This article covers how to:
Approving Line Items
Request parts that are out of stock
Understand what happens when parts are approved, reserved, and received
Approving your line item
Approving a line item reserves in-stock parts for that job.
Partial reserves occur when you have some but not all of the quantity in stock.
Requesting Out-of-Stock Parts
To order out-of-stock parts:
Click "Out of Stock" from the status column of the expanded line item view.
The system will:
Suggest quantities based on what's needed.
Add those parts to a Purchase Order (PO) automatically.
If multiple open POs exist, you'll be asked to select which one to use.
Requested parts will be labeled as "Requested" within the order until they are received.
Viewing and Managing Purchase Orders
To view a purchase order linked to a requested part:
In the order, click “Requested” in the expanded line item view. This will open the purchase order associated with that part.
You can also find the purchase order by navigating to Parts > Purchase Orders. In the list, look under the Reason column to identify the purchase order tied to the original order—it will display the corresponding order ID.
Receiving Parts
Once parts arrive:
Go into the PO and mark items as received.
Reserved quantities will update accordingly.
Team members will receive a notification once all parts for the job are available, signaling it's time to schedule and create the job.
Completing the Job
After job completion:
Mark the order as Complete.
Reserved parts used on the job are now deducted from stock and reflected as Out of Stock if depleted.
You can view this on the part detail screen, which will show reserved quantities, usage, and updated availability.