ITrack/Enterprise/Part Management Screen - Revision history

Codeman: /* Replenishable Tab */

2015-01-22T15:00:06Z

Replenishable Tab

← Older revision		Revision as of 10:00, 22 January 2015
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	is washers and the Buy Package Quantity is 500, then checking the Purchase Factor checkbox will make the PRINTED PO for		is washers and the Buy Package Quantity is 500, then checking the Purchase Factor checkbox will make the PRINTED PO for
	1,000 washers show a quantity of 2, while the system value will still be 1,000 quantity.		1,000 washers show a quantity of 2, while the system value will still be 1,000 quantity.

			'''Safety Stock''' can more or less be ignored. The main fields you will want to pay attention to when reordering a replenishable part are Minimum Quantity and Stocking Point (the amount of this item you would regularly like to have on hand). Once those fields are filled out you can use the Inventory Overview screen to suggest new orders.

			One more thing you should check is that '''Stock Method''' should be set to Min/Max. If that field is set to Min/Max then it can be reordered, if it is set to None then it can not be reordered, and the field History is still under development at the moment.

	[[Category:ITrack/Enterprise]]		[[Category:ITrack/Enterprise]]

Jmckinstry: /* Replenishable Tab */

2014-10-07T20:49:39Z

Replenishable Tab

← Older revision		Revision as of 15:49, 7 October 2014
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	Once you hit the '''VP''' button beside the part number field, ITrack Enterprise will take you to the Inventory Overview		Once you hit the '''VP''' button beside the part number field, ITrack Enterprise will take you to the Inventory Overview
	Screen and fill in the related information so that it is quick and easy to reorder parts from a vendor.		Screen and fill in the related information so that it is quick and easy to reorder parts from a vendor.

			'''Purchase Factor''' is used to denote if the Buy Package quantity is a single unit to the vendor. In example, if the part
			is washers and the Buy Package Quantity is 500, then checking the Purchase Factor checkbox will make the PRINTED PO for
			1,000 washers show a quantity of 2, while the system value will still be 1,000 quantity.

	[[Category:ITrack/Enterprise]]		[[Category:ITrack/Enterprise]]

Codeman: Made the pictures a bit more reasonable

2010-04-05T16:30:10Z

Made the pictures a bit more reasonable

← Older revision		Revision as of 11:30, 5 April 2010
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	[[Image:Enterprise_PartMngtScreen_pic1.png~~\|thumb~~\|center~~\|700px~~]]		[[Image:Enterprise_PartMngtScreen_pic1.png\|center]]


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	[[Image:Enterprise_PartMngtScreen_pic2.png~~\|thumb~~\|center~~\|700px~~]]		[[Image:Enterprise_PartMngtScreen_pic2.png\|center]]


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	[[Image:Enterprise_PartMngtScreen_pic3.png~~\|thumb~~\|center~~\|700px~~]]		[[Image:Enterprise_PartMngtScreen_pic3.png\|center]]


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	[[Image:Enterprise_PartMngtScreen_pic4.png~~\|thumb~~\|center~~\|700px~~]]		[[Image:Enterprise_PartMngtScreen_pic4.png\|center]]


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	[[Image:Enterprise_PartMngtScreen_pic5.png~~\|thumb~~\|center~~\|700px~~]]		[[Image:Enterprise_PartMngtScreen_pic5.png\|center]]


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	[[Image:Enterprise_PartMngtScreen_pic6.png~~\|thumb~~\|center~~\|700px~~]]		[[Image:Enterprise_PartMngtScreen_pic6.png\|center]]


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	[[Image:Enterprise_PartMngtScreen_pic7.png~~\|thumb~~\|center~~\|700px~~]]		[[Image:Enterprise_PartMngtScreen_pic7.png\|center]]

Codeman: Adding a juicy tidbit of information

2010-04-05T16:16:04Z

Adding a juicy tidbit of information

← Older revision		Revision as of 11:16, 5 April 2010
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	*GL Category - How this item should be categorized (New Part, Labor, Dirty Core, etc).		*GL Category - How this item should be categorized (New Part, Labor, Dirty Core, etc).
			* Auto-assign GL - When this is checked it will automatically assign the GL Category based on Vehicle, Manufacturer, or Vendor; when this box is unchecked you can set the GL Category to whatever you want.
	*Core Item - The core item that this part came off of.		*Core Item - The core item that this part came off of.

