This setting was previously called: Parts and prices.
Purpose: The main base part along with supplier specific details is important to various workflows such as parts on jobs, on PO's and supplier invoices. A well-maintained list reduces the need for prices to be checked each time they are required on a job to be purchased. Descriptions of part names with manufacturer numbers can meet either terminology for your users or are more in line with the supplier descriptions. This setting allows you to import, add, edit, configure and archive parts, and download your parts list.
Related guides:
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
Viewing parts and prices:
1. Go to the profile icon > Settings > use search functionality or navigate via the left-handed 'Categories' area > Parts
View part name, manufacturer part number, cost price, markup, and the actions configure, edit delete. Use search and filter by category (if categories and sub-categories have been set up) for the parts. Use the paging to navigate the list and change the number of entries that appear using 'show entries'.
Adding a part:
1. Go to Settings > Parts > Add a part > Enter all required fields and additional details > Save.
For further details on each input type and its purpose, reference the guide above: Parts: Preparing your parts list and supplier prices.
Configuring your parts
1. Go to Settings > Parts > click 'Configure' against a single part. Part can be configured with suppliers specific details Supplier, Supplier product code, and Supplier price. A part can have many supplier specific details configured.
For further details on each input type and its purpose, reference the guide above: Parts: Preparing your parts list and supplier prices.
2. Enter all required fields > click on the dropdown arrow under Supplier > search and select the supplier name > enter supplier product code > enter supplier price.
3. Delete any record not requiring these items Under the 'Actions' box', click delete, if a record is no longer required.
4. Once all required details are entered, hit the 'X' in the top right corner to close the page.
Editing Parts
1. Go to Settings > Parts > click 'Edit' against a single part > add and updated details > Save.
Deleting/Archiving - Deletion/Archiving is irreversible
1. Go to Settings > Parts > click 'Delete' against a single part > type 'Delete' > click Delete if the part was not used OR type 'Archive' > click Archive if the part was used but not currently in use.
Error warning if a part can not be deleted:
- You cannot delete/archive this part as the part is on order.
- You cannot delete this part because its used in stocks.
- You cannot delete/archive this part as the part is requested for a job.
Advanced Options - Refer to related guides above
1. Import your part lists
2. Add/update supplier prices
3. Mass archive parts
4. Download your supplier prices as a CSV (spreadsheet)