Parts Procurement
What Is Procurement?
Procurement is the parts-quoting and ordering workflow built into the Repair Order. When a technician needs a part that is not on the shelf, they can get a quote from a supplier without leaving the job. The quote tracks all the way through from the initial request to received at the parts counter.
Getting a Quote
On the Parts tab of a Repair Order, each parts line has a Get Quote button. Clicking it opens a search window without losing any unsaved work on the rest of the RO. Search results show in-stock items first, each tagged with availability and estimated delivery time for items that need to be ordered.
Selecting a result fills in the parts line and records a Procurement order in the background. Each Procurement order has its own running thread of team notes so the technician, parts department, and advisor can leave context for each other on that specific request.
Order Status
Each procurement request moves through a set of stages that reflect where the part is in the process:
Requested → Quoted
The technician has requested a quote. The parts department reviews the options and selects one.
Approved → Ordered
The tech and customer have approved the purchase. The order is placed with the supplier.
Received
The part has arrived and is at the parts counter, ready for the technician to pick up. If the item is a tracked stock part, it is automatically moved from pre-delivery to an on-hand allocation for this job.
Parts Groups
Parts Groups let you bundle multiple parts to a specific labor preset — for example, an “Oil Service” group that contains an oil filter and motor oil. When that labor preset is added to a Repair Order, CSM prompts you to add all parts in the group with one click. This eliminates the need to remember and re-add the same parts for routine jobs. Manage Parts Groups from Account Settings → Integrations → Procurement.