shorten the data entry in the repair/calibrate process?
What we do currently:
Customer requests we repair or calibrate a product. It could have been sold to a different customer or could have been sold under our old ERP system so there usually is not a sales order in the system.
Our customer service person creates an RMA, then a sales order, then a job for part number CALIBRATE.
Shipping receives the product under the RMA.
The product is applied as raw material to the job. Person clocks into job to repair/calibrate and then the job is closed.
Most of this is done by the same person and this seems like a lot of work for a routine process. We receive these requests from the same customers for the same parts multiple times a year so it would be nice if we could reduce the data entry steps.
We would like to streamline this process while still maintaining a record of receipt of the shipment from the customer for auditing purposes.
Any suggestions?