Part Order Details

Part orders represent transactions such as parts sales directly to a customer, parts ordered for a specific work order, parts ordered to replenish a technician’s truck stock, or parts ordered to replenish a warehouse. A part order can be processed through many states such as reserve, back order, pick, ship, and receive.

Part order capabilities are built in GoServicePro to enable complex workflows. Service coordination personnel can order parts in advance of technician arrival to insure technician and parts arrive at the same time. Technicians can order parts for specific work orders, for sale to customers, or to replenish technician truck stock. Part orders can be tracked from order placement to installation at a customer site to return of bad parts for depot repair.

Steps:

  1. To navigate to Part Order Details – listing screen, on the left pane menu, expand Logistics and then click Part Order Details. The Part Order Details listing screen lists all the cases from the complete Business Unit.

  2. To add closed part order details as well to the listing grid, click Include Closed Part Order Details.

  3. To open a specific part order, simply click the Header Number hyperlink of the desired record. The respective part order form opens.

  4. To open a specific line item, simply click the Line Item Number hyperlink of the desired record. The respective part order form opens, with the Line Items tab displaying the selected line item details

  5. To enable multi-select feature in the listing grid, on the toolbar, click Muti-Select button.

  6. If you enable multi-select feature and select more than one record from the listing grid then, you can Change Tag, Change Owner and Change Queue for the selected records.

  7. To export the listing grid display results, click Export to Excel button and then save the Excel file to desired location.

  8. To filter the search results, in the search bar, type the keyword and then click Search button.

  9. To clear the filter results/search results, beside Search field, click Clear button.

  10. To create a new filter:

    1. In the Search bar, type the keyword to display search results in the listing grid.

    2. Click Filter button and then in the dropdown menu, click Filter New Filter button.

    3. In the text field, enter the filter name and then click Save Filter.

  11. To delete existing filter:

    1. Click Filter

    2. Click Delete Filter button.