Generate and Manage Parts Lists for Work Orders

Description   

  

To streamline the process of managing work orders, users can now create and maintain a parts list directly within the Add/Edit Work Order page. This feature ensures that all necessary parts are accounted for, both during the work order creation and when the work order is printed or emailed to a vendor.

  

Step By Step Guide   

  

  1. Navigate to the Work Orders section and either create a new work order or edit an existing one.

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  1. Locate the Parts List Field on the Add/Edit Work Order page. 
    1. Then select the parts required for the work order. 

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  1. If you do not see the parts list you want, you can add new parts by clicking, “Add/Edit parts and tools”. Each part added will automatically be saved to a running list, making it available for future work orders.

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  1. If you need to modify the parts list, simply edit the items within the Parts List Field. Changes will be saved and reflected in future work orders as well.

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  1. When the work order is printed or emailed to a vendor, the parts list will be automatically included in the document, ensuring that all necessary parts are communicated to those fulfilling the order.

 

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