Inventory & Parts
Stock on hand, parts orders, cores and warranties, and supplier punchout.
Inventory and parts overview
How stock on hand, job sourcing, parts orders, and cores fit together — and the one rule about when stock actually moves.
Parts and stock on hand
The Inventory list: adding a part, the fields that matter, categories, the low-stock alert, search, and deleting.
Stock transactions
Recording purchases, sales, adjustments, returns, and transfers against a part, what each does to the count, and what the app writes on its own.
Sourcing parts for a job
The Source Part panel on a work order line: pull from stock, check what the shop paid before, or order it — and what each sourcing status means.
Parts orders
The board and table of parts on order: creating an order, batch ordering across jobs, moving it through needed, ordered, shipped, and received, and marking installed.
PartsTech quotes
Getting a live PartsTech quote from a work order, reviewing cost and price, putting the lines on the job, and turning the quote into a parts order.
Cores and warranties
Tracking core charges from order to credit, and running a warranty claim on a failed part through RMA, return, and credit.