Maintaining a well-organized parts list with supplier-specific details is essential for workflows involving parts on jobs, purchase orders (POs), and supplier invoices. A comprehensive list reduces the need to manually check prices every time a part is needed for purchase. Descriptions, including manufacturer numbers, can align with either internal terminology or supplier descriptions. This setting allows you to import, add, edit, configure, archive parts, and download your parts list.
Viewing Parts and Prices
- Go to the profile icon > Settings > search or navigate via the left-hand "Categories" > Parts.
- View part name, manufacturer number, cost price, markup, and actions (configure, edit, delete).
- Use search and filter by category (if set up) and adjust entries shown via "Show entries" for easier navigation.
Adding a Part
- Go to Settings > Parts > Add a part.
- Enter all required fields and additional details > Save.
- For detailed input guidance, see the guide: Parts: Preparing your parts list and supplier prices
- For detailed input guidance, see the guide: Parts: Preparing your parts list and supplier prices
Configuring Parts
- Go to Settings > Parts > click 'Configure' for a part.
- Add supplier-specific details: Supplier, Supplier product code, and Supplier price.
- A part can have multiple supplier-specific configurations.
- Enter details > Select supplier from dropdown > Enter supplier product code and price.
- To delete a supplier record, click 'Delete' under 'Actions' if no longer needed.
- Once done, close the page using the 'X' in the top-right corner.
Editing Parts
- Go to Settings > Parts > click 'Edit' next to a part.
- Update the details as needed > Save.
Deleting/Archiving Parts (Irreversible)
- Go to Settings > Parts > click 'Delete' or 'Archive' for a part.
- Type 'Delete' to remove the part if unused.
- Type 'Archive' if the part is no longer in use but has previous records.
Error messages if unable to delete:
- Part is on order.
- Part is used in stocks.
- Part is requested for a job.
Advanced Options
Parts: Preparing your parts list and supplier prices
Parts: Import your parts list
Parts: Add/update supplier prices
Parts: Download your supplier prices as a CSV (spreadsheet)
Parts: Mass archive parts