Part Order Form

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.

Steps:

Part Order Form – Left Panel:

  1. To create a new part order, click New

  2. To know contact/ site/ case associated to part order, view Information section.

  3. To navigate to case associated to part order, click on the Case/WO ID hyperlink.

  4. To know the shipping and billing address details, view Addresses section.

  5. To view any alerts associated to part order, view Alerts section.

  6. To view vendor details like Vendor Address, Order Information or Vendor Contacts, view Vendor section.

Part Order Form – Right Panel:

  1. In Line Items tab:

    1. To view list of parts associated to current part order, click Line Items.

    2. To create new line item, in the Line Item Details section, enter required details and then on the toolbar, click Save . The line item will be added to the listing grid.

    3. To edit line item details, from the part line items listing grid, select the desired part and then in the Line Item Details section, make desired changes and then on the toolbar, click Save .

    4. To perform workflow transactions on the selected line item, click WorkFlow dropdown list.

    5. To perform part transactions on the selected line item, click Transactions dropdown list to perform workflow transactions.

    6. To view the list of inventory locations where the selected line item is available, click Check Availability dropdown list to perform workflow transactions.

    7. To view the list of alternate parts associated to the selected line item, click Alternates.

  2. In Activity tab:

    1. To view list of activities/transactions performed on the part order so far, click Activity tab.