Your role
Parts clerk
Your day on the Parts desk, issuing what the bench asks for, ordering parts for jobs, and recording what became of the old parts.
As a parts clerk you keep the store: Kila says the role “Keeps parts: receives, issues to jobs, orders parts for jobs, counts and sells over the parts counter. Adjustments go to approval.” Every part on a job passes through your desk.
When you sign in
Link to this section: When you sign inKila opens the Parts desk: “What the bench asked for, parts to issue on approved jobs, what is on order, and old parts to offer back.” It has four lists: Asked for by the bench, To issue on approved jobs, On order for jobs and Old parts to offer back, and Print the pick list prints what to fetch.
Your day
Link to this section: Your day- Answer the bench. Each part asked for shows the job, the technician and how many are in stock. Tap Issue, Order for the job when it is not on the shelf, or Not available.
- Issue what the customer approved. To issue on approved jobs lists the parts on agreed estimates not yet taken from the store: Reserve them, then Issue them.
- Watch what is on order. On order for jobs: “Reserved to the job when received; the technician is told.”
- Settle old parts. “The customer is offered every part taken off; record what became of it”: Returned, Kept for the assessor or Disposed.
What you can do
Link to this section: What you can do- Issue, reserve and order parts for jobs, and record old parts.
- Receive deliveries, count stock and sell over the parts counter, as a storekeeper does.
Everything the role is allowed to do
- Point of sale
- Sell at the till; View sales; Open and close own shift
- Catalog
- View products and services
- Stock
- View stock; Create stock adjustments; Request transfers; Dispatch transfers; Receive transfers; Count stock
- Warehouse
- Manage bins, putaway and picking
- Purchasing
- View purchasing; Create purchase orders; Receive goods
- Customers
- View customers
- Services
- View services and bookings; Issue parts to any job card and order parts for jobs
- Field sales
- Load vans and count them back in
- Distribution
- Take in market returns from outlets on the road, on delivery or at the depot; Record empties and crates out and back, and container deposits
- Delivery
- Plan trucks’ trips, check their loads, issue gate passes, send them out and count them back in
What needs a manager
Link to this section: What needs a manager| Approval limit | Up to |
|---|---|
| Stock adjustments | KES 0.00 |
A stock adjustment above your limit goes to approval: a manager approves it in Approvals.
Common questions
Link to this section: Common questionsA technician asked for a part we do not stock. Tap Order for the job. When it arrives it is reserved to the job, and the job comes off Waiting for parts.
A part was issued by mistake. It goes back from the job card with Back in stock, with the reason. See Add parts and labour to a job.
Why offer the old parts back? They are the customer’s: Kila records what became of each one.
- Add parts and labour to a job: parts on the job card.
- Technician: who asks for the parts.
- Jobs and repair: the workshop as a whole.