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Home > Success Center > Web Help Desk (WHD) > Web Help Desk Administrator Guide > Set up parts and billing

Set up parts and billing

Created by Steve.Hawkins, last modified by Anthony.Rinaldi_ret on Jul 19, 2016

Views: 129 Votes: 1 Revisions: 5

You can track your parts inventory in one or multiple store locations by part number, manufacturer, and model. When parts are deployed to a ticket, Web Help Desk automatically deducts the part from inventory, allowing you to maintain an accurate parts inventory in your deployment.

Using additional tools in Web Help Desk you can:

Add parts to a location

  1. In the toolbar, click Parts.
  2. Click the Inventory tab.
  3. In the fields and drop-down menus, select your search criteria and click Search.

    To list all parts, leave all search fields empty and click Search.

  4. Click the Storage Location drop-down menu for a specific part and select a storage location. 
  5. In the Add Count field, add the number of available parts.

    To reduce the number of available parts, use a negative number. For example, to change the number of available parts from 6 to 5, enter -1.

  6. Click Save.

    When a part inventory reaches zero, the inventory status changes from Available to Back Ordered.

Add parts to a ticket

  1. In the toolbar, click Tickets.
  2. Click the targeted ticket number.
  3. Click the Parts and Billing tab.
  4. In the Part Search box, enter and select the appropriate information to locate the part.
  5. Click Search.

    The Search Results box appears, displaying the location and number of available parts.

  6. In the Inventory column, click the part location.

    The part appears in the Assigned Parts box.

    To remove defective parts from inventory, enter the number of parts in the DOA field. Web Help Desk removes the cost of the DOA parts from the ticket and list DOA parts in a separate area in your billing reports.

    To remove an entire parts line item and return the parts back to inventory, click the trash can.

  7. Click Save to save your changes.
 
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