Parts, Assets, and Inventory Management – Parts Receiving

Based on the wide variety of parts and equipment in the market, it is likely that you are going to need part numbers added to the system to create a quote or a purchase order. Through the Business Manager Helpdesk ticketing system, you can request a part number be added to the system when ordering a part. That part number request then is transferred to the Parts Coordinators Dashboard, who then can source a vendor, price the equipment, and quote the request. Once the quote has been created you can email, print, or the customer can sign into the customer portal and approve the quote which is then automatically turned into a Purchase Order.

Parts, Assets, and Inventory Module

See How It Works

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AC repair technician using Business Manager 365 on a tablet