Crear caso
Este tutorial esta enfocado en crear casos desde el punto de venta.
Los pasos para crear un nuevo caso son los siguientes:
- Seleccione “P.D.V”.
- Seleccione “Nuevo Caso”.
Le aparecerán las opciones para crear un nuevo caso, los campos que debe llenar son los siguientes:
a. Seleccione si desea que se emita factura, si desea que se emita un recibo deje en blanco esta casilla.
b. Coloque el síntoma o el motivo por el que se esta registrando este caso.
c. Coloque el nombre del cliente por el que se registra el caso, a este nombre saldrá también la factura o recibo.
d. Aquí le aparecerán los números de serie relacionados a este cliente. Es decir los números de serie que este cliente haya comprado.
e. Podrá agregar productos o servicios con el código de barras, o colocar el código manualmente para agregarlos.
f. Si no utiliza códigos, puede seleccionar los productos o servicios aquí. Luego especifique la cantidad del producto o servicio.
Presione “Guardar” para crear el caso.
Le aparecerá un mensaje de éxito en la pantalla notificándole que el caso fue creado exitosamente. Podrá verificar los detalles del caso, editarlo, cerrarlo o cobrarlo en los iconos que aparecen al lado derecho.
Editar un caso
Para modificar un caso existente que aun no ha sido cerrado:
- Ir a "P.D.V."
- Seleccionar "Casos".
- Seleccionar el icono de "Editar" en el caso que desea modificar.
Podra modificar los siguientes campos:
a. Sintoma: Actualice el motivo o sintoma del caso.
b. Diagnostico: Agregue o modifique el diagnostico del tecnico.
c. Solucion: Agregue o modifique la solucion aplicada.
d. Productos y servicios: Agregue o quite productos y servicios del caso.
e. Descuento: Aplique un descuento global al caso.
f. Garantia: Marque si el caso esta cubierto por garantia.
g. Cortesia: Marque si es un caso de cortesia (sin costo).
h. Critico: Marque si el caso es critico o urgente.
i. Fecha esperada de cierre: Modifique la fecha en que se espera cerrar el caso.
j. Etiquetas (Tags): Asigne etiquetas para categorizar el caso.
Presione "Guardar" para actualizar el caso.
Cerrar un caso
Cuando el servicio tecnico ha sido completado:
- Ir a "P.D.V."
- Seleccionar "Casos".
- Seleccionar el icono de "Cerrar" en el caso que desea cerrar.
El sistema le pedira confirmacion. Una vez cerrado, el caso no podra ser editado nuevamente.
Nota: Si el caso tiene una factura asociada, asegurese de que la factura haya sido cobrada antes de cerrar el caso.
API (llamadas desde sistemas externos)
Crear caso
curl -v \
-H "Accept: application/json" \
-H "Content-type: application/json" \
-H "X-User-Email: prueba@zauru.com" \
-H "X-User-Token: XSDFKK09238487DLFS" \
-X POST \
-d '{
"case": {
"symptom": "Pantalla rota",
"client_id": "1",
"taxable": "1",
"case_supplies_attributes": {
"0": {
"item_id": "1",
"quantity": "1",
"unit_price": "150"
}
}
}
}' \
https://app.zauru.com/pos/cases.json
Esto devolverá un JSON similar a este:
{
"id": 1,
"zid": 2,
"id_number": null,
"reference": null,
"date": "2026-08-06",
"closing_expected_at": "2026-08-08",
"contact_method_id": 3,
"symptom": "Pantalla rota",
"diagnosis": null,
"solution": null,
"critical": false,
"image": {
"url": null,
"standard": {
"url": null
}
},
"memo": null,
"warranty": false,
"courtesy": false,
"refund": false,
"replace": false,
"closed": false,
"closed_at": null,
"entity_id": 4,
"responsible_id": 5,
"serial_id": null,
"client_id": 5,
"agency_id": 6,
"creator_id": 7,
"updater_id": 7,
"closer_id": null,
