Parts Forecast

The Parts Forecast helps you figure out what consumable parts you'll need before your next round of service visits — so you can stock the van and avoid the "sorry, we have to come back" call.

Access it from the Parts Forecast link in the sidebar (Service Manager and Admin).

Forecast Modes

Worst-Case

Shows every consumable part for every asset whose customer has a service due in the selected date window. If any component could be due, it's on the list. Use this when you'd rather over-prepare than risk a stockout.

Smart

Only shows parts whose components are actually predicted to be due, based on service history and runtime hours. The list is shorter and more targeted — useful when you're planning a tight stock order.

Reading the table

Each row represents a part needed for a specific asset. Columns include:

• Part — the catalog item, with a verified badge if it's linked to QuickBooks inventory
• Part Number — the catalog part number
• Asset / Customer — which asset and customer need it
• Qty Needed — how many units to bring
• Stock — current on-hand stock pulled from QuickBooks (OK / Low / Stockout / No data)

Click any row to expand the per-asset breakdown showing which components are driving the demand.

Stock status badges

Stock badges only appear when a part is linked to a QuickBooks inventory item. See Integrations to set that up.

Like Parts (pooled inventory)

Sometimes you stock the same part under different part numbers — a house brand and an OEM equivalent, for example. Like Parts groups let you tell NORDVEST that these items are interchangeable.

When parts are grouped, the forecast pools on-hand and on-order inventory across all members of the group. If one item is technically at Stockout but a peer in the group has enough stock to cover demand, the status clears. A "Shared pool short" badge appears when the group's combined demand exceeds combined on-hand across all members.

To set up a Like Parts group: go to Parts Catalog → [part name] and use the Like Parts section on that page.

Parts Catalog

The parts catalog (under Assets → Parts) is where all your catalog items live. From there you can:

• Search and filter by name, part number, or manufacturer
• Filter by Inventory status — All, Linked (has a QuickBooks link), or Unlinked
• Filter by Usage — All, Used (on at least one component or service material), or Unused
• See on-hand stock and the QuickBooks verified badge next to linked items
• Manage Like Parts groups per item

Tips

• Connect QuickBooks first — Stock badges only show once inventory is synced. See Integrations.
• Link your parts — After connecting QuickBooks, review the Parts ↔ Inventory mapping in Settings → Integrations to confirm auto-suggested links.
• Use Smart mode for ordering — Worst-Case is conservative; Smart mode gives you a tighter list when you're not trying to over-stock.
• Group interchangeable parts — Like Parts groups prevent phantom stockouts when you carry equivalent parts under different numbers.