Supply Parts or Materials Without a Visit

For admins and office staff · Updated 30 Sep 2026

Sometimes the work is only the parts: a customer buys a fan motor or a length of pipe and fits it themselves, or collects it from the shop. A Supply Only job carries those parts from the shelf to an invoice without a technician, a booking or a visit.

Raising It

On Jobs, choose New Job and pick the Customer.
Set the Job Type to Supply Only. The form drops the sections a visit needs (licences, on-site details and booking).
Give it a Title, such as "Replacement fan motors for Coolroom 2", and add What You're Supplying if there's more to say.
Choose Create Job.

It stands in the Jobs board's first lane with Supply Only on its ticket, and the board's count reads "to Supply" instead of counting it as needing a tech. It stays out of Waiting on the Schedule, and out of the Dashboard's and Reports' counts of jobs with no technician or date.

Adding the Parts

Open the job's Materials tab and start typing the part. Picking a stocked part from the list fills its cost and sell price and, when it's in stock somewhere you can take it from, shows Take From with each place and how many it holds there.

On a supply-only job, Take From starts at the place holding the part (a warehouse before a van). Choose Take From Stock: the part comes out of that place's stock, goes on Inventory's ledger as Issued to Job, and joins the job's lines in the same save.
Choose Not From Stock to record the line only, for a part delivered straight from the supplier, say.
Deployr shows how many are on hand, and says so if taking more would leave that place below zero. It still lets you take them.

Removing a line taken from stock doesn't put the part back. To return it, use Move Stock on Inventory and record a Return to Stock.

Parts You Need to Order In

Raise the order from the job's Purchasing tab with Raise PO. Once the order is sent, the job is held for parts. When they arrive, Receive Goods on the order puts what arrived straight onto the job's Materials, in the same save:

Each line comes in at the order's cost plus a default markup: the customer's own price book's if they have one, else the ordering supplier's price book's, else your default price book's. With none of those it comes in at cost.
A part linked to your inventory and delivered to the warehouse or a van goes into stock and straight back out onto the job, so Inventory's history shows both. Delivered to the site or the customer, it never touches stock.
Every line from an order is marked for you to check. On the Materials tab, change its sell price if it needs it and choose Price Checked. Until then, the job's invoice panel says how many are waiting.

Then bring the job back with its next step, and choose Mark Supplied once the customer has the parts.

Supplying and Invoicing It

When the customer has the parts, choose Mark Supplied. The job moves straight to your first Done status, Work Completed unless you've renamed it.
Choose Create Invoice. The invoice carries the job's materials, and anything else on it, as for any job.

Marking a supply-only job supplied doesn't send the customer the "job completed" email, since nobody went to the site. They hear from the invoice.

Nothing needs booking. If someone delivers the parts, you can still put a date on the job with Edit, and Mark Supplied stays its next step.

If You Never Supply Parts on Their Own

Supply Only is one of the built-in job types, and it joins a list your business saved before it was added. To take it off the list, remove it under Settings → The Business → Job Statuses and Types and choose Save Job Statuses and Types. It stays off.