Managing Parts Orders
Parts Management
Reading Time:
4 min read
Overview
Track parts orders from request through delivery. The Orders view shows order status, expected delivery dates, and helps you follow up on pending items.
Accessing Parts Orders
Step 1: Navigate to MAINTENANCE → Parts Management.
Step 2: Click the "Requests & Orders" tab.
Order Statuses
Requested
Order has been submitted but not yet confirmed.
Ordered
Order confirmed with vendor, awaiting shipment.
Shipped
Parts are in transit.
Received
Parts have arrived and been checked in.
Cancelled
Order was cancelled.
Viewing Order Details
Click on an order to see:
- Parts included in the order
- Quantities and costs
- Vendor information
- Tracking number (if available)
- Associated work order
Updating Order Status
Step 1: Open the order.
Step 2: Change status as parts move through the process.
Step 3: Add notes about delivery or issues.
Receiving Parts
When parts arrive:
- Open the order
- Verify quantities received
- Mark as Received
- Parts automatically add to inventory
Tips
- Update statuses promptly for accurate tracking
- Add tracking numbers when available
- Follow up on overdue orders
