You log material demand directly in the repair ticket under Service Report. Create a new position, tick Add item to procurement list, and the buyer instantly sees the part in a structured layout inside the Procurement Hub. No slips, no back and forth.
Why the procurement list matters #
The Procurement Hub bridges workshop and purchasing. Technicians log missing spare parts during diagnosis or repair. The buyer sees every required item in a clearly structured list and places the order right away.
Step by step: Log parts inside a ticket #
- Go to your Job Overview and open the specific repair ticket to access its details.
- Switch to the Service Report tab in the ticket’s top navigation, the primary workspace for your technicians.
- Click New Position to create a line item for your material requirements.
- Tick Add item to procurement list. Only then is the part forwarded to the Procurement Hub.
- Fill out the item details:
- Description: the name of the spare part (e.g. Replacement Anchor or Power Button).
- SKU / Part Number: the exact manufacturer number for accurate identification.
- Brand & Model: map the part to its manufacturer and device model using the dropdowns.
- Notes for the purchase manager: optional instructions or supplier links for your buyer.
- Set the procurement flow: Confirm Quote First waits for customer approval and then switches to Requested automatically. Order Item Directly releases the part for purchasing immediately.
- Click Update Service Report at the bottom to save your entries.
Tip from practice #
Track live progress: Right after saving, switch to the Procurement List tab inside the ticket. You will see the logged parts, live demand coverage (e.g. “0 of 2 items available”) and their current purchasing status.
Requirements #
This feature requires the Procurement Hub module to be active. If it is not activated yet, unlock it first: How to Activate the Procurement Hub.
What comes next #
- Activate the module: How to Activate the Procurement Hub
- Process orders: How to Mark Procurement Requests as Ordered
- Goods receipt: How to Mark an Order as Delivered
Frequently Asked Questions #
Procurement List #
Where do I log required spare parts?
Inside the repair ticket under the Service Report tab, using the New Position button.
How does a part get onto the procurement list?
Tick Add item to procurement list. Only then is the part forwarded to the Procurement Hub.
What is the difference between Confirm Quote First and Order Item Directly?
Confirm Quote First waits for customer approval, then the status switches to Requested. Order Item Directly releases the part for purchasing immediately.
Where do I see the status of logged parts?
Inside the ticket under the Procurement List tab, with live demand coverage and current progress.