"subtotal": "0.0",
"discount_id": null,
"extra_discount": "0.0",
"total": "0.0",
"created_at": "2026-08-06T04:17:24.625Z",
"updated_at": "2026-08-06T04:17:24.625Z",
"payment_term_id": 8,
"case_supplies_count": 1,
"pos": true,
"taxable": true,
"seller_id": 5,
"contract_id": null,
"crm_url": null,
"not_included_vat": null,
"external_image_url": null,
"voided": false,
"voided_at": null,
"voider_id": null
}
Listar casos (datatables)
curl -v \
-H "Accept: application/json" \
-H "Content-type: application/json" \
-H "X-User-Email: prueba@zauru.com" \
-H "X-User-Token: XSDFKK09238487DLFS" \
-X POST \
-d '{
"order": {
"0": {
"column": "3",
"dir": "desc"
}
},
"start": "0",
"length": "40",
"search": {
"value": "",
"regex": "false"
}
}' \
https://app.zauru.com/pos/cases/datatables.json
Esto devolverá un JSON similar a este:
{
"draw": 0,
"recordsTotal": 2,
"recordsFiltered": 2,
"data": [
{
"i": "",
"sym": "<a href=\"/pos/cases/144691\">Pantalla rota</a>",
"crea": "06 de ago a las 04:17 hrs",
"ago": "00:00",
"srl": "",
"cli": "LUIS CASTILLO",
"itms": 1,
"tot": "0.00",
"due": "0.00",
"r": "<a title=\"Detalles\" href=\"/pos/cases/144691\"><i class=\"fa fa-eye\"></i></a><a title=\"Editar\" href=\"/pos/cases/144691/edit\"><i class=\"fa fa-edit\"></i></a><a title=\"Imprimir\" data-turbolinks=\"false\" href=\"/pos/cases/144691/print?print_template=1071\"><i class=\"fa fa-print\"></i></a><a href=\"/pos/cases/144691/close\"><i class=\"fa fa-check-square-o\"></i></a>",
"DT_RowId": "pos-case-144691"
},
{
"i": "",
"sym": "<a href=\"/pos/cases/144690\">Pantalla rota</a>",
"crea": "06 de ago a las 04:14 hrs",
"ago": "00:02",
"srl": "",
"cli": "LUIS CASTILLO",
"itms": 1,
"tot": "0.00",
"due": "0.00",
"r": "<a title=\"Detalles\" href=\"/pos/cases/144690\"><i class=\"fa fa-eye\"></i></a><a title=\"Editar\" href=\"/pos/cases/144690/edit\"><i class=\"fa fa-edit\"></i></a><a title=\"Imprimir\" data-turbolinks=\"false\" href=\"/pos/cases/144690/print?print_template=1071\"><i class=\"fa fa-print\"></i></a><a href=\"/pos/cases/144690/close\"><i class=\"fa fa-check-square-o\"></i></a>",
"DT_RowId": "pos-case-144690"
}
]
}
Ver caso
curl -v \
-H "Accept: application/json" \
-H "Content-type: application/json" \
-H "X-User-Email: prueba@zauru.com" \
-H "X-User-Token: XSDFKK09238487DLFS" \
https://app.zauru.com/pos/cases/1.json
Esto devolverá un JSON similar a este:
{
"id": "3848",
"zid": "2745",
"id_number": "OS-02743",
"reference": "F13-0788 // FAC. 1381",
"date": "2013-10-28",
"closing_expected_at": "2013-10-29",
"contact_method_id": "10",
"symptom": "NO LE FUNCIONA BIEN",
"diagnosis": "SOLENOIDE DAÑADA",
"solution": "SE CAMBIO SOLENOIDE SE LLENO Y PROBO CICLO",
"critical": false,
"image": null,
"memo": "LAVADORA ROPER\n13/10/2013\nMETRONORTE",
"warranty": false,
"courtesy": false,
"refund": false,
"replace": false,
"closed": true,
"closed_at": "2013-11-09 22:03:53",
"entity_id": "14",
"responsible_id": "82",
"serial_id": "6951",
"client_id": "12607",
"agency_id": "19",
"creator_id": "37",
"updater_id": "37",
"closer_id": "37",
"subtotal": "0.00",
"discount_id": null,
"extra_discount": "0.00",
"total": "0.00",
"created_at": "2013-10-28 22:50:42.545528",
"updated_at": "2013-11-09 22:03:53.932239",
"payment_term_id": "12",
"case_supplies_count": "1",
"pos": false,
"taxable": true,
"seller_id": null,
"contract_id": null,
"crm_url": null,
"not_included_vat": null,
"external_image_url": null,
"voided": false,
"voided_at": null,
"voider_id": null
}
Nuevo caso (prellenado)
