Booking Parts to a Workshop Job

This guide explains the process of booking parts to a workshop job using the Navigator system. Booking parts accurately ensures efficient workflow within the workshop, facilitates part tracking, and ensures jobs are costed correctly. This can include pre-picking parts for future tasks or providing parts directly to a technician.

Step-by-Step Process

1. Accessing the Workshop Job:

• Open the Navigator Parts Point-of-Sale module.

• Select the Job Shift (F4) button.

• Search and select your specific workshop job using the provided fields.

• Navigator will automatically display the job card details for review.

2. Booking Parts to the Job:

• Click the Invoice tab to proceed.

• Add the required parts using the bottom section of the screen.

  • Pricing usually requires no manual input, as the system auto-prices parts when the workshop job is costed.

3. Completing the Booking:

• Click the Workshop (F9) button.

• Fill in necessary details at the bottom of this screen:

  • Pre-Pick Box Number: Enter a location reference if pre-picking parts.

  • Pre-Pick Complete: Tick this box if pre-picking is fully completed.

  • Picking Note Required: A picking note prints automatically if the job status is set as a booking; this can be manually overridden by ticking or unticking this option.

• Click Confirm to finalise booking the parts to the job.

Important Tips:

• Regularly review and confirm job details before booking parts.

• Clearly label pre-picked parts to streamline workshop operations.

• Always verify if picking notes are needed, ensuring they are printed accurately.