Quick Adding a Part Profile from Within a Parts Invoice

1. From anywhere in IntelliDealer, navigate to the Product Support > Parts > Parts Invoicing.
   The Parts Invoicing screen appears.

   Parts Invoicing screen

   
   

2. Click Create.
   The Customer - Parts Invoicing Header tab appears.

   Customer - Parts Invoicing Header tab

   
   

3. Enter the customer number in the Customer field, or click the Search icon to search for and select a customer.

   The Customer - Parts Invoicing Header tab refreshes and adds any customer information found in the customer’s profile.

   Updated Customer - Parts Invoicing Header tab

   
   

4. Enter a Salesperson or click the Search icon to search for and select a salesperson.

5. Click the Details tab or click on the Click here to add parts link.
   The Parts Invoicing Details tab appears.

   Parts Invoicing Details tab

   
   

6. Enter a cash code in the Cash Code field or click the Search icon to search for and select a cash code.

7. Enter a Part Number.

   The part number can be up to 15 digits consisting of alpha, numeric or blank characters. The part number cannot not contain more than 10 special characters ('<', '>', '&' and '"'). VitalEdge recommends that you do not use blanks in the part number.

8. (OPTIONAL) enter a Ord and Iss quantity.

9. (OPTIONAL) enter a brief Description of the part number.

10. (OPTIONAL) enter a Price.

11. Click the Save button.
    The Parts Invoicing Details tab refreshes listing *NO MSTR (no part master), indicating that the part does not exist within the Part Profile.
    An Add link also appears under the Extended Price field.

Using the Add link for a part not in Parts Profile

From the Parts Invoicing Details tab, when a part has been entered that does not exist in the Parts Profile, *NO MSTR (no part master) and an Add link appear under the Extended Price field.

1. Click the Add link.
   The Part Quick Add screen appears.

   Part Quick Add screen

   
   

2. Enter a brief part Description.

3. Enter a Vendor Number or click the Search icon to search for and select a vendor number.
   

4. Click on the vendor number, the Add Parts screen appears with the selected vendor number in the Vendor Number field.

   Add Part screen

   
   
   

5. Enter a part Bin number.

6. Enter a Sales Account.

7. Enter a List price.

8. (OPTIONAL) enter a Pricing % for the new part.

9. Enter a Cost.

10. Enter a Cost Code.
    - or -
    Click on the Search icon and select a cost code from the list.

11. (OPTIONAL) enter the part's pricing Level 1-4.

12. (OPTIONAL) select Tax Codes 1-4.

13. (OPTIONAL) select a Discount code.

14. (OPTIONAL) enter a Source code.

15. (OPTIONAL) enter a Class code.

16. (OPTIONAL) enter a Type code.

17. (OPTIONAL) enter a Return code.

18. (OPTIONAL) enter a part Model number.

19. (OPTIONAL) enter the part's Weight.

20. (OPTIONAL) select the Reclass checkbox and type in a reclass code.

21. (OPTIONAL) enter the amount of Parts Per Package.

22. (OPTIONAL) enter a quantity of Parts Per Set.

23. (OPTIONAL) enter a price Matrix code.

24. On the Part Quick Add screen, enter the details of the part. Mandatory fields are highlighted.

    If the part exists on a price file or was previously added to another location, the fields on the Part Quick Add screen are automatically populated with the related information.

25. Click the Save button.
    The Parts Invoicing Details tab appears.