Parts Tracker on Web Overview

Access Parts Tracker by clicking "Parts Tracker" at the top bar menu.

Sales orders Sub-navigation tab

Parts Tracker shows all open sales orders and their status by default; use the filter in the left hand panel or the search input to narrow down the list, and tap the "i" icon for explanations of each status. Click an order to see more details and stay updated on progress. 

Summary tab

To access, click on a sales order. The summary tab displays key details about the sales order; bookmark the order for quick access from the main parts tracker screen and to enable status change notifications for the order, overriding your global notification settings.

Parts tab

The Parts tab lists all parts for the sales order, including procurement status, sourcing info, quantities, and estimated ready dates. 

Invoices tab

Access company invoices related to the parts order in the Invoices tab, which appears when users are assigned "finance" access permissions.

Bookmarked orders sub-navigation tab

Bookmarked orders are found under the "bookmarked orders" tab; to bookmark, toggle on the bookmark from the summary tab of any sales order, and to remove the bookmark, you can either select the bell next to the order in the bookmarked orders tab, or select the order and disable the bookmark toggle from its summary tab.

Note: Bookmarking an order will turn on status change notifications specifically for this order, overriding your global notification settings.

 

Notifications

To set up your global notification preferences for sales orders, click the bell icon in the top right corner of the page, then click on the settings cog. Choose whether to receive notifications for each status change group you're interested in.

Note: If you're using the mobile version of HDisi1 and have opted for notifications, you'll also get push messages for the statuses you've selected.