General Features

<< Click to Display Table of Contents >>

Navigation:  Section 1: Introduction >

General Features

General Features

Customers and Vendors

Complete management of customers, purchase vendors. You can install an almost unlimited number of records.

Quick lookup, filtering, and sorting in a customizable spreadsheet view by many different criteria for customers and vendors.

Quick entry by name, account number, or alphanumeric code

Instant lookup of current customer repairs.

Print, e-mail, or SMS customers.

Numerous analysis reports provide instant access to customer and vendor data, statistics, and patterns.

Numerous available skins and themes including Dark Mode, High contrast and more. Font Size increasing or decreasing for people with disabilities.

IT Asset Management. Assets are the devices that you support and/or repair for your customers. You can track specific information about these devices, and track an ongoing work history.

 

Repair Orders, Quotes, and Tickets

Efficiently track repairs through each step of the repair process with customizable statuses (e.g. receipt, order, estimate, approval/refusal, parts order, subcontract, repair, return, invoice, payment).

Quick lookup, filtering, and sorting in a customizable spreadsheet view by different criteria and specialized filters and the ability to view and edit multiple records simultaneously.

Easily identify warranty repairs, repeat repairs, stolen items, and rush orders.

Easily subcontract repairs to a third-party repair business and track those repairs.

Service codes allow for systematic identification of work processes for later analysis, including the ability to add custom fields with optional custom drop-down selections.

Process records individually or by batch.

Print, e-mail, or SMS repair orders, quotes, technician repair assignments and packing slips.

 
Inventory and Purchase Orders

Efficiently track inventory parts and orders, with support of Serialized and Stocked Items.

Quick lookup, filtering, and sorting in a spreadsheet view by different criteria for inventory and for purchase orders. Specialized filters for inventory for purchase orders. Automatic filtering of parts by the make and model being serviced or repaired and the ability to view and edit multiple records simultaneously.

Easily identify minimum-stock and low-stock items and items on order for specific repair orders.

Print and email e-mail purchase orders, purchase returns, and packing slips.

 

Effortless Invoicing
 
OpenRMA's Invoicing module provides a user-friendly interface for creating professional invoices. With just a few clicks, users can generate invoices for products and services, making it easier than ever to bill customers for repairs, warranties, or any other transaction.
 

Receipts and Credit Memos: In addition to invoices, the system enables the creation of receipts and credit memos. This versatility allows you to efficiently handle a variety of financial transactions, whether you're receiving payment or issuing refunds.

Payment Recording: Keeping track of payments is crucial for any business. OpenRMA Repair Centre's Invoicing module simplifies payment recording, ensuring that all financial data is accurately captured and organized.

Email Integration: Communicating with customers has never been easier. With this new feature, you can seamlessly send invoices, receipts, and credit memos via email. This not only saves time but also reduces paper usage and promotes eco-friendliness.

Print and email e-mail purchase orders, purchase returns, and packing slips.

 
Forms, Tickets, Parcel Labels and Reports

10 specialized forms, customized and translated to your language.

5 repair analysis reports.

Product Sticker printing for easy product identification on sight.

Parcel label print to stick on the shipping box.

Customize forms, reports, and labels yourself using Included Report Designer (Enterprise Edition only).

 
Efficient Data Input

The intuitive user interface follows many Microsoft Office standards for a quick learning curve for those already familiar with Microsoft Office.

Accelerated and standardized entry of customers, vendors, makes, models, categories, parts, and service codes.

Dozens of configurable defaults automatically fill in data based on specific conditions and dropdown lists automatically match choices based on the first few keystrokes.

Supports standard barcode readers, digital cameras, and soon for electronic signature pads.

We can Import your data from any electronic file you have backup.

Window Tabs allows for quickly switching between multiple windows in a browser like tabbed view.

 
Flexible Data Output

View forms and reports on-screen, print, send by Email or export to any of 16 industry-standard file formats.

Supports multi-bin printers to work with letterhead or different colored paper for each form copy; printer duplexing to reduce paper consumption; and bar-code label printers.

Export data to Excel data files.

Many window views are customizable to meet individual users’ needs.

 
Effective Communication Tools

Stay connected with your customers and vendors via printouts, e-mails, and text messaging.

Web-based repair status checking.

Automated sending of some forms, and status updates via e-mail,or SMS text messaging.

 

Database Connectivity and User Security

Choose between MySQL or MariaDB Server back-end database.

Automatically supports multiple users on a local or cloud network or easily share the database across multiple physical locations using Citrix XenApp, Windows Remote Desktop Services, or other standard connectivity software.

Automatic background backups of databases or manually save a database backup file.

Password username and password login for each user (Professional and Enterprise Editions).

Program administrator can assign read/write/print access to each module and report.