Daytonlowell: /* Images and Attachments */

2009-11-12T17:55:20Z

Images and Attachments

← Older revision		Revision as of 12:55, 12 November 2009
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	attach. Double clicking on the list of attachments or clicking on the '''Open''' button will open up the attachment so that		attach. Double clicking on the list of attachments or clicking on the '''Open''' button will open up the attachment so that
	you can see it.		you can see it.

			The '''Pub.''' column defines if a particular image will be displayed on web. If the check box next to the image it is not checked, it won't be displayed on the web but will still be viewable in ITrack.

	===Miscellaneous Options of the Advanced Tab===		===Miscellaneous Options of the Advanced Tab===

Codeman: Made the page more prettier.

2009-11-09T18:14:39Z

Made the page more prettier.

← Older revision		Revision as of 13:14, 9 November 2009
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	==Part Management Screen==		==Part Management Screen==


	{{Tip\|ITrack includes numerous fields to track many aspects of your inventory and your business. Not all fields are required. Fill out the information you deem necessary and save at any time. If you are missing required information, ITrack will notify you with a pop up box.}}		{{Tip\|ITrack includes numerous fields to track many aspects of your inventory and your business. Not all fields are required. Fill out the information you deem necessary and save at any time. If you are missing required information, ITrack will notify you with a pop up box.}}


	Another way to add parts is in the ''Part Management Screen''. There are two main reasons to add parts from this screen		Another way to add parts is in the ''Part Management Screen''. There are two main reasons to add parts from this screen
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	When you click on '''Enter Parts''' from the ''Vehicle Management Screen'', the vehicle information about the part will		When you click on '''Enter Parts''' from the ''Vehicle Management Screen'', the vehicle information about the part will
	automatically fill in.		automatically fill in.


	[[Image:Enterprise_PartMngtScreen_pic1.png\|thumb\|center\|700px]]		[[Image:Enterprise_PartMngtScreen_pic1.png\|thumb\|center\|700px]]


	==Adding a New Part==		==Adding a New Part==
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	==Part Information Tab==		==Part Information Tab==


	[[Image:Enterprise_PartMngtScreen_pic2.png\|thumb\|center\|700px]]		[[Image:Enterprise_PartMngtScreen_pic2.png\|thumb\|center\|700px]]


	The first tab on the ''Part Management Screen'' is ''Part Information''. From this screen you can fill out all of the basic		The first tab on the ''Part Management Screen'' is ''Part Information''. From this screen you can fill out all of the basic
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	*Standard - the default part type. This is the type you would choose if a part came off of a vehicle.		*Standard - the default part type. This is the type you would choose if a part came off of a vehicle.
	*Miscellaneous - This is the type you would choose if an item did not come off of one of your vehicles, for example: if you		*Miscellaneous - This is the type you would choose if an item did not come off of one of your vehicles, for example: if you purchased the item at an auction.
	purchased the item at an auction.
	*Replenishable - This is an item that you would like to constantly keep in stock. For example: gasket kit		*Replenishable - This is an item that you would like to constantly keep in stock. For example: gasket kit


	{{Tip\|If the part you are entering is from a vehicle you entered, some of the information such as Make and Model will already be filled out for you.}}		{{Tip\|If the part you are entering is from a vehicle you entered, some of the information such as Make and Model will already be filled out for you.}}


	===Vehicle Information===		===Vehicle Information===
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	==Advanced Tab==		==Advanced Tab==


	[[Image:Enterprise_PartMngtScreen_pic3.png\|thumb\|center\|700px]]		[[Image:Enterprise_PartMngtScreen_pic3.png\|thumb\|center\|700px]]


	The ''Advanced'' tab allows you to enter more information about your parts. From this tab you can view locations for the		The ''Advanced'' tab allows you to enter more information about your parts. From this tab you can view locations for the
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	will need to navigate to where your image is stored. Once you have found the image, double click on it (or hit the		will need to navigate to where your image is stored. Once you have found the image, double click on it (or hit the
	'''Open''' button) and it will be associated with the part. The image you just selected will now show in the preview box.		'''Open''' button) and it will be associated with the part. The image you just selected will now show in the preview box.


