Available for
Roles: Administrator
Plans: Advanced
The selection basket is the Mobility Work tool that lets you prepare a spare parts order without re-keying. Instead of opening a purchase order and adding parts to it one by one, you build up a selection as you browse, then turn it into a purchase order in a single step.
The goal is to bring the selection of parts and the order into the same logic, where these two steps are usually handled separately. You identify your needs in one place — the spare parts list, an equipment record — without having to copy them out somewhere else.
What the selection basket is for
The selection basket lets you:
- Spot and check the parts to reorder as you review your stock
- Gather parts added from several screens into a single selection
- Avoid the re-keying and the risk of omission tied to ordering part by part
- Turn the whole selection into a single purchase order
Two ways to feed the selection
The selection can be fed from two places, which contribute to the same basket:
- From the spare parts list, by checking the parts to reorder
- From a part's record, while reviewing its stock or history
A selection that follows your work rhythm
The selection basket is designed to fit the way you work:
- It stays in place when you change pages
- It survives a browser reload
- It is scoped to your network and to the user: a part selected on one site/by one user cannot end up in an order meant for another
You can therefore prepare your needs continuously, across several screens, without fearing the loss of work in progress.
Access rights
The selection basket and the related purchase order creation are reserved for administrators of networks with the Purchase Orders module. Other profiles keep read-only access to purchase orders.
To learn how to build your selection, see the article How do I build my spare parts selection basket?
To turn your selection into an order, see the article How do I turn my selection basket into a purchase order?