SWRemote will allow you to access the Parts button on the Pay and Debrief screens. If you are on any other step inside of a call, the Parts button will be greyed out and unavailable. You will need to either move forward or backward in the call to gain access to that screen.
***Techs must first 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.
You can only add Parts to a Task or a Visit.
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.
*If a requisition needs to be triggered from SWRemote, the technician must select a truck in the dropdown menu on the login screen
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.
- 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.
-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.