Part Adds

Use the Part Adds screen to create or edit part add parameters for the selected location.

To open the Part Adds screen, click a Vendor name or the Need to create new parts add? Click here to add link on the Part Adds screen.

Topics in this section are:

Adding a New Part Add Configuration

  1. From anywhere in IntelliDealer, navigate to Configuration > Parts > Profile > Part Adds.

    Part Adds screen appears.


  2. Click the Need to create new part adds? Click here to add link.


  3. Fill in the fields, referring to the tables below.

  4. After selecting your settings click the Save button to the apply the changes to the system.

Screen Description

The options on the Add Part Adds screen are completely customizable so you can setup only the functions you wish to apply.

The fields the Part Adds screen are:

Field Description
Vendor The vendor associated with the add parts parameters. Either enter a vendor name or click the search icon to select one.
Sale Account The parts sale account which corresponds to the vendor. The sales account is used when adding a part from the master price file for this vendor through Parts Profile.
Update Type

Specify the update type for quick added parts. Can be one of:

  • Automatic—when a price file is run, automatically updates a part's information (List, Cost, etc.) if the parts exists on a price file.
  • Manual—you must update part information manually. None of the part information is changed by a price file.
ASL Cost Code Deprecated. The default Authorized Stocking Lists cost code that is used when adding parts to the system.
Bin The default bin number used when quick adding parts to the system.
Location The location where the add part parameters will apply.
Active for System

Controls whether these add parts parameters are active for use within the system.

  • Selected—activates or reactivates these add parts parameters
  • Not Selected—these add parts parameters are not active
Location Copy If selected, pulls in the current location's default value for the field in that row.
Source

The default source code used when quick adding parts to the system. Up to 2 characters allowed.

Validate—If selected then the source field in the Part Profile is validated against the values in the Source of Supply screen.

If the part being quick-added is found in the Master Parts File screen, then the Master Price File values are used instead of the value specified here.
Class

The default class code used when quick adding parts to the system. Up to 3 characters allowed.

Validate—If selected then the class field in Part Profile is validated against the values in the Classes screen.

If the part being quick-added is found in the Master Price File screen, then the Master Price File values are used instead of the value specified here.
Type

The default type code used when quick adding parts to the system. Up to 2 characters allowed.

Validate—If selected, then the type field in the Part Profile is validated against the values on the Types screen.

If the part being quick-added is found in the Master Price File screen, then the Master Price File values are used instead of the value specified here.
Cost Code The default cost code used when adding parts to the system. Cost code values are loaded on the Cost Code Order Creation screen.
Tax Code 1

If you are using Tax 1 in your organization and quick-added parts are subject to this tax, enter the code of the tax which should be defined on quick-added parts records. Valid Tax 1 codes are setup in the Tax 1 screen.

If Tax 1 does not apply, or is not being used within the system, enter an X in this field. To use the tax 1 code in the customer Profile tab, leave this field blank.
Tax Code 2

If you are using Tax 2 in your organization and quick-added parts are subject to this tax, enter the code of the tax which should be defined on quick-added parts records. Valid Tax 2 codes are setup in the Tax 2 screen.

If Tax 2 does not apply, or is not being used within the system, enter an X in this field. To use the tax 2 code in the customer Profile tab, leave this field blank.
Tax 3 Applies

Indicates whether or not quick added parts are subjected to this tax.

If selected, tax will be charged on a part if the customer purchasing the part is subject to Tax 3 and a valid Tax 3 code is defined on the customer's Profile tab.

If not selected, no tax will be charged on the part, regardless of the customer's tax status.
Tax 4 Applies

Indicates whether or not quick added parts are subjected to this tax.

If selected, tax will be charged on a part if the customer purchasing the part is subject to Tax 4 and a valid Tax 4 code is defined on the customer's Profile tab.

If not selected, no tax will be charged on the part, regardless of the customer's tax status.
Discount Code The default discount code when quick adding parts to the system.
Matrix

The price matrix that should be defined on quick-added parts records. The system uses this to determine to proper price increase percentage for the part.

If the value starts with a $ sign then the subsequent character(s) must be a combination of S/C/T/I and the system sets the matrix name based on this configuration of characters.

For example $CT which is class field first, then type field. The system can concatenate up to four fields together. See Naming a Price Matrix.
Reclass

The reclass code that is used when adding parts to the system, which affects the order quantity of the part. Select the checkbox above Reclass to apply this setting.

If you have created your reclass tables based on Source, Class, or Type then consider setting up the Part Adds table so that the right reclass parameter gets loaded on your parts when they are added to the system. If the value starts with a $ sign then the system sets the reclass code based on the configuration. For example, the field values are:

  • $T—type field
  • $C—class field
  • $S—source field
  • $I—inventory class field

You can combine the field values, for example $CT which is class field first, then type field. The system can concatenate up to four fields together.

You have the option to force the values to remain in sync with the parts at all times. See Reclass/Matrix Trigger parameter in the System Settings.
Pricing %

The default percent applied to quick-added parts which determines the selling price. This is a three-character field which contains two decimal places. A percentage of ten percent would be entered as 010.
Code

The pricing code which determines what the pricing % is based on:

  • List—the list price of the part
  • Net—the net cost of the part.
AvaTax Product Code Identifies the type of item being sold.
Avatax Use Exemption This field can be set to identify which parts are to ignore specified Entity Use Codes.

The fields appear in the Pricing Level section of the Part Adds screen are:

Pricing Level
Field Description
Location Copy If selected, pulls in your current location's pricing levels for use as pricing level 1 through 4.
Level 1-4

The selling price for pricing level 1,2,3 and 4, as loaded in the Parts Profile tab.

Pricing levels usually refer to such things as wholesale price, fleet price, and jobber price. As an example, 1234 is 1.234 times either the list or net price.

Code

Indicates which to use for the pricing level:

  • List—the list price.
  • Cost—the net cost.

Use these buttons to complete your work on the Part Adds screen:

Button Function
Save Saves changes to Part Adds screen.
Copy

Copies the selected part add parameters. When you click Copy, the Add Part Adds screen appears, so you can modify the original settings before clicking save and creating the new copy.

This button appears only when accessing the Part Adds screen by clicking on a Vendor from the Part Adds list.

Save & Next

Allows you to save any edits/changes made to the selected part add parameters and scroll through to the next part add parameters in the list to apply any edits/changes.

This button appears only when accessing the Part Adds screen by clicking on a Vendor.
Delete Deletes the selected part add parameters.
Close Closes the Part Adds screen without saving changes.

Data Source: PFWTAB

Security: 999 Configuration

Revision: 2025.06