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Requesting Parts on Order

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. When parts are in the process of being delivered, the work order allows for adding Parts Tracking Information to keep everyone abreast to access delivery information. Information for tracking parts can be changed to ensure accuracy. This can also be done in SC Provider Mobile.

 

⦿ How to Enter a Parts Purchasing Request

  1. Locate the work order that needs parts

  2. Click the +Add Note button to open the modal

  3. Use the drop-down arrow to change the Select New Status to In-Progress/Parts on Order

  4. Enter the part information

  5. Optional: Click the Add Another Part link to add additional parts

  6. Use the drop-down arrow to select a destination for the part

  7. Use the drop-down arrow to select a Carrier for shipment

  8. Add the shipping tracking number

    Send part request
    Send part request

  9. Click the Save and Note button to finalize the status change and part request order

⦿ How to Add Parts Tracking Information on a Work Order

  1. Locate a desired work order from the list view and click into details

  2. Click the Invoices & Materials / Parts tab to view its information

  3. Click the + Add Parts Tracking button to open the modal

    Invoice and Materials and Parts

  4. Fill-in the following information:

    1. Part Name

    2. Use the drop-down to select Shipping Carrier

    3. Optional: When selecting Other, fill-in Custom Shipping Information

    4. Tracking Number

      Add Parts Tracking info

  5. Click the Submit button to save tracking information

⦿ How to Modify Part Tracking Information on a Work Order

  1. Locate a desired work order from the list view and click into details

  2. Click the Invoices & Materials / Parts tab to view its information

  3. Locate a Parts Tracking tile and click See Details to open the modal

  4. Make necessary changes to the part information

  5. Click the Submit button to confirm changes

    Edit Parts Tracking modal

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