Purchasing ticket
The purchasing ticket: one component on an order as a separate task for the buyer — status, part price, assignee, comments and history
Updated
A purchasing ticket is one component on an order taken out as a separate task. It works the same way as a workshop ticket, except that the assignee is a buyer and the subject is a part rather than a piece of work.
Contents:
You can reach a purchasing ticket:
- Purchasing, all tasks → the ticket you need
- Order overview → the “Services on the order” table, the “Components” part → the name of the part
The ticket card
The ticket card gathers:
- the part from the parts reference book;
- the status — what the ticket requires; until an assignee is chosen it reads “Assign buyer”;
- the part price — the same figure goes into the order total;
- the buyer responsible for acquiring it;
- the requester and the date requested.
On the right, the summary of the order is repeated: number, service centre, status, device location, priority, estimated due date, device details and client details.
Comments and history
Correspondence on the ticket goes into the “Purchasing” thread — so a discussion about a part does not get mixed with a discussion about the repair. The “History” tab keeps the change log: status changes, buyer assignment, price edits.