Parts

All parts are categorized in your inventory based on the 'type' of part. For instance, all of your oil filters are grouped together and all of your air filters are grouped together. In order for your inventory quantities and sales to be tracked correctly, you need to group the parts correctly.

Product Codes

To add parts to your inventory, first you need to find the correct product code. Remember, the parts product code must match the services product code. For example, if you are adding your air filter parts and you have your air filter service in product code 2, your air filters will need to go into product code 2 also. See figure below.

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To Add a new Part

1. Go to the Inventory tab, click on Management.
2. Enter your password and then click on Inventory Setup.
3. Select Parts from the Inventory Setup screen.

From the list of parts, select the category that you would like to add a part to. Remember to group similar parts together and to match the parts product code with the services product code.

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Once you are in your selected product code, click the Add button at the bottom of the screen.

This will create a new part where you can type the part number, as you would like it to appear in the Point-of-Sale.

Note: Make sure to enter part numbers exactly. If part numbers are incorrect, parts recommendations will not display on your work order.

Once you have typed the part number, press <Enter>.

Type the part Description, which will appear on the receipt. Press <Enter>.

Next, click the Change button. Circular radio buttons will appear next to all the attributes of this part that you can edit.

Click on the radio button next to Retail Price and enter the price of the part, press <Enter>.

Click on the radio button next to Your Cost and enter how much you paid for this part. Remember, your cost is only used for reporting purposes and will never print on a receipt.

Quantity In a Case – Rules to Order By
Qty = 0 means Do Not Order this part
Qty = 1 means Order in Single Units and always have at least one on hand
Qty = X means Order in Full Case Qty and always have at least one case on hand

Click on radio button next to Quantity In a Case and enter the appropriate amount, then press <Enter>.

You have successfully added the new part to your inventory. To enter quantities for this part, you will need to go to the New Shipments section.

Note: For Product Code 1, which holds all of your full services, there is no option for Retail Price under the parts section. Instead there is a field for Add-on price because the price of the filter is included in the price of the full service. In case a particular filter is more expensive, the Add-on price would equal the upcharge amount. The same applies to product code 3.

To Delete a Part

Highlight the part number from your parts list on the right hand side by clicking on it. Click the Delete button and click Yes if you are sure you would like to delete this part.

Service for these Parts/Parts for this Service

The Parts for this Service and Service for these Parts button allows you to freely jump between a service and its parts and back. This eliminates having to use the Go Back button to exit out of a service and go back into the parts section just to view the parts. This button is only present in the parts and services categories.

Lubricants

All of the lubricants are added to this one category, regardless of type. Make sure to price each lubricant according to the type of unit used to sell it. For instance, bulk oil should be entered in quarts, not gallons (4 quarts = 1 gallon).

To Add a Lubricant

1. Go to the Inventory tab, click on Management.
2. Enter your password and then click on Inventory Setup.
3. Select Lubricants from the Inventory Setup screen.

Click the Add button at the bottom of the screen.

Type the lubricant name in the Part Number text box and press <Enter>.

Type the Description, which will appear on the receipt. Press <Enter>.

Next, click the Change button. Radio buttons will appear next to all the attributes of this lubricant that you can edit. Click on the radio button next to Retail Price and enter the price of the lubricant. Remember to price the lubricant in the unit it will be sold. Press <Enter>.

Click on the button next to Your Cost and enter how much you paid for this lubricant. Remember, your cost is only used for reporting purposes and will never print on a receipt.

You have successfully added a new lubricant to your inventory. To enter quantities for this lubricant, you will need to go to the New Shipments section.

To Delete a Lubricant

From the Lubricants page, highlight the part number of the lubricant you want to delete from the list on the right hand side of the screen. Click Delete button and click Yes if you are sure you want to delete this lubricant.