Parts Information

Begin typing in a part number and it will do an embedded lookup.

 

Pressing F4 from this field will tell you how many parts records in total are in the system.

Enter the 30 character description of the part.

Enter up to 8 characters for a short description of the part.  This is used for a quick reference or lookup.  This is also what appears on Point-of-Sale invoices.

You may create different categories that identify pricing and ordering information about classes of parts.  If you want this part's pricing to be determined by the category settings, then enter it in this field or press F2 for a pop up list.

Enter the current inventory count.

The quantity entered in this field places an upper limit on the amount you want to keep in this bin.  The system will not automatically maintain/order an on-hand quantity greater than the Full Bin Quantity.

Enter the number of days (1-365) you want the system to use when an automatic order is generated.  If the field is left blank, then the value determined at the time of ordering will be used unless the part's pricing category or mfr/sup has been assigned a value in the days of supply field.

This acts as a per job requirement so that you have in stock the multiple quantity amounts needed to complete jobs expected for the time period you are ordering.

This is the measured weight of the part.  If the Manufacturer price book you purchase has this information, the weight field will be updated when you apply the price book to your inventory.

Enter (Y)es and sell this part in decimal quantities, otherwise enter (N)o.

This is descriptive and it is the method that you would sell the item. The on hand quantity should always be in the same unit of measure as this field. The pricing should also be in this unit of measure.

Enter the unit of measure used to order the part.  (i.e. you may order oil in barrels but you sell it by the quart, liter, or other measurement.)  

When ordering, this field determines what is used as the order quantity when an order is submitted.  

(E)ach = Number of units ordered

(P)ackages = Number of packages ordered

 

 

These are descriptions, up to ten (10) characters, identifying the physical location where the part is stored.  

Enter (Y)es to order  this part in decimal quantities, otherwise enter (N)o. Both the flag Inv/Sell in Decimals must be set to Y as well as this flag.

 

Examples of parts is Hose it could be 1.5 feet of hose and 2 fittings.  Iron can also be received in decimal quantities.

 

If you sell this in a quantity other than 1 enter the quantity here. The on hand quantity should always be in the unit of measure that the part is commonly sold.

Enter the number of units in a package if you are ordering by a package.

Enter the minimum number of packages that can be ordered.

Example:

 

If the units per package is (10) and the minimum package order is 5 you must order in multiples of 50.

This field flags the status of each part according to the codes sent on the manufacturer's price book or identified by the user. If included on the price book, then it will be automatically updated based on the information sent by the manufacturer.

This field is used by many manufacturers to indicate whether a part will soon be obsolete, is replaced or active.  If the manufacturer includes this information on the price book, your inventory will be updated when you apply the price book to your inventory.  This field's information can be used in the ordering process as a filter.

There are several special status codes to which applicable parts are sometimes set.

AP - Automatic phaseout, is set when a system generated stock order is produced. Parts are set according to the month no sale flag set on either the mfg. or parts system information screens.

DP - Dealer phaseout, is set manually by the end user when there are parts that the end user feels is no longer necessary to re-stock

MO - Manually order is set by the end user when the control is done by the end user and not the system

NC - No Count, these parts are not on the management information summary.  Could be used for salvage parts where costs but not quantities need to be managed.

NS - New Stock, these parts have not been tested New parts added can have this delineation; This code can place on a part when added, and removed from a parts through stock order creation if the part has sold up through a certain threshold.

NOTE: All parts with anything in the special status field will not order through the system generated stock order.

Specific to manufacturer/supplier and can be used in the ordering process.

Leave blank unless you want to manually create a new, reman, core association.  

Click here to review Core Explanation

Used if you are going to use a number other than the part number as the bar code number.

Used if you are going to use a number other than the part number as the bar code number.

This field is automatically calculated based upon the information in the above fields on this screen.

This field determines if you are tracking this part number's sales history. Answering (Y)es will keep the sales history. Answering (N)o will keep the part number in inventory but will not maintain sales history information.

This field contains the date that the part's record was first created in inventory.

This field contains the date that this part number was last sold on an invoice.

This field contains the date this part number last went through a physical inventory count.

This field contains the quantity of this part number at the time of the last physical inventory count.

This value is calculated during the stock order process to determine what quantity level the part should reach before it should order enough to reach the Best Stocking Level.  It is recalculated at the time of the stock order based on the sales history and the ordering parameters.

