Requesting Parts on Order
When parts are needed for a work order, you can change the work order status to a designated extended option that allows you to request parts to be purchased by the client. The purchases are tracked within the Invoice & Materials/Parts tab under Parts Purchasing. When those parts are order, it still tracked within Invoice & Materials/Parts but under Materials Ordered. You can request parts on order in SC Provider Mobile.
⦿ How to Enter a Parts Purchasing Request
- Locate the work order that needs parts
- Click the +Add Note button to open the modal
- Use the drop-down arrow to change the Select New Status to In-Progress/Parts on Order
Enter the part information
Quantity and Part Description is required.
- Optional: Click the Add Another Part link to add additional parts
- Use the drop-down arrow to select a destination for the part
- Use the drop-down arrow to select a Carrier for shipment
- Add the shipping tracking number
- Click the Save and Note button to finalize the status change and part request order
