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Reserving and Using Parts in Work Orders

Find out here how you can create and manage spare part reservations within orders

Written by Katharina Kos

Availability

Packages: Premium, Enterprise

User Roles: Admin, Manager, Full User

Creating a Reservation

  1. Open the Work Order for which a spare part is to be reserved

  2. Click on “Parts” in the menu

  3. Click on the “+” button

  4. In the pop-up window, select the spare part and the quantity to be reserved. If there are not enough spare parts available, you will receive an error message

  5. Optional: Select the storage location of the spare part

Optional: Add a comment


Canceling a Reservation

  1. Open the Work Order for which a spare part is reserved

  2. Click on “Parts” in the menu

  3. Click on the three dots next to the reservation

  4. Select the option “Cancel reservation”


Using the Reserved Parts

  1. Open the Work Order for which a spare part is reserved

  2. Click on “Parts” in the menu

  3. Click on the three dots next to the reservation

  4. Select the option “Edit”

  5. Click on “Take”

  6. Optional: Add a comment

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