Adding Parts to Work Orders

Adding parts to a work order helps your team track what was used on a repair, keep cost records accurate, and stay on top of inventory. It also makes the work order more complete by tying the part, the cost, and the repair together in one place.

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Accessing the Parts Section

Start by opening the work order you want to update. The parts list lives inside the work order detail view, alongside the rest of the job details.

Open the work order, go to the Parts tab, and review any parts already listed. From there, you can add a new part, pull one from inventory, or request one if it is not in stock.

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Adding Parts to a Work Order

Use Add Part when you want to enter a part directly on the work order. This is useful when the part was used during the repair and you want it recorded right away.

When adding a part, enter the main details for the item:

• Part Name / Number - the part identifier
• Description - details about the part
• Quantity - how many were used
• Unit Cost - cost for each part
• Vendor - where the part came from

After that, click Save to add it to the work order. If the job itself is still being built out, this fits naturally with Creating and Managing Work Orders.

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Using Parts from Inventory

If your team uses Parts Management, you can add stock parts directly from inventory instead of entering them by hand. This helps keep inventory counts accurate and makes cost tracking easier.

Click Add from Inventory, search for the part by name or number, select it from the list, and enter the quantity used. CLUE then updates the inventory count automatically. If you need to check what is in stock before adding the part, use Viewing Parts Inventory.

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Parts Cost Tracking

When parts are added to a work order, CLUE calculates the cost automatically. This gives your team a clearer view of what the repair actually cost.

CLUE calculates:

• Line Item Total - quantity multiplied by unit cost
• Total Parts Cost - the sum of all parts on the work order
• Work Order Total Cost - parts plus labor

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Requesting Parts

If a part is not in stock, you can request it from the work order instead of leaving the repair disconnected from the parts process. This helps keep the request tied to the job that needs it.

Click Request Part, enter the part details and quantity needed, then submit the request. You can track the request status from the work order after it has been sent. If the team needs the full request workflow, use Creating Parts Requests.

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Tips

A few simple habits can make parts tracking more useful over time. The goal is to keep the work order complete and make future reporting easier.

• Always record parts used, even small items like filters and seals
• Attach vendor invoices when needed to support cost records
• Use consistent part naming for cleaner reporting
• Review parts history to help plan future stock needs