Parts received, not sold
See every part that came in for a customer and hasn't been billed, how long it has waited, what it's worth and how many days are left to send it back, and get it sold or returned before the vendor's window ends.
A part you ordered for a customer is money on a shelf until the ticket is billed. If it sits too long, the vendor's return window ends and it goes back for a fraction of what you paid, or not at all. Received, not sold lists every one of them, closest return deadline first.
Open Parts & Inventory → Special Orders and choose the Received, not sold tab. The tab shows how many parts are waiting, and a red N expiring when any return window ends within 7 days. A reserved part whose window ends within 7 days also counts in the Special Orders badge in the sidebar (parts that arrived but aren't reserved already did).
What's on the list
Every part that arrived for a ticket that isn't billed yet: reserved to the ticket (Arrived · reserved) or not (Arrived · not reserved). Parts no ticket needs any more, once they've arrived, are here too (No longer needed). A part leaves the list when its ticket is invoiced, or when Parts decides what happens to it.
| Column | What it shows |
|---|---|
| Part | Part number, description and quantity, and where it stands |
| Ticket | The ticket, its status, the customer and the advisor |
| Return | Days left to send it back, for example "5 days to return · Return by Mon 10/13". Red when 7 days or fewer are left. "Return window closed" when it's past. |
| Waiting | Days since it arrived, and the day it arrived |
| Vendor cost or Sells for | What it's worth. People who can see vendor cost see what you paid; everyone else sees what the ticket charges for it. |
| Vendor | The vendor and the PO it came in on |
Days are counted in your shop's time zone. The return window is the vendor's own terms for the part's category, or the vendor's terms for everything else. Set them on the vendor's page.
A part whose vendor has no return terms on file says "No return terms", and Meridian can't warn you before it's too late to send it back. The list names those vendors at the top, with a link to set their terms.
Totals and filters
The tiles across the top are totals, and each one is a filter: tap it to show only those parts, tap it again to show everything.
- Return ends within 7 days — the parts to deal with this week, and what they're worth.
- 0–14 days, 15–30 days, 31–60 days, Over 60 days — how long parts have waited.
Vendor and Customer narrow the list and the totals. The location switcher at the top of the app picks the store.
Get it sold or sent back
- Tell customer sends the customer a message that their parts are in, listing what arrived for their ticket. It uses your wording from Settings → Customer emails & texts ("Your parts are in"), by email or, when the customer has agreed to texts, by text.
- Call — the customer's number is on the row; tap it to call.
- Open the ticket to bill it, or to remove the line if the customer doesn't want the part. Removing it asks what happens to the part (see When a ticket no longer needs a part).
- Decide on No longer needed — for a part no ticket needs, go to that tab to keep it as stock or return it to the vendor.
Putting it on a stock shelf
A part that came in for a customer isn't stock. If you give it a bin, or mark the part Stocked, while it's still waiting for a ticket, Meridian asks first: "Shelve it as stock?", with which ticket it came in for and that, once it's on a stock shelf, it can be sold to someone else. Choose Shelve as stock anyway to go ahead. Your answer is recorded in the part's and the ticket's history.
When you receive a PO line that has no catalog part yet and was ordered for a ticket, the part it creates is not stocked, the same as parts ordered through PartsTech. A line on a stock order is created stocked, as before.
Reports and Foreman
Special orders are in the report builder and Foreman as Special orders: status, the ticket and part, the PO, quantities, and when each was placed, ordered, received and billed. You can ask Foreman, for example, "special-order parts received but not sold in the last 2 weeks". Days left to return are on this tab only.
Foreman's morning insights include Special-order parts received but not sold: parts that arrived more than two weeks ago and are still on an open ticket, at vendor cost. Only people who can see vendor cost see it.
Special orders
Order a part for a ticket, read its status on the line, receive it into the ticket's reservation, let Waiting Parts clear itself when the parts are here, and decide what happens to a part the ticket no longer needs.
One-time parts
Parts you typed in by hand and bought for one customer stay out of your parts list. Find them when you need them, keep one as a catalog part, and know when Meridian archives them.