Once you collect the Authorization Signature, you will see the Debrief section and the Parts Used button.
The Parts Used allows you to attach items that are used. If you selected a truck on the login screen, this will create a requisition for the office when you complete the assignment. If no truck was selected, no requisition will be made. You can log out and log back in if you need to change your truck.
Items may be on the tasks already. You may change the quantity of the items or remove the completely if you wish.
If you are using Cost-Plus invoicing, only visits will be able to have parts used added to them. Regular tasks and parts will not be seen here because they are already setup when the item is created. They will be added to the requisition once the job is completed.
The requisition will only be created when the job is completed by the primary technician or remote tech that can edit the invoice. There will no requisition made for holding the job for later.
NOTE: Non-primary technicians would not see or edit the parts used.
Steps:
1. Tap on the Parts Used button on the Assignment screen.
2. Find the Task item or Agreement Visit.
- If tasks are set up with standard parts on them to begin with, the parts will already be added.
3. Tap on the “Add Parts” button.
- If you want to edit an existing item, simply tap the pencil icon.
4. Search through the PriceBook manually by tapping on items or by using the search bar to find the items.
5. Tap on the “Add” button on the item you want to show was used.
- If the item is a serialized equipment, enter the serial number of the item. If multiple of a serialized item is used, you must enter it multiple times.
- If the item is a part, enter the quantity used.
6. Tap to add the item.
7. Once all items have been added, you can tap “Done” to go back to the list of tasks.
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