Overview
Shops are now able to source parts from other locations directly within the Build Estimate screen. This update aims to streamline just-in-time part transfers for repair orders, reducing wait times and improving efficiency.
This feature does not automate the actual transfer of parts. Shops must still call the other location to arrange the transfer and manually update inventory after the parts have been moved. However, we are actively exploring ways to support a full transfer workflow in the future.
How to Add Parts from Other Shops to an Estimate
- Navigate to the Build Estimate screen.
- Click "Add Parts" within a job.
Access Other Shops’ Inventory:
- In the Add Parts: (Job Name) modal, switch to the Other Shops’ Inventory tab.
- Use the search bar or filters to find the needed part.
Understanding the Inventory Table:
- The table includes:
- Part Description
- Shop Name
- Phone Number
- Cost
- BIN #
- Available Quantity (Total In-stock minus WIP, with a tooltip for clarification)
- Quantity Field (cannot exceed available stock)
Selecting and Adding Parts:
- Enter the required quantity (if stock is available).
- If the quantity exceeds availability, an error message will appear
Selection of Parts in My Inventory & Other Shops' Inventory:
- You can select parts from both My Inventory and Other Shops’ Inventory before adding to the estimate
- A real-time tab summary will update with the number of parts
Finalizing the Estimate:
- Parts from Other Shops will be labeled as "NEEDED."
- The following details will transfer from the source shop:
- Brand
- Part Name
- Part Number
- Additional Details
- Cost
- Any applicable pricing rules (part matrices) will be applied.
⚠️ Important:
After adding the part to the estimate, you must coordinate the inventory transfer with the other location and ensure that inventory in both locations is adjusted once the part is moved.