Part Locations/Parts
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What is the purpose of part locations and parts?
How do I create a part location in HQ?
Where do technicians see parts in the Service app?
Purpose of Part Locations/Parts
In Tinnacity's Service app, a technician can only add a part to a work order if the part is available in the assigned Part Location. If integrated with Tinnacity, Part Locations and Parts are managed through the nightly parts sync. For those using Tinnacity as a standalone solution, Part Locations and Parts are managed directly within Tinnacity's HQ.
The Part Locations must be created before the parts, as the Part Location is assigned to the individual parts. NOTE: If your business system is integrated with Tinnacity, the part location will be created automatically with the daily parts job. IMPORTANT: If integrated, the 'Load Parts from Agent' must be set to YES to be able to sync parts from your business system.
Part Locations
NOTE: The parts manifest is imported into the Service app on a daily basis through the Parts Agent. The Part Locations must be set up with the Client Reference field matching the designated field in the integrated business system and the “Load Parts from Agent” box checked. The parts are then imported using the Part No field as the identifier.
Create a Part Location
In HQ, go to Admin/Part Locations. Click the '+' sign.
Enter the Part Location Name and Company Reference. NOTE: If integrated with Tinnacity, the company reference must match what is used in your business system. To sync parts from your business system and Tinnacity's HQ check the box next to 'Load Parts from Agent'.
Parts
For integrated customers, the part location must exist in HQ before parts can be synced. The Company Reference must match what is used in your business system. By default parts are synced between your business system and Tinnacity's HQ once a day. If your business system supports bin locations, bin locations and quantities are imported into HQ.
For customers that are not integrated, to add a part, click the '+' sign, enter the part number, description, and select the part location. NOTE: Bin location and Quantity on hand are optional.
Parts in the Service app
Parts are viewable to the technician via the Service app's home screen and via adding parts to a work order.
Home Screen
From the Home screen>Parts>View List - technicians can request for a restock of part(s) and/or view availability of a part from another location. Press [Restock] to submit a part restock request. Press the 'eye' icon to view availability of the part from other locations.
Parts Card
The parts card allows the technician to add parts used (pulled from their van or purchased parts) or to request a part. To add a part(s), click the + sign. NOTE: Click here to learn more about adding parts. Click here to learn about requesting a part.
