How do I add parts to a workshop job?
From Catalyst
Contents
Summary
This article explains how to add to and order parts for a workshop job.
 | To be able to order parts for a job you must have the Order Processing modules. Please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page for more information. |
More Information
Go to " Workshop Workshop Diary".
- Search for the job using <Ctrl+F1>. Click [Edit] on the job. Alternatively click [Add] and follow this article to create a new job.
- Press <F6> or select the [Invoice] tab.
- Press <F6> or click [Add].
- Enter or search for the stock code to add to the job.
- To add a non-stock item or descriptive item to the job you can move across to "Description" without entering a stock code.
- Enter a suitable description for the item. This should be the exception and not the rule, but there can be circumstances where it is necessary. To create a stock code for a non-moving item please see this article.
- Press <Enter> to move down to the "Quantity" field and enter the quantity required for the job.
 | On the top right hand side of the screen you will see the quantity at your depot and the available quantity. |
- Check the "Retail" price is correct and enter any discount, if applicable.
- Click [Done].
- Repeat to add any remaining items to the job.
- Once all items are added press <Esc> or click [Exit].
Availability Check
- Any parts that are available to book out immediately will be highlighted green and their quantity listed in the "Book out" column.
- Any parts which are not available and therefore need ordering will be highlighted red and their quantity listed in the "Backorder" column. See How do I order parts for a workshop job?.
Booked out and Backordered
- Items in green are now booked out of stock and are classed as work in progress.
- Items in red are on order for the job. Once the purchase order has been processed the items can be booked to the job. See this article.
To print a picking list for the job please see How do I produce a workshop job picking list?.
Review
- Review the parts list. If any parts need adjusting, select the relevant line by clicking on it once or using the arrow keys.
- Press <F5> or [Edit] to edit that part.
- Press <F10> or [Remove] to delete the part from the workshop job. If the part was booked out this puts it back into stock.
| To add labour to a job please see this article. |
| To apply a fixed price to a job please see this article. |
See also
- Creating workshop jobs
- How do I order parts for a workshop job?
- How do I find a stock code?
- How do I add labour to a workshop job?
- How do I give discount in the workshop?
- How do I use the price seeker option on a jobcard?
- How do I invoice a workshop job?
- How do I produce a workshop job picking list?
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Tags
OP85, WS92, WS93
