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Recording Parts

When you use parts or materials on a job, record them in RoundTrip so they can be included on the invoice and stock levels stay accurate.

How to record a part​

  1. From the ticket detail page tap Record Parts
  2. Search for the part by name or SKU, or scroll the list
  3. Tap the part to select it
  4. Enter the quantity used
  5. Tap Record Part

The part is added to the ticket and stock is automatically decremented.

Out of stock parts​

Parts that are out of stock are shown in red and cannot be selected. Contact your dispatcher if you need a part that is unavailable.

Exceeding available stock​

If you try to record more parts than are available in stock RoundTrip will show an error. Record the actual quantity used and notify your dispatcher about the stock discrepancy.

Parts not in the catalog​

If you use a part that is not in the inventory catalog, contact your dispatcher to have it added. Your dispatcher can then add it and you can record it against the ticket.

tip

Record parts as you use them rather than at the end of the job — it's easier to remember quantities and helps keep stock levels accurate in real time.