Pull parts from a warehouse or truck onto a ServiceTrade Job

Prerequisites

• PartsLedger
• PartsLedger 2.0 where noted
• PartsLedger 2.1 where noted

Procedure

Add a new job item

1. Click Add Parts, Labor, and Items
2. Enter an Item code that matches an inventoried part in PartsLedger
3. Enter the desired Quantity
4. Select the Warehouse source type. If your user profile has a default warehouse, that warehouse will appear automatically. Otherwise, select the desired warehouse
5. Click Save

Edit an existing job item from any non-Warehouse source to a Warehouse source

Note: PartsLedger 2.0 or newer required

1. Click the Parts, Labor, and Items box to open the editing window
2. Optionally change the Item or Quantity before proceeding to the next step
3. Select the Warehouse source type and desired warehouse code
4. Click Save

Edit an existing job item from an existing Warehouse source to a different Warehouse source

Note: PartsLedger 2.1 or newer required

1. Click the Parts, Labor, and Items box to open the editing window
2. Optionally change the Item or Quantity before proceeding to the next step
3. Edit the Warehouse source type and select the desired warehouse code
4. Click Save

Notes

• If the part does not match an inventoried item in PartsLedger, the warehouse source will update to show the message: Inventory Error: Part Not Found
• If the available quantity in PartsLedger is less than your entry, the warehouse source will update to show the message: Inventory Error: Max Qty x, where x is the quantity that PartsLedger has available at that warehouse
• Any source other than Warehouse will not pull inventory from PartsLedger