Adding Items and Parts to a Service Request

Items to be added to a service request usually includes labor and parts.

2. Expand the Point of Sale menu

3. Click Service Request

4. Create a new service request by adding a customer, selecting a technician, entering the issue, purchase information and model information

5. Click Add Misc Items to add items that are not stocked (ex: labor)

6. Select the item to be added. Click Done

7. Click Add Parts to add parts needed for the job

8. Enter the part number in the Find Parts by Model Number field.

Click the Find Parts by Model Number magnifying glass

9. Choose the exact model to view the required parts for the service

Note: If you do not see the parts schematic, a V&V parts account will need to be created. Please contact the HomeSource Systems Support team.

10. Select a schematic to narrow your choice of parts

11. Hover the cursor over the schematic for a magnified view of parts and part numbers

12. Click to select a part

13. Select the Product Group and Manufacturer

14. Click Save

15. Once all parts have been added, click Done

16. Click Save Service Request