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 (defaults to Normal), Comment, Part No & Quantity.
   1. Type: General, In-Field Purchase, Add to Inventory, or Restock.
   2. Priority: Low, Normal, High, and Critical. NOTE: Defaults to Normal.
   3. Location: Select the 'Ship To' location.
   4. Work Order: If the request is for a specific work order, within the Work Order dropdown, select the respective work order.
   5. Bill To Customer: Select the Bill-To Customer.
   6. Comment: Add a comment (i.e. who requested the part, shipping option, etc.)
   7. Assigned To: Assign part requests to a specific HQ team member directly at the point of creation, streamlining the hand-off process.
   8. Part #1: Enter the part number, description and quantity. NOTE: Click [Add Part] to add additional parts to the same request. 
   9. Save: Click [Save] once all part(s) have been added.

Create a Part Request from Work Order Details

To create a part request directly from a work order:

1. Navigate to the Activity tab within the work order details.
2. Click [Add] and select Part Request from the dropdown menu.

Note: When initiating a request this way, the Work Order Number will automatically populate in the creation screen.

View Part Request Details from Work Order Details

You can access part request information without leaving the Work Order Details screen:

1. Scroll to the bottom of the Work Order Details page.
2. Select the Activity tab.
3. Click the View Details icon (located next to the specific part request).

Click here to learn how a technician can submit a Part Request via the Service app.