How to Add Items to the Procurement List

The Procurement Hub bridges the gap between your workshop technicians and the purchasing team. Technicians can log missing spare parts directly inside the Service Report during diagnosis or repair. The core advantage: The buyer instantly sees all required items in a clearly structured layout, allowing them to complete orders quickly and without any administrative friction.

Step-by-Step Guide: Flagging Parts Inside a Ticket #

1. Go to your Job Overview and click on the specific repair ticket to access its details.
2. Switch to the Service Report tab in the top navigation bar of the ticket. This is the primary workspace for your workshop technicians.
3. Click the New Position button to create a new line item for your material requirements.
4. The Essential Step: Check the box for Add item to procurement list. Enabling this option ensures the item is automatically forwarded to the Procurement Hub.
5. Fill out the item details with precision:
   • Description: Enter the name of the spare part (e.g., Replacement Anchor or Power Button).
   • SKU / Part Number: Provide the exact manufacturer part number to ensure purchasing accuracy.
   • Brand & Model: Map the part to its designated manufacturer (e.g., Bosch) and device model using the dropdown menus.
   • Notes for the purchase manager: Leave optional instructions or supplier links for your buyer.
6. Manage the procurement flow using the built-in logic checkboxes:
   • Confirm Quote First: Check this if the part needs to be calculated and approved by the customer first. Once the customer accepts the quote, its status automatically switches to “Requested” for the buyer.
   • Order Item Directly: Check this if the part can be ordered immediately without waiting for customer quote validation.
7. Click the blue Update Service Report button at the bottom right to securely save your entries.