Order Parts and Generate Parts List in ShopPak

Email the Parts List directly to a parts supplier, with the flexibility to choose which parts get generated in the Parts List. You can also include a personal note that is sent in the email body, along with the parts list PDF attachment.

Note: You must have a license for ShopPak for Mitchell Cloud with permissions to convert an opportunity to a repair order.

1. Do one of the following:

• From an estimate in Mitchell Cloud Estimating, click Estimate in the navigation pane, and then click Order Parts at the top of the page.
• From the Job Overview page, click Order Parts or Parts Ordered on the Parts Order card.

2. Click Print/Share.

   

3. Select Email. The Preview Parts List Email window appears.
4. The email address from your supplier settings auto-populate. Enter additional recipients email in the To field. Add additional emails separated by a comma.

   

   Tip: Click Preview PDF to toggle to the parts list document or click Preview Email to preview the email. You can also click the magnifying glass icons in the body to zoom in or out on the document view.
   

5. The subject lines defaults to Parts List [Vehicle Year, Make, and Model]. You have the option to change the subject line in the Subject field.
6. Enter additional text for the body of the email in the Personal Note (Optional) box as needed. This content appears above the Parts List in the message body.
7. Select the parts you want to include in the Include in Parts List.
8. Clear or select any of the following check boxes:

• Show Parts List in Message Body: Include the selected parts in the body of the email.
• Send me copy of email: Copy yourself on the email to confirm the email was sent.

9. Click Preview PDF or Preview Email to change your views and proofread before sending.
10. Click Send.

Note: Emails are sent from NoReplyPartsOrdering@Mitchell.com. Recipients cannot reply directly to your email. You may want to copy yourself on emails for your records.

Expand or collapse all parts on the Parts Order page to view a list of orders more easily. When you exit the Parts Order page, orders are set to expanded view.

1. On the Job Overview page, click the Parts Ordered card.

2. Do one of the following:

• Click Collapse All to hide order details and show a list of orders.

  

• Click Expand All to show all order details and parts.

  

Expand or collapse order details by supplier on the Parts Order page to view orders more easily. When you exit the Parts Order page, orders are set to expanded view.

1. On the Job Overview page, click the Parts Ordered card.

2. Do one of the following:

• Click the arrow next to the supplier name to hide parts for that supplier.

  

• Click the arrow next to the supplier name to show parts for that supplier.

  

Use the Part Type filter on the Parts Order page to better view and manage Ordered and Not Ordered parts. Parts can be filtered by part types like New, Qual Recycled Part, Aftermarket New, and more.

The Parts Type filter only lists the type of parts that appear on the Parts Order page for the related job. This shortens the list in the feature to only relevant parts types added for the related job.

1. On the Job Overview page, click the Parts Order card.

2. On the Parts Order page, do one of the following:

• In the Not Ordered section, click next to Part Type

• In the Ordered section, click next to Part Type

3. In the Part Type Filter list, select the part type.

   

4. To clear the filter, click next to Part Type, and then click All Parts.

The Parts Order page excludes sublet lines and only shows part lines. Parts lines are marked as hidden if those parts lines include labor operations other than Remove and Replace (R&R). This feature makes ordering parts easier as there are no parts you need to sublet in the parts list.

Use the Show Hidden toggle on the Parts Order page to control if non-R&R parts lines appear.

1. On the Job Overview page, select the Order Parts card.

2. On the Order Parts page, do one of the following:

• Turn on the Show Hidden toggle to show non-R&R parts lines.

  

• Turn off the Show Hidden toggle to hide non-R&R parts lines.

  

Note: Mitchell Cloud Repair license required: To view hidden parts lines you must be licensed for Mitchell Cloud Repair and have Manage Parts access. Contact your Sales Representative if you need to purchase this feature.

Use the Estimated delivery date to assign dates at the part level for any ordered part. This feature allows you to have different order dates on certain parts without impacting the delivery dates on the rest of your order. Part-level updates to Estimated Delivery Date are automatically sent from OEC dealers.

The following visual cues identify if your delivery dates match the OEC dealers'.

• Check mark : Delivery date matches dealer’s date.

• No check mark: Your date may be different than the OEC dealer's date, either during order fulfillment or since order fulfillment.

• Orange warning icon: The dealer's delivery date is later than your requested delivery date at the time of order.

Tooltips appear with descriptions when you click or hover over the icon.

1. Open a Repair Order with ordered parts.

2. On the Job Overview page, click the Parts Order card.

3. In the Ordered Parts section, click the calendar icon next to the delivery date.

   

4. Select a new date in the Calendar window.

5. Click Submit Order.

Cancel any number of parts within a given purchase order, from any parts supplier. The parts supplier receives an email with your cancelled order. The email includes a PDF of the cancelled parts with the email. Parts can be re-ordered from the same or different parts supplier.

1. On the Job Overview page, click the Parts Ordered card.

2. On the Parts Order page, do one of the following:

• Click the check box next to All Parts to cancel all parts in the order.

• Click the check box next to the specific part you want to cancel.

• Click the check box next to All PO(s) to cancel all orders for all previous orders for this vehicle.

3. Click Cancel Part(s).

   

4. Review the cancellation information in the Preview Cancellation Email window.

5. Do any of the following optional steps:

• Add additional email recipients in the To field if needed.

• Modify the email subject in the Subject field if needed.

• Enter a reason for the cancellation in the Personal Note (Optional) field if needed. Text entered here appears at the top of your cancellation email.

• Click the check box next to Send Me Copy Of Email to copy yourself on the email.

6. Click Submit Cancel. Cancelled parts appear in the Not Ordered section on the Parts Order page if you need to reorder cancelled parts.

Download the Parts List from an estimate and save as a PDF for your records.

1. Do one of the following:

• From an estimate in Mitchell Cloud Estimating, click Estimate in the navigation pane, and then click Order Parts at the top of the page.
• From the Job Overview page, click Order Parts or Parts Ordered on the Parts Order card.

2. From an estimate in Mitchell Cloud Estimating, click Order Parts at the top of the page.
3. Click Print/Share.

   

4. Select Download (PDF).
5. Select the parts you want to include in the PDF in the Include in Parts List.

   

6. Click Download. Follow the prompts to download to your computer.

You can print the Parts List directly from the Parts Order page, and choose which parts should appear on the printed parts list before printing.

1. Do one of the following:

• From an estimate in Mitchell Cloud Estimating, click Estimate in the navigation pane, and then click Order Parts at the top of the page.
• From the Job Overview page, click Order Parts or Parts Ordered on the Parts Order card.

2. Select Order Now for the parts you want to include on the printed Parts List. You can select each part individually or select the box at the top of the list to select all.
3. Click Print/Share.
4. Click Print.

   

5. Select the parts you want to include in the Include in Parts List.
6. Click Print.
7. The Parts List page opens as a PDF in your browser. Click the Print in the Preview window (browsers may vary).