Ordering and Receiving Parts

For additional information, see Using the Parts and Labor Catalog

 

Ordering Parts 

Standard Catalogs

  1. On the Work screen, click Order/Receive.
  2. Select the items you would like to order, or click Select All.
  3. Click Inquiry.

    • This will check the stock of the selected parts from the Work document.

  4. Click Order.
  5. In Special Instructions, add a message to the store that will be receiving your request (optional) >> click Order.
  6. This pop-up box will appear to confirm the store has received your order. Click OK >> Work to get back to your Work document.
  7. On the Work screen, an orange check mark will appear next to the parts that have been ordered.

 

Nexpart Multi-Seller

  1. On the Work screen, click Order/Receive.
    orderreceivebutton
  2. Select the WHI Multi-Seller items you would like to order.

    • Note: Parts from standard catalogs must be ordered separately from Nexpart Multi-Seller items.

  3. Click Inquiry.

    partsorderbutton

    • The parts will display in your Nexpart Multi-Seller cart.
  4. Enter a Purchase Order # (if required)
    nexpartmulticartponumber
  5. Click Place Order.
    nexpartplaceorder
  6. Click Xfer to POS and Close.
    nexpartxfertopos
  7. The part status will now display as the Purchase Order number. Click the Work tab to go back to your work document.
    poandworktab
  8. On the Work screen, an orange check mark will appear next to the parts that have been ordered.
    partsorderedorangeindicator

Receiving Parts

  1. When parts are received, click Order/Receive.
  2. Select the items you received, or click Select All.
  3. Enter in an Advice Note / Ref (optional) and a Purchase Invoice Number (required in order to use the Purchase Accounts report).
  4. Click Receive.
  5. If the supplier was paid, select the Paid check box >> select a payment method.
  6. Click Invoice.
    • Note: These transactions will appear in Purchase Accounts.

invoicebutton

  • On the order screen, the selected parts are listed as Received.
  • On the Work screen, green check marks appear next to the parts that have been received.