Momscode - MVS-Tools and Ticket Management System

Before creating and using a Service Ticket, it is advised that you create the following first:

• Employee

• Customer

• Service Tools

1.How to create a Employee

Home > Human Resources > Employee

• Go to the Employee list, and click on New.

• Enter the Employee's personal details such as Name, Gender, Date of Birth,Date of Joining and Division.

• Save.

  
  

• To Create Division,Go to Division List and create Division and save.

  
  

  2.How to create Customer

  Home > Selling > Customers

• Go to the Customer list and click on New.

• Enter Full Name of the customer.

• Select Address& Contact ,Enter the Customer Primary Address and Customer Primary Contact.

• Save.

  
  

  
  

3.How to create a Service Tools

• Go to the Service Tools list and click on Add Service Tools.

• Enter Mandatory Fields such as Tool Code,Tool Name,Tool Group,Description,Tool Condition,Serial Number.

• QR code is generated while saving the document.

4.How to create a Service Ticket

• Go to the Service Ticket list and click on Add Service Ticket.

• Enter details and select the tools in the tools required table .

• Save.

• Tools Details table ('Activity Details' tab) will be updated based on the Tools Required table.

  
  

  
  

• Select Accounts tab and enter details.

• Save.

  
  

  
  

Workflow of Mobile App

• Install the 'MvsApp' on your phone

• Login into the app with the provided credentials.

  
  

  
  

• The user can view the Service Tickets with open status.

  
  

• Click on the 'View details' button to view the ticket details.

  
  

  
  

• Click on the 'Pick Tool' button to view the assigned Tools.

  
  

  
  

• Click on 'Checkout' button to take the Tools from the store and scan the QR code of the tools.

• After Scanning QR code the 'Checkout' button changes to 'Checkin'.

  
  

  
  

  
  

• The Checkout time will be updated in the 'Service Ticket' document of ERPNext.

  
  

• After servicing,click on the 'Checkin' button and scan the QR code to return the Tools to the store.

  
  

• After 'Checkin',the Tools cannot be accessed by the assigned person.

• The Checkin time will be updated in the 'Service Ticket' document of ERPNext.

  
  

  
  

• After checkin the tools , the fields for attaching the MoM copy and Customer comments will be visible.

  
  

• User can attach the MoM copy and add customer comments,then click the 'Submit' button.

  
  

  
  

• The attached copy ,MoM attached time,GPS location and customer comments will be updated in the 'Service Ticket' document of ERPNext.

  
  

  
  

• After verifying the 'Service Ticket',the ticket status should be set to 'Closed' upon submitting the document.

• The closed 'Service Tickets' should not be visible in the Mobile app.