Ordering Parts on Workshop Jobs for Non-Franchised Dealers Without a Parts Department

Modified on Tue, 18 Feb at 9:37 AM

Many workshops operate without a dedicated Parts Department or handle non-franchised vehicles, where parts are ordered and supplied directly to the workshop. The system allows you to seamlessly order, receive, and allocate parts to jobs within a single, streamlined process.

Steps to Order and Manage Parts

1. Create a Special Order

Open the workshop job in question.
Navigate to the Parts tab.
Click Create Special Order.
Enter the supplier and provide a detailed order description specifying the required parts.

2. Choose How to Receive the Parts

Option 1: Bring Parts into Stock Immediately

Tick the Goods In Parts Now option when creating the order.
Click Create – this will open the Goods In window.
Enter the invoice or delivery note details.
If the part is not already in the system, click Create New and enter the part number.
Specify the quantity, then click Add for each required part.
Once all parts are added, click Complete and select Book Out to Job to allocate the parts to the job.

Option 2: Receive Parts Later

When the order arrives, go to Parts > Goods In.
Select the Order, then follow the Goods In steps as outlined above.
After receipting the parts, select Book Out to Job Now to allocate them.

Video Guide

This video demonstrates the full process of ordering, receipting via Goods In, and booking parts to a job card