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Managing Order Sources

Create and Manage Order Sources in VUE

Benefits of creating Order Sources:

  • Improve inventory accuracy and availability.

  • Automate and standardize pricing.

  • Reduce manual errors and streamline operations.

  • Make data-driven decisions for parts sourcing and profitability

Create an Order Source

Establishes a clear channel for sourcing parts (e.g., OEM, aftermarket, local vendors). Enables control over inventory parameters, including supply thresholds, demand forecasting, and rounding factors. Supports precise tracking of lost sales and part types to enhance stocking decisions.

Navigate to: Parts > Maintenance > Order Sources

Click [New] in the Action Ribbon to open the Add Order Source window.

Within the Add Order Source window

  1. Input the Source name > click [Create].
  2. Click the Manufacturer dropdown and select, if applicable.
  3.  Input a description in the Description field > tab
  4. Input a value in the Days Supply Low field > tab.
  5. Input a value in the Days Supply High field > tab
  6. Input a value in the Rounding Factor field > tab
  7. Input a value in the Search Period field > tab
  8.  Click the Include Lost Sales dropdown and select.
  9. Click the Part Type dropdown and select.
  10. Input the Price Code and press Enter or click the magnifying glass to open the Price Code Search window.

Within the Price Code Search grid

  1. Filter/Sort and select the Price Code.
  2. Input the OEM Class Code in the OEM Class Code field > tab
  3.  Input a value in the Phase In - Demand field > tab
  4.  Input a value in the Phase In - Months field > tab
  5. Input a value in the Phase In - Hits field > tab
  6. Input a value in the Phase Out - Demand field > tab
  7. Input a value in the Phase Out - Months field > tab
  8.  Click [Save] in the Action Ribbon.

Deleting an Order Source

Eliminates outdated or unused sourcing channels to maintain a clean and relevant system. This prevents errors and confusion in parts ordering and pricing workflows.

Navigate to: Parts > Maintenance > Order Sources

Inside the Primary Grid:

  • Filter/Sort the Primary Grid to locate the Order Source.
  • Select the Order Source by clicking on the corresponding line.

Within the Order Source screen:

  • Click [Delete] in the Action Ribbon.

Assigning an Order Source to a Part Number

Ties individual parts to their preferred sourcing methods. It helps streamline reordering and ensures that parts are pulled from the correct vendor. This supports inventory optimization by aligning parts with their most efficient supply channels.

Navigate to: Parts > Counter > Parts Inventory

Inside the Primary Grid:

  • Filter/Sort and select the part number.

Within the Part Record:

  1. In the Order Source field, click the magnifying glass to search and select the Order Source.
  2. In the Part Order Source window, click the magnifying glass to search and select the Part Order Source, or click [OK] to select the default Part Order Source.
  3. The Part Order Source window is dependent upon the system default “Order Source Prompt”. The prompt will not appear if the default setting is not set to “True”.
  4. Click [Save] in the Action Ribbon.


Adding an Order Source Matrix to a Price Code

Links the order source to a pricing strategy through predefined price codes. It allows for markup adjustments based on the supplier, part type, or demand, ensuring consistent and automated pricing across service operations.

Navigate to: Parts > Maintenance > Price Codes

Inside the Primary Grid:

  • 1. Filter/Sort the Primary Grid to locate the Price Code.
  • 2. Select the Price Code by clicking on the corresponding line.

Within the Price Code screen:

  1. Click the Order Sources tab in the Side Menu.
  2. Click [Add].
  3. Click the Source dropdown and select.
  4.  Input a percentage amount in the Additional Adjustment field.
  5.  Click [OK].
  6. Click [Save] in the Action Ribbon.

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