Our collection of how-to videos offering help and support with the Parts module in DragonDMS.
Overview
Take a look at the key highlights of the Parts module including how to customise the data that you see, search for a Part Record and how to keep track of your stock quantity.
Creating a Part Record
This short video will show you how to create a new Part Record in Dragon highlighting the key information that needs to be entered.
Suggested Orders
Learn how to view your Suggested Orders and the steps to take to easily re-order these parts
Creating an Order
See how to create a Parts Order in Dragon including adding parts to the order form, adjusting quantities and prices and entering the supplier details.
Receiving Parts in
Once your order has been received, this video will show how to update the information including how to amend any quantities received and making any price adjustments.
Issuing to a Service Job
Take a look at how to easily add stock parts to a Service in Progress, Booking or Estimate.
Returning Part
If you need to return a part back to the supplier, this short video will show you how to complete this action and a print a Returns form.
Retail Sales
If you sell parts over the counter, take a look how to create an estimate for your customer and then convert to an invoice once the sale has been confirmed.
Creating a Credit Note
For retail sales, this short video will show you how to credit all or part of an invoice for a customer.
Using Surcharges
This video will show you how to update a Part Record to add a surchargeable cost, how to apply the surcharge to an order and how to credit the surcharge cost if applicable.
Selling Parts online
This video shows how to setup part records to sell them online. This feature is only available to dealers with a Dragon2000 hosted website with Stripe payments enabled.