Work Order Parts OptionsWork Order Parts Options
  1. Open the Work Order
  2. Click the Tasks/Parts button in the top right corner of the screen
  3. Make sure the Parts List tab is active
  4. Click on the delivered part you want to remove – this moves the part details into the center section of the screen
  5. Click the Options button
  6. Find the Return link and click on it
  7. Choose the Location you want to Return To
  8. Enter the Quantity to be returned. Note: You cannot return more quantity than has been delivered.
  9. Click Save Return
  10. Enter the Required Return Memo and click Continue
  11. Now you will note that the Delivered number will be reduced by the quantity you entered. And the Allocated field will increase by the same number.
  12. Additionally, you’ll see that the This Item tab shows the part in the location you chose in step 7 above.
  13. Now you have three options:
    1. Transfer – enter a new location to transfer the part into. The part will still be allocated to the job.
    2. Deliver – redeliver the part to the customer on the work order.
    3. Remove – this will un-allocate the part making it available to stage for another job.
      1. Enter Transfer To, Transfer Qty, and press Save Removal
Last modified: 25 Oct 2023

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