PartSource Platform: Order Tracking & Transparency

• Easy Access: You can effortlessly track your orders by navigating directly to the Orders section within the My Account menu.
• "Only Me" Toggle: This feature allows you to selectively view your own orders, enhancing data privacy. Managers, however, benefit from organizational oversight.
• Order Status Tabs: Orders are organized into clear tabs for easy tracking: 
  • Awaiting Approval: For orders pending approval.
  • Ship: For orders that have been shipped.
  • Delivered: For recent deliveries.
• Order History: Delivered orders automatically move to your order history after two business days, keeping your current view clean.
• Advanced History Tools: Your Order History includes powerful filtering tools, customizable columns, and the ability to export data to Excel for in-depth analysis.

• Depot Repair Tracking: This integrates seamlessly with your order management, using the same permission controls as parts orders.
• On-Demand Repairs: Track every stage of the repair process, from initiation to delivery, using various workflow tabs.
• Prepaid Shipping Labels: Depot repairs include prepaid shipping labels, which automatically trigger tracking updates, improving logistical efficiency.
• On-Site Service Visibility: Gain comprehensive visibility into your service requests and monitor their progress through structured workflow tabs.

PartSource Platform Overview 

• Full transparency and 360-degree visibility into parts, repairs, and service orders available 24/7/365 online.
  

Order Tracking Navigation 

• Access through the My Account menu → Orders in the upper right corner of the screen.
  

Permission-Based Visibility Controls  

• "Only Me" toggle switch controls whether users see only their orders or the entire organization's orders, beneficial for managers and centralized administrators.
  

Order Status Tabs Structure 

• Awaiting Approval tab displays orders pending manager approval (organization-dependent feature).
• Order tab shows placed but unshipped orders with the View Details option.
• Ship tab displays shipped orders with tracking information and carrier website links.
• Deliver tab shows orders delivered within the past two business days with check-in and return options.
  

Order History Management  

• After two business days, delivered orders move to the order history accessible via the "View All Orders" link.
  

Advanced Order History Features  

• Complete history viewing with on-screen filtering tools, column customization via the Settings icon, and Excel export capability.
  

Depot Repair Tracking  

• Accessed through the My Account menu → Repairs with the same permission controls as parts orders.
  

Depot Repair Workflow Tabs  

• Initiated tab for placed but unsent repair orders.
• Shipped Outbound tab for sent but vendor-unreceived repairs.
• Evaluating tab for vendor assessment phase (Flat Rate orders skip this).
• Quoted tab for repair quotes with accept/decline options (Flat Rate orders skip this).
• Repairing tab for active vendor work.
• Shipping Inbound tab with carrier tracking for completed repairs.
• Delivered tab for repairs received within the past two business days.
  
  

Prepaid Shipping Integration   

• All depot repairs include prepaid labels mapped to PartSource for automatic tracking updates.
  

On-Demand Service Tracking    

• Accessed through the My Account menu → On-site service with organizational visibility controls.
  

On-Site Service Workflow Tabs   

• Initiated tab for placed but unquoted service orders.
• Quoted tab for service network quotes with review and accept/decline options.
• Awaiting Approval tab for orders pending manager approval (organization-dependent).
• Open Service Event tab for scheduled/in-progress services with completion date information.
• Work Completed tab for finished on-demand services.
  

Service Provider Details   

• View Details option provides information about assigned service providers for on-demand services.