Ordering and Receiving Parts
For additional information, see Using the Parts and Labor Catalog.
Ordering Parts
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On the Work screen, click Order/Receive.
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Select the items you would like to order, or click Select All.
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Click Inquiry.
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This will check the stock of the selected parts from the Work document.
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Click Order.
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In Special Instructions, add a message to the store that will be receiving your request (optional) >> click Order.
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This pop-up box will appear to confirm the store has received your order. Click OK >> Work to get back to your Work document.
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On the Work screen, a yellow check mark will appear next to the parts that have been ordered.
Receiving Parts
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When parts are received, click Order/Receive.
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Select the items you received, or click Select All.
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Enter in an Advice Note / Ref (optional) and a Purchase Invoice Number (required in order to use the Purchase Accounts report).
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Click Receive.
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If the supplier was paid, select the Paid check box >> select a payment method.
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Click Invoice.
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Note: These transactions will appear in Purchase Accounts.
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On the order screen, the selected parts are listed as Received.
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On the Work screen, green check marks appear next to the parts that have been received.