Requesting Parts on Order

Owned by Lamont Eddins
Mar 26, 2024

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
  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
    Change Status

  4. Enter the part information
    enter part information

    Quantity and Part Description is required. 

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

In this Article

Related Articles