Mark an Order as Received

There are multiple ways to mark a parts order as received. Click the method below to see step-by-step instructions:

• From the Order Section
• Mark Whole Order Received
• Mark Order Partially Received
• From Parts Hub in Estimate of the Repair Order
• From Summary of the Repair Order
• Mark Whole Order Received
• Mark Order Partially Received

From the Order Section

Click into the Orders menu from the left hand navigation bar. Here you can mark the entire Order Received or Partially Received. 

Mark Whole Order Received:

Click the three action dots icon next to the order line you'd like to mark as received and select Mark Order Received. This will bring up a window. In the window you will confirm the parts were received by doing the following:

1. Entering the invoice # from the delivery receipt. Note: If you have multiple invoice numbers, you can add them all, just type each number, then enter a comma to enter the next one. Example: "1234, 5678, 91011".
2. Checking the checkbox of the order. Note: You will also have the option to select the checkbox for "Notify Technicians" from this pop-up. By selecting the notify Technician option, it will send the tech(s) assigned to this job a text message that says "these parts have arrived" using the phone number set up in their employee profile.
3. Last, you will click the Received button. Note: The label next to this order will change from Ordered to Received.                                               

Mark Order Partially Received:

1. Click into the Order line.
2. Click the edit pencil icon on the Ordered Parts table to enter the quantity received for each part. 
3. Click the blue Save button. Note: The label next to this order will change from Ordered to Partially Received.                                       

From the Estimate Tab in the RO 

Pro Tip: This is the only way to mark multiple orders as received at one time, however you cannot do partial receipts using this method.  

1. Go to the Repair Order you want to look at orders for.
2. Go to the Estimate tab.
3. Click Parts Hub button.
4. Click Ordered/Received tab on the bottom right of the window.
5. Click the Mark Order Received button in the top right corner. This will bring up a window. In the window you will confirm the parts were received by doing the following:
   • Entering the invoice number from the delivery receipt. Note: If you have multiple invoice numbers, you can add them all, just type each number, then enter a comma to enter the next one. EXAMPLE: "1234, 5678, 91011".
   • Checking the checkbox of the order. Note: You will also have the option to select the checkbox for "Notify Technicians" from this pop-up. By selecting the notify Technician option, it will send the tech(s) assigned to this job a text message that says "these parts have arrived" using the phone number set up in their employee profile.
6. Last, you will click the Received button. The label next to these orders will change to Received and the labels on the estimate will disappear.                             

From the Summary Tab in the RO

Mark Whole Order Received:

1. Go to the Repair Order you want to look at orders for.
2. From the Summary tab of an RO, you can click in the Purchased Orders section in the bottom table to view all orders placed in relation to a particular RO.
3. You can click into any of the orders to view the order details.
4. To mark as received, click the green Mark Order Received button in the bottom right corner. This will bring up a window. In the window you will confirm the parts were received by doing the following:
   • Entering the invoice number from the delivery receipt. Note: If you have multiple invoice numbers, you can add them all, just type each number, then enter a comma to enter the next one. EXAMPLE: "1234, 5678, 91011".
   • Checking the checkbox of the order. Note: You will also have the option to select the checkbox for "Notify Technicians" from this pop-up. By selecting the notify Technician option, it will send the tech(s) assigned to this job a text message that says "these parts have arrived" using the phone number set up in their employee profile. 
5. Last, you will click the Received button. The label next to this order will change from Ordered to Received.                   

Mark Order Partially Received:

1. Go to the Repair Order you want to look at orders for.
2. From the Summary tab of an RO, you can click in the Purchased Orders section in the bottom table to view all orders placed in relation to a particular RO.
3. You can click into any of the orders to view the order details.
4. To update which parts were received, click the edit pencil icon on the Ordered Parts table and input the quantity received for each part line.
5. Click the blue Save button. Note: The label next to this order will change from Ordered to Partially Received.