Skip to main content
All CollectionsManage Jobs
Add Parts to a Task
Add Parts to a Task

Add parts to a task, and be notified if the part will arrive too late

Mike Duggan avatar
Written by Mike Duggan
Updated over 2 years ago
  1. Select the Job

  2. Select the Task

  3. Select Parts on the right hand tab

  4. Click Add Parts and choose whether to Add Parts from a Supplier, Add Parts from Inventory or Add Parts Manually

Add Parts from Supplier

  1. Click Add Parts from Supplier

  2. Choose the supplier

  3. Follow the flow in the webshop

  4. Add parts, work duration and timescales to the basket

  5. Order and see these items in the Parts tab

  6. Click on the six dots on the left of the Parts description and drag to the Task

Add Parts from Inventory

  1. Search for the part

  2. Confirm the quantity

  3. In the Parts tab, click on the six dots on the left of the Parts description and drag to the Task

Add Parts Manually

  1. Type the Part name

  2. Add the quantity and units

  3. Add the Cost to the Garage

  4. Add the Price to the Customer

  5. Add the supplier. This helps you reconcile invoices from your parts supplier with inventory and Customer invoices

  6. Add parts status (Ordered, To Be Ordered, Available, Customer Provided)

  7. If the part has been Ordered, specify the parts arrival date and time. WERK8 keeps track of any conflicts, for example if a Job is (re)scheduled before the Part is available.

Did this answer your question?