ITrack/Pro/Build orders

Overview

Build orders are created from the parts screen and allow you to rebuild a part from a combination of parts. The cost of the part on the Parts screen is the sum total of the build orders associated with that part.

How to create a build order

To create a build order you need an existing part, so go to the Parts screen and enter the necessary vehicle, part type, and cost information, as well as any other relevant information about the part. Alternatively, you could open an existing part from the Search screen or from another screen. Then go to the advanced tab (on the Parts screen) and click the "Create New" button. This will open the Quotes screen and you can begin adding parts to the build order. When you are finished, click 'Save'.

Interaction Between Parts Screen and Quotes Screen

Parts with existing build orders

For parts that already have associated build orders, the Quotes screen will be cleared and the user will have a chance to save any data they were working on. The customer information fields are greyed out and the user no longer has access to them. In addition, the "Build Order" radio button is selected automatically.

The user is free to add parts to the build order at this point as if it were a regular quote or invoice. Once the user finishes and saves the build order, the Build Order Number and Total Cost of the build order is added to the Build Order list on the Advanced tab of Part screen, and the cost from all the build orders on this particular part is added up to replace the Cost field on the Part Info tab. This field then becomes read-only, since the cost of this part will be derived from the sum of the total costs of its build orders from this point on.

Opening existing build orders from the Parts screen

Build orders can be opened from the Advanced tab on the Parts screen by opening the Part and double-clicking the Build Order in the Build Order List. This will open the Build Order in the Quotes screen.

At this time, a build order that was just added to a new Part cannot be opened this way. You will have to navigate to a different part or clear or close the Parts screen, then reopen the part and double-click the Build Order.

Parts without existing build orders

The first build order for a part will include the cost of the part itself, so this cost is added to the Quotes screen as the first line item. An extra line is also added so that the user can continue as described above. This way the cost of the original part is included in the Total Cost on the Part Info tab along with the combined cost of all the build orders.

New Parts

The Quotes screen accepts only the new part number, the store number, and the Build Order Number, and goes back to the database to get the rest of the information about the parent part. Therefore, new parts must be saved to the database before Build Orders can be added to them on the Quotes screen.

The Home Screen

New build orders also show up on the Home Screen.