Parts Tracker in Mobile Overview

To access Parts Tracker, tap the "Parts" icon at the bottom bar menu.

Sales orders

Parts Tracker shows all open sales orders and their status by default; use the filter or search icons in the top right to narrow down the list, and tap the "i" icon for explanations of each status. Tap on an order to see details and stay updated on progress. 

 

MOB-Parts-Tracker-HD360-SO.png

 

Summary tab

The Summary tab displays key details about the sales order; bookmark it for quick access from the main parts tracker screen and to enable status change notifications for the order, overriding your global notification settings.

 

 

MOB-Order-Summary-Collect.png

Parts tab

The Parts tab lists all parts for the sales order, including procurement status, sourcing info, quantities, and estimated ready dates. 

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Invoices tab

Access company invoices related to the parts order in the Invoices tab, which appears when users are assigned "Finance" access permissions.

Order-details-Invoices.png

 

Bookmarked orders sub-navigation tab

Bookmarked orders are found under the "bookmarked orders" link; to bookmark, toggle on the bookmark from the summary tab of any sales order, and to remove the bookmark, select the order in the "bookmarked orders" list and disable the bookmark toggle from the summary tab.

Note: Bookmarking an order will turn on status change notifications specifically for this order, overriding your global notification settings.

 

MOB-Parts-Tracker-Bookmarks.png

 

Notifications

To set up your global notification preferences for sales orders, tap the bell icon in the top right corner of the screen to access the notifications view, then tap on the settings cog in the top right of the screen. Choose whether to receive notifications for each status change group you're interested in.

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