Import non-stocked items from estimates to parts tab
We only keep a small number of parts on hand to help keep overhead costs low. Consequently, a lot of our parts are special order. Would there be a way to have non-stocked parts entries from an estimate automatically populate into the Parts tab once the estimate is marked approved?
As it stands now, when the technician receives an approved estimate, he/she has to then hand enter the non-stocked parts from the estimate onto the parts tab. If they populated automatically, we could sometimes cut a whole day out of the repair timeline as this wouldn't be defendant on the technician being at their bench when the estimate is approved, and the non-stocked parts would get ordered the same day the estimate is approved by the customer.
Just a thought. Thanks!!
Aaron Caveny
shared this idea
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Douglas Bradshaw
commented
This is an ongoing frustration and I have a great suggestion to solve.
When doing a Estimate there needs to be another option rather than convert to invoice.
Perhaps Send to charges. At this point it would bring up a screen listing items with checkboxes to for in stock. Non inventory items that are not in stock then go to parts orders.I don’t like to invoice the customer until the work is done or when I go onsite. So if there are special items to order I have to create part orders. Then sometime the estimate gets converted to an invoice and double charges them.
I have had items go to a ticket when creating a ticket from an estimate, but I usually have a ticket first.
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Danielle
commented
Has there been any update on this? This would eliminate a lot of unnecessary time spent on manually entering parts when an estimate is approved.
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Douglas Bradshaw
commented
What would be nice is to have on the estimate a way tell the estimate that it would be a special order, giving you more fields like URL and then putting it on the parts order when the estimate is approved.
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Austin Carter
commented
As a Maintenance Technician I can see this saving a lot of time and potential mistakes that could happen in the process of going from an estimate approval to parts being ordered.