curl -v \
-H "Accept: application/json" \
-H "Content-type: application/json" \
-H "X-User-Email: prueba@zauru.com" \
-H "X-User-Token: XSDFKK09238487DLFS" \
https://app.zauru.com/pos/cases/new.json
Esto devolverá un JSON similar a este:
{
"case": {
"id": null,
"zid": null,
"id_number": "",
"reference": null,
"date": "2026-08-06",
"closing_expected_at": null,
"contact_method_id": 1,
"symptom": null,
"diagnosis": null,
"solution": null,
"critical": false,
"image": {
"url": null,
"standard": {
"url": null
}
},
"memo": null,
"warranty": false,
"courtesy": false,
"refund": false,
"replace": false,
"closed": false,
"closed_at": null,
"entity_id": 2,
"responsible_id": 3,
"serial_id": null,
"client_id": null,
"agency_id": 4,
"creator_id": null,
"updater_id": null,
"closer_id": null,
"subtotal": "0.0",
"discount_id": null,
"extra_discount": null,
"total": "0.0",
"created_at": null,
"updated_at": null,
"payment_term_id": 5,
"case_supplies_count": 0,
"pos": false,
"taxable": false,
"seller_id": null,
"contract_id": null,
"crm_url": null,
"not_included_vat": null,
"external_image_url": null,
"voided": false,
"voided_at": null,
"voider_id": null
},
"items": [
{
"id": 6,
"zid": 7,
"active": true,
"stockable": false,
"sellable": true,
"manufacturable": false,
"purchasable": false,
"code": "S31",
"ean13": "",
"name": "1 hora de Configurar Impresoras",
"image": {
"url": null,
"thumbnail_fill": {
"url": null
}
},
"item_category_id": 8,
"measurement_unit": "",
"weight": null,
"volume": null,
"description": "1 Hora de configurar impresora",
"reorder_point": null,
"economic_order_quantity": null,
"months_warranty": null,
"entity_id": 2,
"updater_id": 3,
"created_at": "2014-05-12T17:13:50.569Z",
"updated_at": "2018-05-15T14:35:24.650Z",
"pays_vat": true,
"tariff_rate": 0.0,
"pdf": {
"url": null,
"thumbnail": {
"url": null
}
},
"product_type": 1,
"payee_id": null,
"average_cost": null,
"fifo_cost": null,
"lifo_cost": null,
"extra_tax_1": 0.0,
"extra_tax_2": 0.0,
"quotable": true,
"ecommerce": false,
"image2": {
"url": null,
"thumbnail_fill": {
"url": null
}
},
"image3": {
"url": null,
"thumbnail_fill": {
"url": null
}
},
"image4": {
"url": null,
"thumbnail_fill": {
"url": null
}
},
"image5": {
"url": null,
"thumbnail_fill": {
"url": null
}
},
"msrp": null,
"tax1_use_msrp": false,
"tax2_use_msrp": false,
"vendor_code": null,
"stocks_only_integer": true,
"brand_id": null,
"color": "#cccccc",
"item_country_code_id": null,
"youtube_video_url": null,
"inventory_account_id": null,
"master_item_id": null,
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"force_as_good_for_document_external_storage_service": false,
"extra_description": null
}
],
"prices": {
"22991": "100.0",
"6912": "2800.0"
},
"serials": []
}
Editar caso
curl -v \
-H "Accept: application/json" \
-H "Content-type: application/json" \
-H "X-User-Email: prueba@zauru.com" \
-H "X-User-Token: XSDFKK09238487DLFS" \
https://app.zauru.com/pos/cases/1/edit.json
Esto devolverá un JSON similar a este:
{
"id": "3848",
"zid": "2745",
"id_number": "OS-02743",
"reference": "F13-0788 // FAC. 1381",
"date": "2013-10-28",
"closing_expected_at": "2013-10-29",
"contact_method_id": "10",
"symptom": "NO LE FUNCIONA BIEN",
"diagnosis": "SOLENOIDE DAÑADA",
"solution": "SE CAMBIO SOLENOIDE SE LLENO Y PROBO CICLO",
"critical": false,
"image": null,
"memo": "LAVADORA ROPER\n13/10/2013\nMETRONORTE",
"warranty": false,
"courtesy": false,
"refund": false,
"replace": false,
"closed": true,