	{{Tip\|You many enter an unlimited number of images and attachments for each part.}}		{{Tip\|You many enter an unlimited number of images and attachments for each part.}}


	You can view the image, delete it, or email it by clicking on the respective button associated with those actions.		You can view the image, delete it, or email it by clicking on the respective button associated with those actions.
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	==Question & Answer Tab==		==Question & Answer Tab==


	[[Image:Enterprise_PartMngtScreen_pic4.png\|thumb\|center\|700px]]		[[Image:Enterprise_PartMngtScreen_pic4.png\|thumb\|center\|700px]]


	The Q&A tab can be used along with the Part Configuration Screen for a variety of purposes. The Part Configuration Screen		The Q&A tab can be used along with the Part Configuration Screen for a variety of purposes. The Part Configuration Screen
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	Why is it useful to have sets of answers?		Why is it useful to have sets of answers?
	* You may have a set of answers that you want Location A to give, but Location B does things a little bit differently, so		* You may have a set of answers that you want Location A to give, but Location B does things a little bit differently, so they need a different set of answers.
	they need a different set of answers.		* You might need different answers at different times of the year, such as the holiday season, or when you are having a special sale.
	* You might need different answers at different times of the year, such as the holiday season, or when you are having a
	special sale.

	===Questions===		===Questions===
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	example, every time a customer buys a front suspension you can have a message pop up asking if they would like a rear		example, every time a customer buys a front suspension you can have a message pop up asking if they would like a rear
	suspension as well.		suspension as well.


	{{Tip\|If the trigger is set to Global, then every time an item of this type is sold it will display the message. If the trigger is not set to Global then it will only display the message for this single item.}}		{{Tip\|If the trigger is set to Global, then every time an item of this type is sold it will display the message. If the trigger is not set to Global then it will only display the message for this single item.}}


	==Part Transactions Tab==		==Part Transactions Tab==


	[[Image:Enterprise_PartMngtScreen_pic5.png\|thumb\|center\|700px]]		[[Image:Enterprise_PartMngtScreen_pic5.png\|thumb\|center\|700px]]


	This tab shows the history of a part. All Sales Orders, Purchase Orders, Transfer Orders, and Work Orders where this part		This tab shows the history of a part. All Sales Orders, Purchase Orders, Transfer Orders, and Work Orders where this part
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	==Links Tab==		==Links Tab==


	[[Image:Enterprise_PartMngtScreen_pic6.png\|thumb\|center\|700px]]		[[Image:Enterprise_PartMngtScreen_pic6.png\|thumb\|center\|700px]]


	Part-by-part relationships between interchange parts can be edited in this tab. Two different manufacturers may call the		Part-by-part relationships between interchange parts can be edited in this tab. Two different manufacturers may call the
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	==Replenishable Tab==		==Replenishable Tab==


	[[Image:Enterprise_PartMngtScreen_pic7.png\|thumb\|center\|700px]]		[[Image:Enterprise_PartMngtScreen_pic7.png\|thumb\|center\|700px]]


	This tab only appears if the part is marked as ''replenishable'' on the Part Information Tab. The tab keeps track of the		This tab only appears if the part is marked as ''replenishable'' on the Part Information Tab. The tab keeps track of the

Codeman: Updated Part Management Screen for Enterprise

2009-11-06T22:25:03Z

Updated Part Management Screen for Enterprise

Show changes

Codeman: Filled in the missing links

2009-08-17T15:29:40Z

Filled in the missing links

← Older revision		Revision as of 10:29, 17 August 2009
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	==Part Management Screen==		==Part Management Screen==

