Rehearse the complete custody cycle from asset receipt through diagnosis, approval, repair and collection. Include a declined repair and an unresolved return investigation. The team should trace the asset, installed components and customer charges at every stage, with technical release and commercial approval performed by the roles responsible for those decisions.
Understand the decision
Use two similar sample assets so the rehearsal can reveal identity mistakes. Introduce an unavailable component and a customer who declines the larger repair. Keep physical-stock and customer-message actions isolated from production while workshop and finance users check the resulting obligations and draft charges.
Work through the requirements
- Trace two assets through the workshop.
- Rehearse a declined repair and delay.
- Review release evidence and final charges.
| Record or decision | Why it matters |
|---|---|
| Custody scenario | Tests receipt, location and collection responsibility. |
| Release evidence | References the authorized completion decision. |
| Charge reconciliation | Connects approved work to invoice treatment. |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
A successful invoice does not prove the workshop can account for customer assets. Include custody, declined work and unresolved investigations in the acceptance criteria, and have ordinary users demonstrate how they prevent releasing the wrong unit.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Equipment repair businesses in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Odoo 19: processing repair orders ↗Odoo 19: helpdesk after-sales workflows ↗Odoo 19: sales quotations and invoicing methods ↗