Create a Part Request in HQ

Technicians can create a part request via the Service app, but there are times when someone in the back office needs to create a part request as well. A part request can be created within Tinnacity's HQ in Service>Parts Request or in the Work Order Details.

Part Request Screen

1. In HQ, go to Service>Parts Request, then click the create (+) icon.

   

2. In the Details section, there are a few requirements needed: Type, Priority, Comment, Part No & Quantity. For Type choose between General or Restock. You can set a priority level ranging from low-critical. If the request is for a specific work order, within the Work Order dropdown, select the respective work order and add a comment (i.e. who requested the part, customer information, etc.) In the Parts section, enter the part number, description and quantity. Click [Add Part] to add additional parts to the same request.  Click [Save] once all part(s) have been added.

Work Order Details screen

From within the Work Order Details screen, scroll to the bottom, click Activity and then click [Add] and select Part Request. This will then take you to the Create Parts Request screen to enter required information and submit the request.

NOTE: the work order # will auto populate in the parts request create screen when requesting through a specific work order.