Function Key Explanations |
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Toggle View - moves the columns further right to view more details about the Pick List |
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Delete selected Pick List |
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Print selected Pick List |
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Toggle Sticky - this allows the Pick list to be used over and over through the invoice and to create an order |
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Convert selected Pick List to an order |
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Refresh current view |
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View included parts on selected Pick List |
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Description menu for columns shown |
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Edit Pick/Kit Manager - you can edit information for the selected Pick List |
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Clear field |
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Exit screen |
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This option allows you to pull in a Parts list created in one of our Cataloging interfaces (i.e. Pal, PartSmart, KubotaLink, etc) and reclassify them in various ways:
Make the list an order
Change the Manufacturer
Save the list so that it is always available to pull into an invoice.
Select Parts Inventory Menu>>Admin>>Pick/Kit List Manager
Type in your Salesperson Password
A list of pick lists that have been created in catalog interfaces and transferred to the Business System will appear.
Highlight the list you wish to work with.
Once the list is highlighted use the function keys at the bottom of the screen to complete the task you desire.
Make the List an Order
While in the Pick/Kit List manager screen, press to change the "S" column to a "Y".
Then press F6 to save your order number.
Select Parts Inventory Menu>>Processing>>Stock Order /Parts Return Modify
Press F5 to look up the order number.
Since the line was flagged STICKY, (step 1) the pick list is still available to pull into an Over the counter invoice and an order with the same parts has been created.
Create your own Kits
After entering the password, press enter.
Type in a name for the new kit.
Enter information, a Mfr-Sup is required.
Enter in parts for the kit, it can go across manufacturers. Decimal quantities can also be entered. Part number are saved automatically.
This can be used in over the counter and work orders by pressing F6 from the part transaction area.
The fields on the Pick/Kit List:
T - Type (P) for picklist or (O) for order
Order Number = Order
OT - Order Type
P = Processed
MLC - Mfr Look Up Code
LOC = Location
S+ Sticky or Save