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Adding and returning parts and purchases on a work order in the mobile app

• Tap the Work Orders icon at the bottom of the screen.
• Select the work order you need to add parts to by tapping on the work order in the list. You can use the search () and filtering () options to quickly find the work order if needed.

Adding work order parts

This card is for logging any parts used to complete the work order.

• Scroll down to the Parts & Inventory card.
• Tap + Part Used to search and select a Part from your organization's inventory or tap the scanner icon () to scan a QR code or barcode of the Part.
• Adjust the quantity used on the work order in the Quantity Used field.
• Select the proper Usage Type.
• Select the part Location.
• Enter a Description, if necessary.
• The Date Used field will default to today's date and time, but you can change it, if necessary.
• Select a Cost Center.
• The Total Cost will represent the Unit Price multiplied by the quantity.
• Tap the Add to Work Order button at the bottom of the screen.
• The part will be added to the work order and sorted by the selected Usage Type.
• Tap the part name to be taken back to the part form. Adjust any details or Delete the part if needed.
• When you are finished adding parts, tap the Save Work Order button.

Returning work order parts

You can set up your account to ensure that a separate transaction is made when returning parts that were not needed for a work order. This feature will prevent part transactions on a work order from being edited or deleted. *Note: A Global Administrator must enable this feature in the system settings.

• Scroll down to the Parts & Inventory card.
• Tap on the part name that needs to be returned.

• Enter the amount that needs to be returned in the Quantity to Return field.
• The Date of Return field will default to the current date and time, but can be changed if necessary.
• Enter a Description to record the reason for the return.
• In the Log section, verify the New Qty Used is accurate, then tap Return Part(s).
• To complete the return, tap the Save Work Order button.

Adding purchases

This card is for logging any purchases that are made to complete the work order.

• Scroll down to the Purchases card.
• Tap + Purchase.
• Enter the Item Name.
• Enter the Quantity and Unit of Measure of the purchased part.
• Enter the Unit Price $ for the purchased part.
• The Total Cost field will automatically calculate based on the values in the Quantity and Unit Price fields.
• The Purchased by field will default to the user who is logged in. To change the user, tap the arrow and select a new user from the list.
• Adjust the Date of Purchase, if necessary.
• Tap the arrow in the Suppliers field and select the appropriate supplier from the list.
• Tap the arrow in the Purchase Type field and select the appropriate purchase type from the list. *Note: This list is pre-defined and cannot be configured.
• Select a Cost Center.
• Tap the arrow in the Payment Type field and select the appropriate payment type from the list. *Note: This list is pre-defined and cannot be configured.
• If you selected Invoice or Purchase Order in the Payment Type field, enter the reference number that aligns with your selection. *Note: This field is intended for documenting external reference numbers only and will not link to any other areas in Asset Essentials.
• Enter a Description, if necessary.
• Tap the Add Purchase button.
• When you are finished adding purchases, tap the Save Work Order button.

Returning purchases

You can set up your account to ensure that a separate transaction is made when returning purchases that were not needed for a work order. This feature will prevent part transactions on a work order from being edited or deleted. *Note: A Global Administrator must enable this feature in the system settings.

• Scroll down to the Purchases card.
• Tap on the name of the purchase that needs to be returned.

• Enter the amount that needs to be returned in the Quantity to Return field.
• The Date of Return field will default to the current date and time, but can be changed if necessary.
• Enter a Description to record the reason for the return.
• In the Log section, verify the New Qty Used is accurate, then tap Return Part(s).
• To complete the return, tap the Save Work Order button.