Crediting Parts from a Workshop Job

Modified on Thu, 1 May at 11:51 AM

This guide explains how to credit parts previously booked to a workshop job within the Navigator system. Crediting parts may be necessary when a technician returns unused items or corrections need to be made to previously booked parts. This process helps maintain accurate stock levels and job costings.

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 the relevant workshop job.
The system will display the job card details for review.

2. Crediting the Parts:

Select the Parts on Job tab.
Double-click the part you wish to credit.
Select Credit Line to prepare the item for return.

3. Completing the Credit:

Click the Workshop (F9) button.
Click Confirm to process the credit.

Post-Credit Actions:

The credited parts will automatically return to stock.

Important Tips:

Always double-check part numbers and quantities before processing credits.
Ensure parts being returned are in acceptable condition for restocking.
Review job records after crediting to confirm accurate costing and stock adjustments.