How to Add Parts and Supplies to a Work Order

To accurately track inventory consumption and maintenance costs, technicians must log the exact parts used to complete a job.

Step 1: Open the Work Order Details

Locate the specific Work Order. Click the blue alphanumeric Code to open the task’s detailed profile.

Step 2: Navigate to Parts and Supplies

Inside the Work Order profile, use the internal left-hand menu to select Parts and Supplies. Click the + (Add) icon on the far right.

Step 3: Select Parts (Two Methods)

Method A: Use a Part Set (For Standard Kits) A “Part Set” is a pre-configured bundle of items frequently used together for a specific routine task.

Click the Select Part Set dropdown.
Choose your kit. The system will automatically populate the required items and default quantities.
You must then select the specific Location (warehouse, shelf, or bin) from which you are pulling each item.

Method B: Add Individual Items

Click the New Item button.
A new blank row will appear. Configure the three required fields:
- Part: Search for and select the specific item.
- Location: Select the physical storage location you are pulling from.
- Quantity: Enter the exact number of units consumed.

tip: Sourcing One Part from Multiple Locations You can add the same Part to the list multiple times, provided you log the different storage locations. Example: You need 4 “Heavy Duty V-Belts.” Main Cage has 3, Overflow Storage has 1:

Row 1: Part: Heavy Duty V-Belt | Location: Main Cage - Bin 4 | Quantity: 3

Row 2: Part: Heavy Duty V-Belt | Location: Overflow Storage | Quantity: 1

Step 4: Save the Allocation

Review your item list carefully. Click the Submit button. The system will immediately deduct these quantities from your active inventory.