Store Purchased Part Process
What is Store Purchased Part?
When a Technician needs to purchase a part from the store for a Site Visit
How do I add a Store Purchased Part to a Site Visit?
In the same place you add Products and Services, you can select "Store Purchased Part"
A field will display to type in the "Amount Paid for Store Part".
This will add the line item with the appropriate markup added for billing.
Does this mean I don't have to reconcile the expense?
You still have to follow Expense Tracking for this purchase (Click Here to see the Expense Tracking Process).
The part added for billing will have ZERO cost but with a price to bill the customer.
The expense will have ZERO price but with a cost to mark how much was spent.
When you reconcile the expense, you must select "Supplies" in the Category field
Make sure to select Site Visit and then link it to the appropriate SV.
