Parts Usage on Service, Repairs and Tyres

Overview

Gearbox allows Parts to be recorded against Services, Repair and Tyre Work Orders.

Adding Parts to a Workorder

1. Parts may be added to a Workorder by clicking the add button under Parts (1)

Adding Parts to a Workorder - Service Work Order

2. Select the desired Part (2) from the list; this will automatically fill in the description and price from the Parts Register. Enter any additional details, such as Quantity, Price, Tax Rate, and choose the Site/Store to identify its source location. Select Create Service Part (3) once finished.

To prevent the part from being deducted from your stock level, check the Supplier Provided checkbox.

Adding Parts to a Workorder - Adding Parts To Service Work Order

Automatically Adding Parts to a Service

1. When initially creating a Service (Scheduled Maintenance) for a vehicle, filters and oils must be added manually. Gearbox offers a Copy Parts to Vehicle (1), which allows these parts to be stored and automatically included in future services created for that vehicle.

Automatically Adding Parts to a Service - Vehicle Parts

2. Navigate to Vehicles (2), then select the Asset (3) where the parts were copied

Automatically Adding Parts to a Service - Current Assets

3. Click on the Parts (4) tab to view (5) the parts and see which service types they are automatically applied to when using the Copy Parts to Vehicle button

Automatically Adding Parts to a Service - Service Parts

Using Parts with Parts & Inventory Stocktake

If the Parts & Inventory system is enabled, parts used during a Service, Repair or Tyre will automatically be deducted from Stock when the Service, Repair Or Tyre is closed.

While the work order is open, the parts are in Allocated status.

Using Parts with Parts & Inventory Stocktake - Edit Parts Allocated

Once the work order is closed, the parts move into Used status:

Using Parts with Parts & Inventory Stocktake - Edit Parts Used

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