Parts list

You can add parts to your database so that they are available to add to estimates, repair orders, and counter sales. Refer to Creating parts records to add parts to the Parts list.

The Parts list displays all the parts you have entered in your system using the default search criteria. The default search by settings can be changed on the Preference tab of the company setup window.

To access the Parts list:

From the Inventory shortcut bar, select Parts.

Result: The Parts list displays.

Note:

When the Parts list displays the default search criteria is set to the value (Part Number or Description) defined on the Preferences tab of the company setup window.

Clicking on a column header will sort the list by the selected column.

Tip: To locate parts based on specific content in the Cost and Retail columns, click in the first record in the column and then type $ followed quickly by the numbers you want to locate.

When the $ is entered the $ in the selected field is highlighted in yellow.

If more than 2 seconds elapse between digits, the search expires.

To search for a part in the Parts list:

In the Search By drop-list, select Part Number or Description.
Type an alphanumeric character in the search by text box.

Note: Part # and Description information entered in the search criteria field is used to pre-fill the corresponding field when you add a new part.

In the Filter By drop-list, select Show All, Manage, OEM, or All Available Aftermarket Catalogs.

Result: The window updates and displays items that match the Filter By criteria sorted by the column selected in the Search By list and with the first matching entry highlighted.

Note: When the filtering is complete, the status bar at the bottom of the window shows Done and the number of matching records found.

The following buttons are available to perform the corresponding function:

Parts/ Catalogs	New	Edit	Delete
Refresh			Close

Note: Buttons are not activated if the criteria for the task associated with the button are not met. For example, you must have parts in the list before the Edit button is activated.

$images\CHICKLET.gif$ For more information, you can view the Creating and Adding Inventory video from the MANAGE SM menu at help > Video Tips > Working with Inventory, Vendors and POs > Creating and Adding Inventory.