Inventory Orders

There are multiple ways to create stock inventory orders. Click one of the methods below to see step-by-step instructions: 

• From Orders Menu
• From Inventory
• From within Inventory Part's Profile

NOTE: Using the "Enter Phone Order" button from the Orders screen should not be used to order parts for a specific Repair Order job, but only for stock / inventory items. 

A) From Orders Menu

1.  Click the Orders section on the left menu bar

2. From the Orders menu, click the blue "Enter Phone Order" button on the top right of the table.  

3. Enter the order details in the form.

• Required field(s): Vendor & Part(s)
• Optional fields: PO#, payment method, payment details, tracking, etc are all optional.
• You can choose to add a new part which will add the item to your inventory list; create the order for an existing inventory item, or a combination of both.

4. Click blue "Save Order Details" button

• You will now see the item details screen where you can adjust the details such as retail price, min/max quantities. 

By creating an order, your inventory list will be updated with a label indicating the quantity that has been ordered (but not yet received) in the Ordered column. 

B) From Inventory Parts Hub

1. Click the 'Inventory' section on the left menu bar

2. Select the item(s) you want to order from

3. Click the "Parts Hub" button at the top of the inventory list 

• red indicator - number of parts selected on the table
• blue indicator - number of quoted parts
• green indicator - number of stock orders not yet marked received

3. Select "Shop PartsTech" 

4. This will open PartsTech in a new browser. From here, you can shop the parts as normal and add them to the cart. Then you can either submit the quote or buy now. 

5. After you have added your part and submitted the quote or order, you will be navigated back to Tekmetric. From here select on the blue "Continue" button. 

6. Then you will be navigated to the order details screen where you can see the parts that you ordered, as well as how many are selected or quoted. 

• The Selected Parts tab display the parts that have been selected in the inventory table
• The Quoted tab displays quoted stock orders from PartsTech
  
• The Orders tab displays all stock orders that have not yet been marked as completely received

Phone Orders

1. When using the Phone Order method, the parts selected from the table will be automatically pre-filled on the phone order form. In addition, you can add other parts if necessary. Please enter the order details in the form as such: 

• Required field(s): Vendor
• Optional fields: PO#, payment method, payment details, tracking, etc are all optional.
• You can choose to add a new part which will add the item to your inventory list; create the order for an existing inventory item, or a combination of both.

2. Click blue "Save Order Details" button

• You will now see the items on the Order Details screen where you can navigate to the orders to view all of your parts. 

C) From within Inventory Part's Profile

1. Click the 'Inventory' section on the left menu bar

2. Click into the item you want to order from

3. Click the blue "Enter Phone Order" button in the bottom table of the inventory item page. 

4. Enter the order details in the form.

• Required field(s): Vendor & Part(s)
• Optional fields: PO#, payment method, payment details, tracking, etc are all optional.
• You can choose to add a new part which will add the item to your inventory list; create the order for an existing inventory item, or a combination of both.

5. Click blue "Save Order Details" button

• You will now see the item details screen where you can adjust the details such as retail price, min/max quantities. 

By creating an order, your inventory list will be updated with a label indicating the quantity that has been ordered (but not yet received) in the Ordered column.