How to Request a Part (Desktop)
Users can submit a request for specific parts needed using the Parts Request function. This allows users to efficiently track and manage part acquisition, prioritize requests, and monitor the status of each itemized part request within a master request.
For accounts with the "Maintenance" license added, users can also request specific parts for maintenance.
Permissions: Requirements: Users with the "Manage Parts Request" permission are able to request parts.
đź’ĄParts is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.
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- Click "Parts" on the navigation bar on the left side.
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- Select the "Parts Request" tile.
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- Click "Request Part" on the top right of the screen.
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- Fill out the details of the parts request.
Needed by: The date the part(s) is needed by.
Priority: Select either Low, Medium, or High.
Vendor: Name of the parts vendor.
Vendor Number: Number assigned to part vendor.
Delivery Address: Address of the location the part is needed.
Site: Site the part is needed.
Asset: Asset the part is being requested for.
Maintenance Request: Maintenance Request associated with the Parts Request.
Work Order: Work Order associated with the Parts Request.
Notes: Any notes that pertain to the Parts Request.
Attachments: Any attachments that pertain to the Parts Request.
NOTE: The "Maintenance Request" and "Work Order" fields will only be operational if you have purchased the Maintenance license.
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- Click "Add Part" on the right side.
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- Enter the part(s) needed for the request, along with the quantity needed. Add rows to request multiple parts.
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- Click "Request Parts" on the bottom right.