Spare parts management lists

This page centralizes the documentation for the new spare parts management views, designed to allow the Service Advisor can monitor and streamline the flow of materials, avoiding bottlenecks in repairs.

1. Management of Spare Parts Pending Authorization

Optimize material approval by allowing you to quickly view and manage parts that require validation before they can be ordered or installed.

Step-by-Step Guide

1. On the main screen, locate the block SPARE PARTS.
2. Click on the indicator President Authorize to access the detailed list.
3. Use the selector Adviser at the top to filter the results; by default, you will see the data from User logged in.
4. If you need a global view, change the dropdown option to View all.
5. Review the information in the table, which is organized into the following columns:
6. • Adviser
   • Order (OR ID)
   • State order
   • Fault
   • Reference
   • Description
   • Amount
   • Budget
   • Tuition
   • Depositary
   • Phone

Pro Tips/Usage Notes

• The items in this list are technically in the state You need authorization.
• Once authorized, the replacement part will change its status to allow the request to the supplier or its removal from the warehouse.
  

Relationship with other modules

This view directly impacts the tab Job of the order, where the allocation of the replacement will reflect the change of status once it has been processed.

2. Control of Orders Pending Receipt

It allows real-time tracking of ordered spare parts that have not yet been received in the workshop warehouse.

Step-by-Step Guide

1. From the block SPARE PARTS, tap on the indicator Pte. Arrive.
2. The system will redirect you to the details screen with the filter for Adviser applied to your user.
3. You can audit other colleagues' workloads by selecting their name in the dropdown superior.
4. Analyze the results table to prioritize follow-up with suppliers based on the column Estimate:
5. • Columns: Advisor, Order, Order Status, Breakdown, Reference, Description, Quantity EstimateRegistration, Depositary, Telephone.

Pro Tips/Usage Notes

• This view groups the spare parts whose status is Waiting for supplier.
• It is essential to review the column Estimate to inform the customer in case of delays in the vehicle delivery date.
  

Relationship with other modules

When a replacement part is in this state, the associated job usually displays the status label Pending replacement in the table of Current jobs.

3. Spare Parts Available in Warehouse

Identify parts that are already physically in the workshop but have not yet been picked up by the assigned technician.

Step-by-Step Guide

1. Click on the indicator Not collected within the block of SPARE PARTS.
2. Verify using the selector Adviser if the parts match your active repair orders.
3. Check the column Availability to confirm that the material is ready to be removed.
4. The table displays the information in this strict order:
5. • Adviser
   • Order (OR ID)
   • State order
   • Reference
   • Availability
   • Tuition
   • Depositary
   • Phone

Pro Tips/Usage Notes

• The spare parts listed here are in good condition In workshop either Available.
• If a part remains on this list for a long time, it is recommended to contact the mechanic to ensure the repair continues.
  

Relationship with other modules

Once the mechanic removes the part, the status will change from Available to Installed in the details of the work.

4. Monitoring Orders with Late Replacement Parts

It proactively detects work orders that are delayed due to spare parts logistics, enabling crisis management with the customer.

Step-by-Step Guide

1. Press the indicator Late on the main panel of SPARE PARTS.
2. Use the selector Adviser to identify which orders under your responsibility have time alerts.
3. Compare the columns Expected Delivery Date and Expected Replacement Date to assess the impact on the customer delivery promise.
4. The control table is detailed as follows:
5. • Order
   • Adviser
   • Date
   • Expected Delivery Date
   • Expected Replacement Date
   • Depositary
   • Appointment notified
   • Half notice
   • Tuition
   • Guy
   • Confirmed

Pro Tips/Usage Notes

• This screen is vital for the Digital Signature and delivery, as it allows delays to be detected before the customer goes to the workshop.
• If the Expected Replacement Date It is later than that of DeliveryIt is recommended to use the tab Internal observations to document the incident.