How do I manage parts?
GoServicePro has several different ways to store, organize, and transfer parts. To start, there is a master parts catalog that can be added to at any time. Parts from this list can be added to locations and sites.
What is the difference between a location and a site?
“Sites” are physical locations that contain associated contacts, “Site Assets” (installed parts), and “Warehouses” (where inventory can be stored). Each warehouse at a site can have multiple “Locations”.
What is the difference between a location and a warehouse?
A Warehouse is simply a Site that has been designated as a place that has inventory. Inside each Warehouse there are Locations. These can be anything from “Shelf B” to “Jim’s Truck” and each one can have multiple “Bins”.
What is a bin?
A bin is a sub-category of a location, which is commonly labeled, “Good” or “Bad”. It’s a way to sort parts that are being moved between different inventory locations. “Bad” parts might be coming back for repair, for example.
How are parts moved?
GoServicePro has two different ways parts can be moved. One way is via a Part Order, but the other way is to open an inventory location and do a part movement. Part Orders are typically only used when parts need physically shipped.
How are parts ordered for a customer?
Parts can be ordered by creating manual line-item tasks or via a Part Order. They are billed to the customer based on the base price listed in the price catalog plus any markup added at the Contract or Service Offering level.