	{{Tip\|ITrack includes numerous fields to track many aspects of your inventory and your business. Not all fields are required. Fill out the information you deem necessary and save at any time. If you are missing required information, ITrack will notify you with a pop up box.}}		{{Tip\|ITrack includes numerous fields to track many aspects of your inventory and your business. Not all fields are required. Fill out the information you deem necessary and save at any time. If you are missing required information, ITrack will notify you with a pop up box.}}


	Another way to add parts is in the ''Part Management Screen''. There are two main reasons to add parts from this screen versus the ~~[[teardown~~ screen]].		Another way to add parts is in the ''Part Management Screen''. There are two main reasons to add parts from this screen versus the ''Teardown screen''.

	#The part you are entering is aftermarket or miscellaneous, you did not purchase the truck from which this part belongs.		#The part you are entering is aftermarket or miscellaneous, you did not purchase the truck from which this part belongs.
	#You have a part off of one of your vehicles and wish to enter in more detailed information about it than you are allowed to from the ~~teardown~~ screen. For example, if you want to upload images of the part.		#You have a part off of one of your vehicles and wish to enter in more detailed information about it than you are allowed to from the Teardown screen. For example, if you want to upload images of the part.


	Access the ''Part Management Screen'' by clicking ''Parts'' in the [[Main Menu]]. Or, bring up the screen by clicking on the '''Enter Parts''' button in the [[Vehicle Management Screen]]. Then decide which type of part you want to add: ''Standard'', ''Aftermarket'', or ''Miscellaneous''.		Access the ''Part Management Screen'' by clicking ''Parts'' in the [[ITrack/Enterprise/Home_Screen\|Main Menu]]. Or, bring up the screen by clicking on the '''Enter Parts''' button in the [[ITrack/Enterprise/Vehicle_Management_Screen\|Vehicle Management Screen]]. Then decide which type of part you want to add: ''Standard'', ''Aftermarket'', or ''Miscellaneous''.

	When you click on '''Enter Parts''' from the ''Vehicle Management Screen'', the vehicle information about the part will automatically fill in.		When you click on '''Enter Parts''' from the ''Vehicle Management Screen'', the vehicle information about the part will automatically fill in.
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	==Part Information Tab==		==Part Information Tab==
	The first tab on the ''Part Management Screen'' is ''Part Information''. From this screen you can fill out all of the basic information about the part.		The first tab on the ''Part Management Screen'' is ''Part Information''. From this screen you can fill out all of the basic information about the part.


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	Some parts can be broken down into component parts, such as engine assemblies. To break down these parts, click the '''Breakdown''' button in the upper right corner. From here, you can tell ITrack which components you have.		Some parts can be broken down into component parts, such as engine assemblies. To break down these parts, click the '''Breakdown''' button in the upper right corner. From here, you can tell ITrack which components you have.


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	==Advanced Tab==		==Advanced Tab==
	The ''Advanced'' tab allows you to enter more information about your parts. From this tab you can view locations for the part, create build orders, and add images and attachments.		The ''Advanced'' tab allows you to enter more information about your parts. From this tab you can view locations for the part, create build orders, and add images and attachments.


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	Click the '''Add''' button next to access particular file. Then select the file you want to add. Click the '''Open''' button to attach the file. ITrack attaches the image to the part and previews the image in the space below the list.		Click the '''Add''' button next to access particular file. Then select the file you want to add. Click the '''Open''' button to attach the file. ITrack attaches the image to the part and previews the image in the space below the list.


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	Other digital files can be associated with the part using the '''Attachments''' section. An example of an attachment would be if there was an email sent about the part you could save it as a file and then attach the file to the part.		Other digital files can be associated with the part using the '''Attachments''' section. An example of an attachment would be if there was an email sent about the part you could save it as a file and then attach the file to the part.

