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
- Navigate to the Work Orders section and either create a new work order or edit an existing one.
- Locate the Parts List Field on the Add/Edit Work Order page.
- Then select the parts required for the work order.
- 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.
- 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.
- 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.