TW - Add Parts

This utility can be used to a new Part to the SRM product file.
Once the Parts records have been added they can be modified in FL- Parts and can also be accessed from Sales Inventory.

PRODUCT NUMBER

Accept the default product number displayed or over-type it with a preferred unique alpha/numeric product number to a maximum of 12 characters.

Because barcodes can also be used to identify or enter products manually or via scanner on a document, the product number cannot be the same as the barcode for any other product in the system.

When iRely is enabled in the ERP Integration configuration then the standard 'Sales Product Mask' defined in the Company Inventory Parameters does not apply and instead the product# is assigned from an external REST iRely API which cannot be over-typed.

DESCRIPTION

Enter the product description using up to 30 characters, or accept the default Group description displayed.
This is the primary description of the item as it appears on reports, and also on documents for standard language customers.

Note: The product description can always be over-typed on the document.

Additional Descriptions

Additional product descriptions for product search and for printing purposes can be set up in the pop-up window as follows:

ALT LANGUAGE DESCRIPTION

This field can be used to set the alternate language description for this product.

Note: The inventory search does not use the alternate language description. This is just a printing feature for the customer documents such as reservations, contracts and invoices.

ALTERNATE DESCRIPTIONS

This window can be used to manually setup multiple alternate descriptions to be used in the product search utilities, as outlined in Alternate Descriptions.

VENDOR #

Enter the number of the primary supplier from whom the item was purchased or from whom it will be re-ordered, or select it from the window as outlined in Vendor Search.

VENDOR PRODUCT NUMBER

Accept your part number as the default for the vendor's part number, or type in the correct vendor's part number or model number using up to 20 characters.

VENDOR DESCRIPTION

Accept your product description as the default for the vendor's product description or type in the correct vendor product description.

PRODUCT CLASS

Enter the Product Class for this product, or select it from the Product Class Search window.

PRODUCT GROUP #

Enter the Group, or select it from the Group Search window.

COST EACH

Enter the cost per unit which would have to be paid to replace the item today.

LIST PRICE

Enter this selling price for this item.

Finished?

Click ACCEPT to accept the record and enter the Additional Information for the new product, or CANCEL to abort.

Additional Parts Information:

The submenu for additional product information provides the following options:

• BARCODES Window:
  Skip this window if your firm does not use barcodes on this product, or use this window to setup barcodes for the product as outlined in Barcodes.

• LOCATIONS Window:
  Skip this window if the quantity on hand is zero, or use this window to capture the inventory quantity on hand for each location.
  The sum of all the locations will be displayed automatically in the Quantity On Hand field.

  The prompts in the inventory location records include:

  LOCATION

  Enter in the Location (Branch or Division) where this sales item is stored, or select it from the drop-down list.
  

  
  NAME

  The location name displays.

  
  ON HAND

  Type in the quantity at this location only.

  
  BIN #

  This is shelf in your storage area where this item is kept.
  It defaults to the location Name but can be over-typed to be more specific as required.

  
  INVENTORY ADJUSTMENT Window

  This window is only triggered once if changes are made to the quantity in the Locations window.
  The information in this window tracks when and why inventory quantity changes are made, as outlined in Inventory Adjustment.

  
  Finished?

  Click ACCEPT Key twice (once for the line and once for all Locations).

• FILE ATTACHMENTS

  Multiple external documents or images can be associated with this customer when setup in the File Attachments window.

  This field is disabled if there is no attachment directory defined in Company Miscellaneous Parameters.

Finished?

Click OK to exit this window.