The Parts tab/module is a simple, fast tool for ordering one-off items and staying organized. It integrates directly with your Tickets, Invoicing, Notification Center, and Ticket Automations, allowing you to streamline your workflow.

Note: In contrast, the Products & Services tab/module is a more comprehensive tool for handling complex orders and advanced settings.

Read on, or watch this short video to learn more:

Examples

Here are some examples of how you can use the Parts Module:

1. An MSP on-site technician discovers that a user's laptop has a bad hard drive. They find the correct replacement SSD/HDD online, copy the URL, and create a new parts order directly from their support ticket. Back at the office, the person responsible for ordering gets a notification that a new parts order was created. They use the details from the order to dropship the replacement SSD directly to the customer.
2. An internal IT team—which manages a large volume of warranty part replacements from manufacturers like Dell, Lenovo, and HP—creates a new parts order. This allows them to track the status of a replacement part as it ships and document when the manufacturer's technician is scheduled to perform the on-site installation.
3. A technician is working on a ticket where a customer's printer is broken and requires a new cable. He runs to Walmart to grab one. You want to make sure the customer Organization is charged for the printer cable in their next recurring invoice.

Set Up

To show the Parts tab in the top navigation bar, follow these steps:

1. Navigate to the User Profile menu in the upper-right corner, then select Tabs Customization.
2. Check the Parts box.
3. If desired, use the reorder () icon to drag the Parts tab to a new desired location.
4. Click Save.

Create a Part Order

To create a new part order, follow these steps:

1. Click the Parts tab. You'll see a list of your current Part Orders.
2. Click +New Item. 
   Tip: You can also do this by selecting “Part Order" from the +New button menu while you're working on a Ticket:
    
3. Enter the part order details. 
   Notes: 
   • If you got here from a Ticket, you won't see the Related Ticket field since the two are already attached.
   • If you checked the “Enable Percentage Markup” box in Parts settings and specified a default percentage markup, you only need to enter a value for the Our Cost field; the system automatically calculates the retail price.
4. Click Create Item.

Note: When you attach a part order to a Ticket, the Syncro automatically links the Part Order in the Ticket Info section and adds a Private Note with the part order details:

Receive a Part Order

Once the part has arrived, follow these steps to edit the order and receive it:

1. Edit the Part Order. Either:
   • Navigate to the Parts tab and click the Part Order ID.
   • Click the Part Order link in the TICKET INFO section of the linked Ticket.
2. Scroll to the bottom and in the Received field, enter (or select) a date.
3. Click Update Item.
4. Once the Received date is set, the Part Order will be marked as resolved. It will no longer appear in the Part Order list. If the order is attached to a ticket, the system will also automatically add a Private Note with the date received:
   

Bill For a Part Order

When you create a Parts Order, how you bill your customer depends on whether or not there's already an associated ticket.

If you already associated the Part Order with a Ticket, the Part Order charge will automatically be added to the Pending Ticket (Add/View) Charges when you save the Part Order. The Part Order must have a Quantity and a retail cost for the customer before the part will be added as a Ticket Charge. 

Note: If you create a Part Order from a Ticket, this association is automatically made. 

Here's what the Add/View Charges looks like with a Part Order:

If there is no associated Ticket, you'll generate an Invoice directly from the Part Order. 

1. Navigate to the Parts tab and click the Part Order ID.
2. Click New Invoice:
   
3. Search for and select your customer.
4. Click Create Invoice.
   Here's what the Part Order looks like on the invoice:
   
   Note: Once the invoice exists, it's linked on the Part Order:
   

Get Notified About Part Orders

There are three Parts/Logistics-related Events that you can select from so you're notified about Parts Orders. These may include emails, SMS messages, and in-app notifications about a Parts Order being created, and/or received for Tickets. Select any the Events and specify exactly how you want to be notified in the Notification Center.

See also: Customize & Assign Notifications and Notification Events Reference.

Create Automations Using Part Orders

You can create a Ticket Automation with the Condition “Part Order Received.”

See also: Work with Ticket Automations and Ticket Automations Reference.