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Understanding Parts Statuses in Boatyard

Learn more about how parts transition between statuses in your orders

Updated over 2 months ago

In Boatyard, part statuses help you track the inventory journey of each part across the lifecycle of an order. This article breaks down each status, what it means, and how it changes based on actions you take within the platform.

Part Statuses Overview

Parts in Boatyard can have the following statuses:

  • ๐Ÿ“ฆ In Stock

  • โŒ Out of Stock

  • โ“ Requested

  • ๐Ÿ“ Ordered

  • ๐Ÿ’พ Reserved

  • โœ… Completed

๐Ÿ“ฆ In Stock

  • Meaning: The part is available in your inventory and can be added to any order.

  • When it happens: Automatically assigned when a part is added to an order and there is enough quantity in stock.

โŒ Out of Stock

  • Meaning: The part is not currently available in your inventory.

  • When it happens: When a part is added to an order but there is no available stock.

โ“ Requested

  • Meaning: The part has been added to a purchase order, but the PO has not yet been submitted.

  • When it happens: When a part on an order has been added to a PO, but the PO has not been ordered yet. Until the PO is ordered, the part remains in the "Requested" status.

  • More Information: How to request a part

๐Ÿ“Ordered

  • Meaning: The purchase order containing the part has been submitted to the vendor.

  • When it happens: As soon as the purchase order is marked as ordered. The part will stay in this status until the part is received.

๐Ÿ’พReserved

  • Meaning: The part is allocated to a specific work order and is no longer available in general inventory.

  • When it happens

    • When a line item with an in-stock part is approved (either manually or through estimate approval).

    • When a part is received through a purchase order.

  • More Information: How to approve a line item

โœ… Completed

  • Meaning: The part has been used and is no longer reserved or in stock for that job.

  • When it happens: When a line item is approved and once the work order is marked as completed. The part is fully removed from your inventory.

Key Notes

  • Line items should be approved before an order is completed; otherwise, the parts will not transition to "Completed".

  • If a line item is not approved, in-stock parts will remain in that status even after the order is marked as complete. The parts are therefore not removed from inventory when the order is completed.

By understanding and correctly managing part statuses, you can keep your inventory accurate and ensure smooth workflows for your service team.

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