Parts
Learn how to manage parts inventory, fulfill parts orders for ROs, physical inventories, customer sales, oversee cashier operations, and reports.
- Parts Workbench Password
- Get Notifications when the Parts Master Updates
- Parts with Core Values and Accounting
Counter - Parts Inventory
- Creating a Lost Sale for a Part Number
- Adjusting the On Hand Quantity
- Assigning a Part Type to a Part Number
- Remove a Superseded Part
- Assigning an Order Source to a Part Number
- Add a Part to Inventory
- Viewing History for a Part Number
- Viewing Outstanding Parts Orders for a Part Number
- Assigning a Best Restocking Level and Best Reorder Point to a Part Number
- Searching for a Part Using the Part Number (Parts Inventory)
- Adjusting the On Hand Quantity of Used Cores
- Marking a Part Number as Tax Exempt
- Searching for a Part using a Partial Part Number
- Assigning a Bin Location to a Part Number
- Creating a Part Number Supersession
- Assigning an Order Vendor to a Part Number
- Marking a Part Number to be Included or Excluded in a Parts Update
- VW/ Audi RIM (Retail Inventory Management)
- Parts Import from Parts Inventory to Existing Parts Invoice
- Mark A Part as Inactive or Active
Counter - Parts Desk
- How to Remove Parts from a Parts Desk
- Creating a Lost Sale from the Parts Desk
- Transferring Parts from Parts Desk to a Parts Invoice
- Creating a Special Order
- Changing the Price Code for the Entire Parts Desk
- Changing the Price Code on a Single Part Line
- Adding Charges to a Parts Desk
- Transferring Parts from Parts Desk to a Parts Order
- Transferring Parts from Parts Desk to a Special Order
- How to Create a Parts Kit
- Importing Parts from Parts Desk to the Back Counter
- Open Existing in Parts Desk
- Creating a Parts Desk, Inputting Customer and a Part
- Adding Discounts to a Parts Desk
- Print Labels (Parts)
Physical Inventory > Physical Inventory
Management > Parts Returns
- Creating a Suggested Parts Return
- Creating a Manual Core Return
- Creating a Manual Parts Return
- How to Cancel a Parts Returns
- How to Submit a Parts Returns
- How to Import Cores to a Core Parts Return
- How to Back Out a Parts Return
- How to Return Cores
- How to Post a Parts Returns
Management > Parts Orders
- Creating a Ford Parts Order File
- How to Back Order a Part
- How to Cancel a Parts Order
- How to Back Out a Parts Order
- Receiving a Parts Order
- Adding Special Order to a Parts Order
- Placing a Parts Order
- Archiving a Parts Order
- Creating a Suggested Stock Order
- Creating a Manual Parts Order
- Part Order Status
- Ford Shipper Posting (Parts)
Management > Purchase Orders
- Approving a Parts Purchase Order
- Void a Parts Purchase Order
- Printing a Parts Purchase Order
- Change the Ship To on a Purchase Order
- Creating a New Parts Purchase Order
Maintenance > Order Sources
Management > Parts Inventory Update
- New Parts Update
- Obtaining the Changed Value (appreciation / depreciation)
- Printing Detail Results from the Parts Inventory Update
- Processing the Parts Master Update
- Printing Summary Results from the Parts Inventory Update
- Reviewing Changes to Parts Inventory
Cashier > Receipt Book
- Voiding a Parts Receipt
- Creating a One-Time Parts Vendor
- Completing the Daily Deposit (Parts)
- Creating a Customer from Receipt Book
- Creating a Parts Receipt
Cashier > Parts Invoices
- Inputting a Payment for Parts
- Closing the Parts Invoice
- Printing the Customer’s Parts Invoice
- Voiding the Parts Invoice
- Printing the Internal Invoice (Dealer Copy)
- Creating a Credit Invoice for Customer Returned Parts.
