The Spare Parts Breakdown section allows you to manage all spare parts used for a particular repair job. This section is accessible from the In-House or Call/Visit Service Reports by clicking the ‘Spare Parts’ button near the bottom right of the report.
At the top left of the above screen there is a strip of buttons allowing you to ‘print preview’, ‘print’, or ‘export to PDF’ the displayed spare parts. You can also remove a spare part from from the data grid by clicking the ‘Remove Spare Part’ button . You then have the option of returning this part to your Spare Part Inventory as shown in the screenshot below.
Clicking ‘Yes’ will return it to stock, however clicking ‘No’ will cause the spare part to be deleted permanently.
On the far right of the top most screen, the ‘Serial No.’ of the Service Report is displayed. Below this there is a data grid showing a relevant data of each spare part used for the job. From within the Authorisation Settings, the owner can configure which user types will be able to see the ‘Supplier’ and ‘Wholesale’ columns. Below the data grid is a tab allowing you to add spare parts from your inventory to the Service Report. There are two methods you can use to add a spare part, the first being by using the magnifying icon next to the ‘Type’ field. To use this method, ensure you select a ‘Type’ first from the drop down list. After clicking the magnifying icon, the below screen will appear.
This screen displays all spare parts of the type you selected from the drop down list. The left data grid shows each differing spare part, along with the different brands and/or manufacturers. Simply click on which particular spare part you wish to use, and the data grid to the right will display their respective ‘Serial Numbers’ found in stock. Double click on the ‘Serial Number’ to insert it to the Spare Parts Breakdown. You may receive a low stock warning at this point as seen in the video clip below. The image below shows that the spare part data has been properly entered into the fields.
Simply click ‘Insert’ to finally add the spare part to the Service Report. The video below demonstrates the above mentioned method to insert a spare part.
The second method to add a spare part to the report involves having the spare part handy to be able to use a barcode reader. Make sure the ‘Part Number’ field is in focus/clicked, and scan the part number of the spare part. The cursor may automatically move to the ‘Model Number’ field depending on your barcode reader. If not, click on the ‘Model Number’ field and scan the model number of the spare part. Do the same for the ‘Serial Number’. At this point, all data of the spare part should be loaded into the remaining fields. If not, click the magnifying icon below the ‘Serial Number’. Once the data is loaded, click ‘Insert’ to insert the spare part into the Service Report. You can view a demonstration of this functionality below.
Once you are finished from this section, click the close button X at the top right corner of the screen. You will be asked if you would like to enter the total spare parts price and spare part description on the Service Report. Doing so will enter the data to the respective fields on the Service Report.