Parts
Use the Parts tab to add part(s) to the selected equipment quote.
To open the Parts tab, hover over a Reference Number on the Equipment Quoting screen and select View from the pop-up menu.
Parts tab
Fields on the Parts tab are:
| Field | Description |
|---|---|
| Part Number |
The number of the part you are adding onto the equipment quote. If the part is not set up in your inventory, an Add link appears to the right of the part number (provided you have the necessary authority) which allows you to add the part into the system. |
| Quantity | The quantity of the part being sold. |
| Description | A brief description of the part. |
| OH/Bin |
The current on-hand amount for this part in your current location. The on-hand amount is obtained from the parts system. The bin number indicates the part's physical location. A reverse image Bin number indicates that alternate bins exist. Hover over the Bin number to view alternate Bin location numbers. |
| OO/OFC | The current on order amount and OFC code for this part in your current location. The on order amount and OFC code is obtained from the parts system. |
| Price | The selling price of the part, which is automatically entered by the system. |
| Extended Price |
The part price multiplied by the quantity. The Extended Price field also shows other important information about the part such as whether or not the part is a substitute (sub), a cross referenced part (xref), a remanufactured part exists (rem), if the part does not exist in the part master file (*NO MSTR) and an Add link appears allowing you to quick add the part master to the system. If xref appears in uppercase, it means that the part number entered is the parent part of a cross reference relationship. If it appears in lowercase, the part entered is the child of a cross reference relationship. If subs appears in uppercase, it means that the part number entered is the parent part of a substitution relationship. If it appears in lowercase, the part entered is the child of a substitution relationship and the parent part number has an on-hand quantity. |
| Modify Default Tax & Discount | Change the default tax and discount values for this part by clicking the Yes link. |
| Margin | Displays the current margin for the part being sold, provided you have the proper authority. |
Click Save to save changes made on the Parts tab. Parts quantities are reserved as soon as the Parts tab is saved.
Click Save/Exit to save changes made on the Parts tab and close the quote.
Click Refresh Pricing to refresh the sells price that appears on the Parts tab and automatically enters pricing in the desired fields after a part number has been entered.
Click Import to open the Import screen and import a parts list.
Click Close to close the tab without saving and close the quote.