Part 5: Adding and Editing Parts
Parts can be added to the Work Document from:
Manual part entry
Note: Using this method will not automatically apply a parts markup.
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To learn how to enable markup pricing, see Pricing.
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From the Work tab, select Add Job >> Inventory Parts.
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Enter a Part Number, Description and all other relevant information, then click Add to Document.
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Note: Clicking Add to Inventory instead will save the part directly to your parts inventory without adding it to the Work Document.
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A Supplier must also be selected in order to add the part to inventory.
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Click Done.
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Upon clicking Done, the part entered will add to your Work Document under a new job grouping.
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Clicking the + icon on the job grouping provides additional options to add to the Job.
Inventory Parts
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From the Work tab, select Add Job >> Inventory Parts.
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Enter a Part Number or Description >> click Search Inventory.
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Click the Check Mark icon for a part to add 1 part item, or...
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to add more than 1 of a specific item, click the Pencil icon >> change the Quantity >> click Update Document.
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Click Done.
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Upon clicking Done, the part entered will add to your Work Document under a new job grouping.
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Clicking the + icon on the job grouping provides additional options to add to the Job.
Quick Parts
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From the Work tab, select Add Job >> Quick Parts.
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Enter the Quantity for the parts that are needed >> click Done.
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Upon clicking Done, the part entered will add to your Work Document under a new job grouping.
The Parts and Labor Catalog
To learn how to add parts using the Parts and Labor Catalog, click HERE.
Parts can be edited from the:
Work Document
Making changes to part information on the Work document will only change the information on the current document.
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Click the Code (part number).
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Edit the following as needed:
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Description: Name of the part.
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Condition: Mark the part as Used, Reconditioned or Rebuilt.
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Bin: Location where the part is stored
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Technician: Select to assign a technician to the part.
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Cost: Enter a new cost. This is the price that you will pay from your parts supplier.
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Sell: Enter a new Sell price. This is the price your customer will pay.
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Markup: Click Apply Markup to adjust the Sell price based on the Markup set by the Supplier-Specific Price Matrix.
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Qty: Quantity of the part.
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Discount%: Add a discount percentage to the part.
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PTT (Product Tax Type): This determines how the item will be taxed.
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Sales Class: This determines how the item will be classified when paying taxes.
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Total (inc tax): Calculates the total by adding the Sell price, discount, and taxes.
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Margin: Displays the percentage of profit made between the cost price and the sell price of the part.
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Parts
Making changes to part information on the Parts screen will change the information throughout the program.
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Note: Parts can also be added from here.
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Click Setup >> Parts.
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To look up a part:
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Enter a Part No then click Find or...
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Enter a Description then click Search.
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Hint: To see your parts list, enter a % sign in the Description field.
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Click the green check mark associated with the part you want to edit.
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Edit the part information >> click Update.
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See Adding Parts to Inventory to learn more.
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