Parts and purchase orders

What this page is for

Parts tracks what a job needs, what you have ordered and what has arrived. A job that needs parts waits in Parts to order until they all arrive. You find it on Jobs, then the Parts to order tab. Suppliers and purchase orders are under Products & services.

Do the common things

Add a part to a job

1. Open the job and click + Add part.
2. Choose the supplier, part number, quantity and price.
3. Choose where to deliver it: to the engineer, the client's address, or the nearest shop.

Order parts

1. Open Parts to order. Tick Ordered when you place the order.
2. Or click Make purchase order to send the supplier a PDF order.

Receive parts

1. When the parts arrive, tick Arrived.
2. When every part has arrived, the job moves to Unscheduled by itself.

Set up a supplier

1. Open Settings, then Suppliers (admins only).
2. Add the name, email and phone.

Keep an eye on stock

1. Open Stock to see van and store stock.
2. Click Add low stock to draft purchase orders to reorder what is running low.

What the statuses mean

• Purchase orders: Draft, Sent, Part received, Received, Cancelled.
• A job waits in Parts to order until every part has arrived, not just been ordered.

If something looks wrong

• A job is stuck in Parts to order: open it and look for a part that is not ticked Arrived.
• A purchase order did not send: check the supplier's email address.