Requesting Parts through Zoho Instructions
Scope: How to use Zoho to request parts from
Procurement and Logistics Department. Provide P&L Dept. with all information needed so they can ship parts
to engineers in field. Also provide
brief description of where to find active parts lists.
Identifying the parts
you need:
· The spare parts list is currently titled “Spare
Parts List v5”.
· This can be found on the company server under
the following path V:\Service Shared - USE THIS DATA\Part List Prices
· When you are in field, it will be easiest to
access the parts list through One Drive on your Office 365 account. Login to you Office 365 account and go to One
Drive. Open Shared folder and then find
“Service Shared – USE THIS FOLDER”. In
that folder you will see the part list folder.
· Inside the Service Shared – USE THIS DATA
Ordering parts on Zoho:
· Identify the ticket you are working on. If no ticket has been created, create one.
· On the left hand side of the screen, you will
see the following to fill out…
Notes:
- Make sure to put part quantity under item
4.
- On section 1 (Part order Status), when you
select parts requested, it will send an email to the Procurement and Logistics
staff that you have requested a part and will provide them with all the information
you filled out below (sections 2-8). Make sure to have sections 2-8 updated before you change the part order
status to “Parts Requested”.
- While in the status of “Parts Requested” the
P&L team will receive emails hourly, unit they have reviewed the request
and changed the status to Request Received by Logistics.
- When the
P&L department changes Part Order Status, a notification/update email will
be sent back to you with the status of your request.
Related Articles
Responding to a Zoho Ticket.
Responding to a Zoho Ticket. You can use the two buttons below to respond to a ticket. The left button is to do a public reply. The right button is to do a private comment. This is what commenting looks like. Commenting also you to communicate with ...Setting up a View to show all tickets
Setting up a View to show all tickets By default all ticket views in Zoho only show the last 30 days. To make sure that all tickets show please click the three dots horizontally to open up the filter menu. Change setting Ticket received in to "All ...