1. Home
  2. Service
  3. Adding Labour & Parts
  4. Creating a Parts Order from a Booking/Service Record
  1. Home
  2. Parts
  3. Creating a Parts Order from a Booking/Service Record

Creating a Parts Order from a Booking/Service Record

Open the Booking or Service Record, click on Job Items > Parts and double click on any of the Stock Parts to open the Parts Issue screen.

Parts Service Record

Creating an Order

Parts not currently in stock will show in Red (as above). To create an order for items on the issue screen, select the Part Lines and click on Add to Order.

Choose if you want to add the parts to a New Order or to an Existing Order.

After the Parts Order has been created the issue screen will show the part as still out of stock (text in red) but highlighted in Turquoise with the Order Number displayed.

Parts Order Created

Viewing the Order

The parts order can be viewed by double clicking on the part line and clicking Open next to the order number.

The parts status for this job will now show as Turquoise.

When the parts order is received into stock the parts status for the job will update to Green as all parts will then be in stock.

Updated on November 14, 2019

Was this article helpful?

Related Articles