Part Orders

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.

See Also

Create Part Order

Part Order Form

Part Order Workflow

Part Order Transactions

Check Availability

View Part Alternates

Steps:

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

  2. To add closed Part Orders as well to the listing grid, click Include Closed Part Orders.

  3. To launch a new Part Order form, click Add New

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

  5. To change tag for specific part order in the grid, click the respective context menu and then click Change Tag and then select desired tag.

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

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

  8. 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.

  9. To delete existing filter:

    1. Click Filter

    2. Click Delete Filter button.