As ERP technology becomes mobile, more businesses are turning to software solutions to facilitate their day-to-day activities. Workers and technicians who shouldn't be near a desk to perform their duties can use smartphones and tablets to utilize the same data tools and process visibility as the rest of the company.

Repair and service shops should use Microsoft Dynamics NAV to create and manage their work orders.

Document creation
A work order begins with customer approval. Microsoft Dynamics NAV mobile solutions give clients the power to view the process and materials that will go into their purchase.

ERP technology uses data captured from every section of the shop to create a work order estimate. When a customer inquires about a job, the information is passed among the employees utilizing the software. The supply warehouse, financial agents and technicians work together to generate a sales quote.

The Microsoft website advised companies to start by creating a draft order. This electronic document includes a sales quote created by the company's integrated data and is available to the customer. Once the client approves the details, the draft order is instantly converted into a sales order. It is shared with the rest of the shop and the job begins.

Work order management
ERP Focus suggested the primary advantage of ERP software solutions is that they provide every section of the business with the visibility needed to complete the job on time and to the client's expectations.

The software helps managers assign personnel to specific tasks. Employees can be selected based on schedule and skills. As the job is being performed, work order handling and status should be logged into the data system. Microsoft Dynamics NAV mobile technology allows technicians to update milestones and completion of tasks as they happen on their mobile devices.

If a customer calls, any member of the shop must have the information needed to answer his or her questions about progress. The ERP Software blog highlighted Dynamics NAV's ability to change orders based on customer requests. When a customer wishes to alter a work order in the middle of production, real-time reporting and visibility makes the entire team aware of what needs adapted instantly, so time and resources are not wasted.

Tools for the future
Customer satisfaction with the completion of a work order should be recorded in the system. Data captured from successful client interactions can create frameworks for future services.

The software should also be utilized to help consumers who may have issues after the work order is complete. Find Accounting Software, a business technology resource, suggested ERP solutions are effective at managing further repair and service requests, warranty procedures and parts reordering. Issues are dealt with quickly and complaints create usable data. A company should reference any problems with orders into their history to prevent their reoccurrence.

Microsoft Dynamics NAV software has tools for returning customers as well. Companies can create blanket sales orders for clients who make frequent requests for the same services or repairs. These documents create a framework for fast, consistent performance. A customer data history may include warnings or labels based on prepayment requirements, partial order updates or other special needs. 

Shop managers looking for more ERP details should download the Features & Benefits: Microsoft Dynamics NAV Service Management.

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