How do I add parts to a job so that they show up on a requisition document in SuccessWare21?
There are a few ways to add parts so that they show up on a requisition document inside SuccessWare21. Outlined below are the ways to do so.
***First, a Technicians must select a Truck in the Truck drop-down, when Logging into SWRemote. If a Truck is not logged into, a requisition will not be created. However, if you do not have any trucks listed in the drop-down, click here.
Once you log in with a truck, you can now add parts in two ways:
Upon Clicking the Parts button (which can ONLY be selected on the Pay and Debrief Screens, you will see the Tasks and Visits that are on your Invoice, as seen below.
1. You will need to select one of the Tasks or Visit and then it will show you any Parts already attached to the Line Item (as seen below).
2. Here you will also be able to select Add or Scan to add additional Parts.
- Pressing the Add Button will bring you to this screen where you can search by
A. Looking through the Catalog.
B. Searching by item# / UPC / Description.
Ex: "Cap" for Capacitor
-Pressing the Scan button will bring up the camera so that you can scan a barcode.
-Once you find your Part, press the Save button
-Once you are happy with all of your Parts, press the close button and and then the back button, this will return you to the Pay/Debrief screen.
Note: For serialized parts you will need to input a Serial Number.
Some Additional Links which may help you in the Field as well as the Office:
*Note* SWRemote does not have access to submit, edit, or view Purchase Orders (POs).