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Requesting Parts on Order in SC Provider Mobile

Requesting Parts on Order in SC Provider Mobile

Technicians can request parts to be ordered when a specific part(s) are not available to complete a work order.  This process is available after searching through the inventory for the part.  This requires providers to indicate what part(s) are needed to complete the work order when changing the extended status on a work order to parts on order. When parts arrive at the location, you can indicate parts were received when complete the work order. Requesting Parts on Order can also be done in ServiceChannel for Providers. Parts that were requested for purchase and sent via shipping by the supplier, information be can added and seen on the work order by adding Parts Tracking Information. This can also be done in ServiceChannel for Providers.

 

⦿ How to Request Parts Purchasing in SC Provider Mobile

  1. Log-out of the work order and select In-Progress/Parts on Order status

  2. Select Parts on Order

  3. Choose a Source Location for the part

    Choose location

  4. Click the Purchase Order link to open the modal

  5. Click Create a Non-Catalog part link to open the modal

  6. Fill out the Non-Catalog part request information

  7. Click Create and Add to Cart button to part part into cart

    Create and Add to Cart

  8. Optional: Add more parts

  9. Click the View Cart button to check-out part(s)

  10. Select a Destination Location for the part

  11. Click the Submit button to finalize the request

    Submit request

  12. Complete the log-out process

⦿ How to Add Part Tracking Information in SC Provider Mobile

  1. Locate a desired work order and click inside for its details

  2. Locate the Order Parts Tracking column and click the pencil icon to start the process

  3. Click the Add Tracking button to add tracking information

    SC Provider 3.png

  4. Fill in the following:

    1. Part Name.

    2. Use drop-down for Shipping Carrier.

    3. Optional: If Custom is selected, add the Custom Shipping Carrier

    4. Add Tracking number.

      SC Provider 4.png

  5. Click the Save button to add Parts Tracking information to the work order

⦿ How to Modify Parts Tracking Information in SC Provider Mobile

  1. Locate a desired work order and click inside for its details

  2. Locate the Order Parts Tracking column and click the pencil icon nside to start the process

  3. Click the tile to open the edit page

    SC Provider Modify 3.png

  4. Make necessary changes

    SC Provider Modify 4.png

  5. Click the save button to update parts tracking information

⦿ How to Indicate Parts Received SC Provider Mobile

  1. Log-out of the work order and change status to Complete

  2. Click the Pending Parts tab to locate the parts received

  3. Click the Received radio button to indicate parts were received

    Parts received

  4. Click the Done button to move forward with logging out of the work order

    Completed parts section

  5. Finalize logging out oft he work order

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