Linking Branch Level PO's to a Consolidated Parts Order
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From any IntelliDealer screen, click the Product Support tab.
The Product Support Quick Links screen appears.
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From the Parts list, click the Parts Ordering link.
The Parts Ordering screen appears.
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On the Parts Ordering screen, select the Create consolidated parts order link.
The Consolidated Parts Order screen appears.
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On the Consolidated Parts Order screen, the system assigns a sequential Order Number.
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Enter a Vendor.
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Click the Search
icon.The Vendor Selection screen appears.
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On the Vendor Selection screen, fill out the appropriate fields and click the Go >> link.
The Vendor Selection screen refreshes listing the generated search results.
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Click a Vendor Number.
The Consolidated Parts Order screen appears with the selected vendor in the Vendor field.
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Select an order Type from the drop down list.
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(OPTIONAL) Enter a Discount % to be applied to the order.
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Enter a description of the order in the Comment field.
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(OPTIONAL) Select the Transmit checkbox to transmit the order over a communication line.
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Enter the Program code if the order Type is Special Order.
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Enter a Ship Date.
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Click the Calendar icon and select a ship date from the Calendar screen.
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Enter a Due Date.
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Click the Calendar icon and select a due date from the Calendar screen.
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Enter a Part Number.
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Click the Search
icon.The Parts Search screen appears.
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On the Parts Search screen, fill out the appropriate fields and click the Go >> link.
The Parts Search screen refreshes listing the generated search results.
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Click a Part Number.
The Consolidated Parts Order screen appears with the selected part in the Part Number field.
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The system populates the Location field. However, the Location field can be manually entered indicating which branch location is to receive which part.
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Enter the desired amount you would like Ordered.
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Click the Save button.
The system populates the remaining fields.
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Repeat steps 15 through 20 to add more parts to your consolidated parts order.
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Click the Link Order button.
The Link Order screen appears.
Note: The purchase order must be a stock type order, have a status of changeable and must have the same vendor.
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On the Link Order screen, fill out the appropriate fields and click the Go >> link.
The Link Order screen refreshes listing the generated search results.
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Select the checkbox next to the Order Number of the orders you wish to link to the consolidated parts order and click the Select Button.
The Consolidated Parts Order screen appears with the parts from the branch level PO linked to the consolidated parts order.
Use these buttons to complete your work on the Consolidated Parts Order screen:
Button Description Release The parts on the consolidated order are not considered as an order until the Release button is selected. Once the release command has been executed, the order status changes to on order releasing all part orders link to the consolidated order. Link Order Adds branch level purchase orders from the same vendor to create one large consolidated parts order.
Note: The purchase order must be a stock type order, have a status of changeable and must have the same vendor.
Unlink Order Removes branch level purchase orders from the consolidated parts order. Save Saves changes made to the Consolidated Parts Order screen. Refresh Pricing If a cost or discount percentage have been updated, use the Refresh Pricing button to update the totals. Print Prints the consolidated parts order. Memos Opens the Memos screen to view memos on a consolidated part order.
Note: A highlighted Memos button indicates that a memo exists for the selected consolidated part order.
Total Opens the Totals screen listing the order totals. Close Closes the Consolidated Parts Order screen and returns to the Parts Ordering screen.
Product Support Quick Links screen
Revision: 2026.01