How to add parts on to a repair order

Quite often parts from your part department will be used in the process of carrying out service jobs. Parts can be added on to a repair order in either the Parts or the Service module. This guide will cover how to do it from the Part module.

The repair order must be created prior to adding the parts

1. Under the Sell Parts tab, click New Sale/Client Order.
2. Select the Repair Order charge code.
3. Enter the RO Number. If you do not know the number, click the 3 dots to bring up a list to choose from.
4. Add the Part.
5. Enter the Sale Qty and the Qty Supplied.
6. If the RO has multiple jobs, select which job the part is being used on.
7. Click either Invoice to RO, Save as Quote, or Save as Client Order.

Which option you choose at the end of the process determines your part quantity levels, as well as what has posted to the accounting ledger. We do not recommend one over the other, however your business should decide which option works best for you.

Invoice to RO - Choosing this option will process the invoice, post the amount into the accounting ledger, and remove the parts stock out of your QOH. It is important to note that if the invoice is processed but then the part is not used, re-opening this invoice at a later date may not be possible.

Save as Quote/Save as Order - Should the part not be used on the RO, this is an easy way to remove from the service invoice. It will not reduce the part QOH until it is processed, but instead will show as allocated (QAL). Doing this has no accounting implications.

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