"closed_at": "2013-11-09 22:03:53",
"entity_id": "14",
"responsible_id": "82",
"serial_id": "6951",
"client_id": "12607",
"agency_id": "19",
"creator_id": "37",
"updater_id": "37",
"closer_id": "37",
"subtotal": "0.00",
"discount_id": null,
"extra_discount": "0.00",
"total": "0.00",
"created_at": "2013-10-28 22:50:42.545528",
"updated_at": "2013-11-09 22:03:53.932239",
"payment_term_id": "12",
"case_supplies_count": "1",
"pos": false,
"taxable": true,
"seller_id": null,
"contract_id": null,
"crm_url": null,
"not_included_vat": null,
"external_image_url": null,
"voided": false,
"voided_at": null,
"voider_id": null
}
Actualizar caso
curl -v \
-H "Accept: application/json" \
-H "Content-type: application/json" \
-H "X-User-Email: prueba@zauru.com" \
-H "X-User-Token: XSDFKK09238487DLFS" \
-X PUT \
-d '{
"case": {
"symptom": "Pantalla rota editada",
"diagnosis": "Cambio de pantalla",
"case_supplies_attributes": {
"0": {
"id": "1",
"quantity": "2"
}
}
}
}' \
https://app.zauru.com/pos/cases/1.json
Esto devolverá un JSON similar a este:
{
"id": "3848",
"zid": "2745",
"id_number": "OS-02743",
"reference": "F13-0788 // FAC. 1381",
"date": "2013-10-28",
"closing_expected_at": "2013-10-29",
"contact_method_id": "10",
"symptom": "NO LE FUNCIONA BIEN",
"diagnosis": "SOLENOIDE DAÑADA",
"solution": "SE CAMBIO SOLENOIDE SE LLENO Y PROBO CICLO",
"critical": false,
"image": null,
"memo": "LAVADORA ROPER\n13/10/2013\nMETRONORTE",
"warranty": false,
"courtesy": false,
"refund": false,
"replace": false,
"closed": true,
"closed_at": "2013-11-09 22:03:53",
"entity_id": "14",
"responsible_id": "82",
"serial_id": "6951",
"client_id": "12607",
"agency_id": "19",
"creator_id": "37",
"updater_id": "37",
"closer_id": "37",
"subtotal": "0.00",
"discount_id": null,
"extra_discount": "0.00",
"total": "0.00",
"created_at": "2013-10-28 22:50:42.545528",
"updated_at": "2013-11-09 22:03:53.932239",
"payment_term_id": "12",
"case_supplies_count": "1",
"pos": false,
"taxable": true,
"seller_id": null,
"contract_id": null,
"crm_url": null,
"not_included_vat": null,
"external_image_url": null,
"voided": false,
"voided_at": null,
"voider_id": null
}
Cerrar caso
curl -v \
-H "Accept: application/json" \
-H "Content-type: application/json" \
-H "X-User-Email: prueba@zauru.com" \
-H "X-User-Token: XSDFKK09238487DLFS" \
https://app.zauru.com/pos/cases/1/close.json
Esto devolverá un JSON similar a este:
{
"id": "3848",
"zid": "2745",
"id_number": "OS-02743",
"reference": "F13-0788 // FAC. 1381",
"date": "2013-10-28",
"closing_expected_at": "2013-10-29",
"contact_method_id": "10",
"symptom": "NO LE FUNCIONA BIEN",
"diagnosis": "SOLENOIDE DAÑADA",
"solution": "SE CAMBIO SOLENOIDE SE LLENO Y PROBO CICLO",
"critical": false,
"image": null,
"memo": "LAVADORA ROPER\n13/10/2013\nMETRONORTE",
"warranty": false,
"courtesy": false,
"refund": false,
"replace": false,
"closed": true,
"closed_at": "2013-11-09 22:03:53",
"entity_id": "14",
"responsible_id": "82",
"serial_id": "6951",
"client_id": "12607",
"agency_id": "19",
"creator_id": "37",
"updater_id": "37",
"closer_id": "37",
"subtotal": "0.00",
"discount_id": null,
"extra_discount": "0.00",
"total": "0.00",
"created_at": "2013-10-28 22:50:42.545528",
"updated_at": "2013-11-09 22:03:53.932239",
"payment_term_id": "12",
"case_supplies_count": "1",
"pos": false,
"taxable": true,
"seller_id": null,
"contract_id": null,
"crm_url": null,
"not_included_vat": null,
"external_image_url": null,
"voided": false,
"voided_at": null,
"voider_id": null
}