Parts & Part Orders
The Difference between Inventory and Parts:
Inventory is one of the most powerful modules in the application. It tracks all sorts of physical/electronic devices, labor, deposits, prepay hours, quantities, when to refill stock, etc. This is the normal equipment you work with everyday, and expect to have in your store or warehouse. When you have low stock on specific inventory, you want to be kept informed so you can re-order. This is why we send out a daily email of all low stock in inventory, so we keep you notified on a daily basis. You use Purchase Orders to resupply low levels of Inventory. Purchase Orders are directly connected with your Inventory and Vendors, making that entire process easy. The Parts module is a completely separate entity.
Parts were intended for a different purpose. This module was created for special orders that you don't normally do, or don't usually keep in stock. Example: Special phone screen for a phone that you don't normally work on, or a special motherboard for a laptop.
There is a Parts tab that can be activated by heading Admin > Tabs Customization > Parts. That way you could use the top navigation bar to quickly get to Parts.
NOTE: The Parts option on the Tabs Customization may be located in a different order for you. This list can be reordered by the account to change the tabs bar order along the top of the screen.
If you head to the Parts Tab, click the New button to start a Part Order.
A new screen will load where you can enter the Order details.
When you create a Part Order you have two options for billing the customer.
1. You can associate the Part Order to a Ticket and the Part Order charge will be automatically added to the Add/View Charges on the attached ticket when you Save the Part Order.
Note: If you create a Part Order from a Ticket, this field will already be selected.
Here's what the Add/View Charges looks like with a Part Order
2. You can generate a Invoice directly from the Part Order if there is no associated Ticket. After creating the Part Order, click in to Edit the Part Order and there will be a New Invoice button. Click the button, and search for your customer and the invoice will be generated.
Note: If there is a Invoice already generated, then a "View Invoice" button will be present.
Here is what the Part Order looks like on the invoice.