If a number is placed in this field, the system will not use the Best Reorder Point that it calculates to determine the suggested order amount. It will use this manual input.

This value is calculated during the stock order process to determine the quantity that should be maintained in inventory based on sales history. The order quantity will be the difference between the Best Stocking Level and the current on-hand quantity at the time that the order is created.

If a number is placed in this field the system will not use the Best Stocking Level that it calculates to determine the best level of stock to maintain.  It will use this manual input.

This field specifies whether or not a part is ordered from a supplier that is not local to your company's area. Answering (Y)es means the part is ordered locally, answering (N)o means it is ordered from elsewhere.

This field contains the date that this part was last put on an order.

This field contains the most recent order number on which this part was included.

This field contains the quantity of this part that was last ordered.  

This field contains the date that this part number was last receipted on an order.

This field contains the quantity that was last receipted on an order.

Enter the number of days prior to the beginning month for orders to be considered.

This is the first month of the sales season.

This is the last month of the sales season.

Enter the number of days after the ending month for orders to be considered.

This field is populated from the Manufacturer price book if it contains the information in the parts price file.  This field is open allowing the end user to input data.   

Marketing Code -This is a commodity code that supports the Parts Marketing Potential and Sales/Ordering Reports

This field is populated from the Manufacturer price book if it contains the information in the parts price file.  This field is open allowing the end user to input data.   

Product Line - Identifies the Product Line for the part.

This field is populated from the Manufacturer price book if it contains the information in the parts price file.  This field is open allowing the end user to input data.   

Promo ID - Identifies the Marketing Promotion the part is available to order on.

 

This field is populated from the Manufacturer price book if it contains the information in the parts price file.  This field is open allowing the end user to input data.   

Mfr ID - Original Manufacturer ID

 

This field is populated from the Manufacturer price book if it contains the information in the parts price file.  This field is open allowing the end user to input data.   

DS Cost - Direct Ship Cost

 

There are some CNH parts that have both Depot and DirectShip costs.  If an end-user orders always DirectShip, then set this to “Y” so when the  CNH price book is applied, it uses this cost for cost instead of the Depot cost. This is only in effect when the parts marketing code is B.

This field contains the typical retail, marked-up price used for most customers.

This field contains the Manufacturer's Suggested Retail Price.

This field contains the price used for wholesale customers. This is normally a class of customers who receives special pricing due to their volume of purchases, etc. This is normally a percentage above Cost or a percentage below List price.

This is the price used for warranty part sales.  This price is usually a percentage above Cost or a percentage below List price.

This is the manufacturer's official sales price to the dealer before any special discounts.

This is the average of the value of items purchase cost and the average cost of existing items.

Press SF4 to edit these fields.  Parts fees are designed to allow for automatic billing for things that are associated with certain parts. Setting up parts fees here will automatically add the fees to the invoice when you sell this particular part.  

This field identifies the amount used as the base from which the Retail Price will be calculated. This is either (C)ost or (L)ist.

 

The percentage that will be used to calculate the Retail Price above or below either Cost or  List. It can be a positive or negative.

This field identifies the amount used as the base from which the Wholesale Price will be calculated. This is either (C)ost or (L)ist.

 

The percentage that will be used to calculate the Wholesale Price above or below either Cost or  List. It can be a positive or negative.

This field identifies the amount used as the base from which the Warranty Price will be calculated. This is either (C)ost or (L)ist.

 

 

The percentage that will be used to calculate the Warranty Price above or below either Cost or  List. It can be a positive or negative.

You can create customer pricing methods unique to a part number by settings its own method and using an up or down percentage.

This is the date when the promotional sale begins.

This is the date when the promotional sale ends.

Enter the code identifying if the promotional pricing calculation will be based on a percentage above (C)ost, below (L)ist, or below (R)etail.

Enter the percentage that will be used for the promotional pricing calculation. It can be positive or negative.

If this field contains an (A), then the part number is always taxable, even for customers that are normally not taxable.

This field determines whether or not this part can be discounted when a discount is on a ticket.

When applying a manufacturer's price book to your inventory, you have the ability to stop it from changing your replacement cost on this particular part. Enter the letter to freeze against an (I)ncrease, (D)ecrease, or (B)oth.

When applying a manufacturer's price book to your inventory, you have the ability to stop it from changing the List Price on this particular part. If you want to do this, enter the letter to freeze against an (I)ncrease, (D)ecrease, or (B)oth.