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

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Requesting Parts on Order

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