	[[Category:ITrack/Enterprise]]		[[Category:ITrack/Enterprise]]

Codeman: Linking it to ITrack/Enterprise (something I should have done before)

2009-08-14T19:33:59Z

Linking it to ITrack/Enterprise (something I should have done before)

← Older revision		Revision as of 14:33, 14 August 2009
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	Other digital files can be associated with the part using the '''Attachments''' section. An example of an attachment would be if there was an email sent about the part you could save it as a file and then attach the file to the part.		Other digital files can be associated with the part using the '''Attachments''' section. An example of an attachment would be if there was an email sent about the part you could save it as a file and then attach the file to the part.

			[[Category:ITrack/Enterprise]]

Codeman: Part Mangement Screen is complete!

2009-07-24T15:23:10Z

Part Mangement Screen is complete!

New page

==Part Management Screen==

{{Tip|ITrack includes numerous fields to track many aspects of your inventory and your business. Not all fields are required. Fill out the information you deem necessary and save at any time. If you are missing required information, ITrack will notify you with a pop up box.}}

Another way to add parts is in the ''Part Management Screen''. There are two main reasons to add parts from this screen versus the [[teardown screen]].

#The part you are entering is aftermarket or miscellaneous, you did not purchase the truck from which this part belongs.
#You have a part off of one of your vehicles and wish to enter in more detailed information about it than you are allowed to from the teardown screen. For example, if you want to upload images of the part.

Access the ''Part Management Screen'' by clicking ''Parts'' in the [[Main Menu]]. Or, bring up the screen by clicking on the '''Enter Parts''' button in the [[Vehicle Management Screen]]. Then decide which type of part you want to add: ''Standard'', ''Aftermarket'', or ''Miscellaneous''.

When you click on '''Enter Parts''' from the ''Vehicle Management Screen'', the vehicle information about the part will automatically fill in.

[[Image:4.8 Parts Add.png|thumb|center|700px]]

If you click on ''Parts'' from the ''Main Menu'', the ''Part Management Screen'' will be blank.

==Part Information Tab==
The first tab on the ''Part Management Screen'' is ''Part Information''. From this screen you can fill out all of the basic information about the part.

[[Image:4.2 Part IS.png|thumb|center|700px]]

Some parts can be broken down into component parts, such as engine assemblies. To break down these parts, click the '''Breakdown''' button in the upper right corner. From here, you can tell ITrack which components you have.

{{Tip|If the part you are entering is from a vehicle you entered, some of the information such as Make and Model will already be filled out for you.}}

==Advanced Tab==
The ''Advanced'' tab allows you to enter more information about your parts. From this tab you can view locations for the part, create build orders, and add images and attachments.

[[Image:4.3 Parts Advanced.png|thumb|center|700px]]

==Locations==
From the ''Advanced'' tab in the ''Part Management Screen'' you can specify locations for parts. The locations section allows you to add more quantities of a part to your inventory.

[[Image:4.3.3 Parts Advanced location.png|thumb|center|400px]]
[[Image:4.3.2 Parts Advanced location.png|thumb|center|400px]]

Locations also allows you you to have a quantity of a certain part in one part of your store and more quantities in another location.

The order of locations is important since as parts are sold, they are taken out of the highest ranked location on the list with parts available.

==Digital Attachments and Images==
The ''Advanced'' tab in the ''Part Management Screen'' allows you to enter images and attachments that will be associated with the part. You may enter an unlimited number of images and attachments for each part.

[[Image:4.8.2 Parts Add Image.png|thumb|center|700px]]

Click the '''Add''' button next to access particular file. Then select the file you want to add. Click the '''Open''' button to attach the file. ITrack attaches the image to the part and previews the image in the space below the list.

[[Image:4.8.3 Parts Add Image.png|thumb|center|700px]]

{{Tip|Click the view dropdown button in the upper right of the ''Open'' dialog and select ''Thumbnails'' to preview images in the folder.}}

[[Image:4.8.3 Parts Add Image.png|thumb|center|700px]]

Other digital files can be associated with the part using the '''Attachments''' section. An example of an attachment would be if there was an email sent about the part you could save it as a file and then attach the file to the part.