Ordering Parts 

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, a yellow check mark will appear next to the parts that have been ordered.

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.

• 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.