Order parts through PartsTech

In this article

Automotive IntegrationsUpdated 20 Sep 20262 min read

This guide shows you how to order parts from PartsTech directly through Workshop Software.

Please note: Only American and Canadian clients can use the PartsTech integration.

If you have not set up your PartsTech account yet, see How to Integrate PartsTech. For general usage guidance, see How to Use PartsTech.

Step 1: Add Parts to Your Invoice

  1. Add your PartsTech parts to the invoice or job card.
  2. Click Save.

Step 2: Create a Supplier Stock Order

  1. Click the plus sign at the top of Workshop Software.
  2. Select Supplier Stock Order.
Create New menu open with Supplier Stock Order circled and a callout explaining to select it for a PartsTech order

Step 3: Select the Supplier and Add Parts

  1. Select the supplier you want to order from (e.g., Advance Auto Parts or WorldPac).
  2. Copy or search for the parts you ordered from PartsTech into the products section.
Supplier stock order for a parts vendor with a product being searched and matching parts listed in the dropdown

Step 4: Create the Order

  1. Once all parts are added, click the Star button.
  2. Select Create Order.
Order screen with the star menu open and Create Order circled

Step 5: Complete the Order in PartsTech

  1. You will be taken directly into the PartsTech ordering system.
  2. Click Add to Cart.
Workshop Software screen showing once done press ' add to cart '

Step 6: Checkout and Submit

  1. Click Proceed to Checkout to finalise the order.
Workshop Software order parts through partstech showing ' proceed to checkout ' to finalize the order
  1. Click Submit Quote to place the order.
Workshop Software order parts through partstech showing ' submit quote ' to place the order

Step 7: Review the Order in Workshop Software

  1. After placing the order, you are returned to Workshop Software.
  2. View the order under PartsTech Session Orders - this matches the order placed in PartsTech.
Workshop Software screen showing this will match with the order in partstech!

Step 8: Receive and Process the Delivery

  1. When the parts are delivered, process the stock order by creating a vendor invoice.
  2. You will need to process the stock order to update your inventory.
Create New menu open with Vendor Invoice circled
Vendor invoice with the Actions menu open and Add items from order circled
Please Select a Purchase Order dialog with the order listed and the Select button circled

Good to Know

  • The PartsTech integration is only available for American and Canadian Workshop Software clients.
  • Parts ordered through PartsTech will appear as a stock order in Workshop Software until they are received and invoiced.
  • Make sure your PartsTech account is fully set up before attempting to place orders.

Frequently Asked Questions

Can I order from multiple suppliers at once?

You need to create a separate supplier stock order for each supplier. Repeat the process for each supplier you want to order from.

What happens if I cancel a PartsTech order?

Cancel the order in PartsTech directly, then update the stock order in Workshop Software to reflect the cancellation.

Also Explore

Was this article helpful?

Previous article

Order parts through Covs/PROlink

Next article

Oscar Integration with Workshop Software