Counter > Parts Request Roster
- Accessing Detailed Vehicle Information
- Turning On / Off Parts Request Alerts
- Using Team Chat in Parts
- Expanding and Collapsing the Parts Request Roster
- Accessing the Repair Order (Back Counter)
Miscellaneous > All Vehicles
- Viewing PO History of a Vehicle
- Branding and Un-branding a Title
- Transferring a Vehicle (Parts)
- Setting a VIN Advisor (Parts)
- Viewing RO History of a Vehicle (Parts)
- Modifying/Adding Extended Warranty Contracts for a Vehicle (Parts)
- Deleting a VIN (Parts Department)
- Viewing Additional VIN Information
- Running a VIS
- Viewing Open Tickets for a Vehicle
Maintenance > Fees
- How to create a Freight Charge (Parts)
- How do I create a Shop Charge? (Parts)
- Create a Charge with a Tax (Parts)
- How do I create a Restocking Fee? (Parts)
- Create a Charge (Parts)
- Create a Tax (Parts)
- Attach a Parts Fee to an existing Fee
- Deleting a Parts Fee
- Create a Parts Discount
Maintenance > Price Codes
- Creating a Price Code with Matrix Pricing
- Deleting a Price Code
- Creating a Price Code with a Cost Plus Calculation
- Creating a Price Code
- Creating a Price Code with a Discount
- Update a Price Code
- Adding an Order Source Matrix to a Price Code
Counter > Parts Invoices
- Creating a Lost Sale on a Parts Invoice
- Importing Parts from the EPC (Electronic Parts Catalog)
- Changing the Price Code for the Entire Parts Invoice
- Marking a Part as an Unusual Part sale
- In / Out a Part on a Parts Invoice
- Creating a Special Order on a Parts Invoice
- Changing the Price Code for Individual Parts
- Removing a Part from a Parts Invoice
- Adding a Part with a Core to a Parts Invoice
- Importing Parts from a Part Kit
- Adding a Part to a Parts Invoice
- Using Bill To
- Adding an NPN (No Part Number) Part to a Parts Invoice
- Crediting a Part on a Parts Invoice
- Using Ship To
- Adding Fees to a Parts Invoice (Charges, Discounts and Taxes)
- Creating a Parts Invoice (with or without a customer)
- VW/ Audi - SO (Special Orders)
- Creating a Prepaid Special Order Parts order without a Negative On-Hand Quantity
Miscellaneous > Vendors
- Deleting Vendor Addresses
- Modifying Vendor Addresses
- Modifying Vendor Phone Numbers
- Adding Additional Vendor Phone Numbers
- Adding Additional Vendor Addresses
Counter > Back Counter
- Bill a Single Part to a Repair Order
- Adding Parts via Parts Kit to Back Counter Repair Order
- Bulk Special Order Parts
- Creating a Lost Sale from the Back Counter
- Manually Add Parts to Back Counter Repair Order
- Create a Special Order without Billing Part on the Repair Order
- Assigning Operation(s) to Part Lines – Manually
- Grid Colors on Back Counter
- Bill all Parts to the Repair Order
- Marking a Part Number as an Unusual Part Sale
- Adding Parts via EPC Import to Back Counter Repair Order
- Create a Special Parts Order
- Prorate a Part
- Creating and Sharing a Quote (Price & Availability)
- Transferring a Price & Availability Part to the Repair Order
- Marking a Part Number as the Failed Part
- Assigning Operation(s) to Part Lines – Operation ‘blast’
- Creating, Printing, & Sharing Quotes (Price & Availability)
Miscellaneous > Customers
- Assigning Parts and Parts Discounts
- Modifying Customer Phone Numbers
- Marking a Customer Tax Exempt
- Adding Additional Customer Phone Numbers
- Modifying Additional Customer Loyalty Numbers
- Creating a Vendor Record
- Adding Additional Customer Addresses
- Creating a Customer
- Assigning Parts and Parts Codes
- Deleting Customer Addresses
- Marking a Customer Record as Wholesale
Counter > Special Orders
- Marking a Special Parts Order as Notified
- Archiving a Special Parts Order
- Adding a Part to a Special Order
- Creating a Special Parts Order
- Import (Billing) Special Order Parts to a Parts Invoice
- Importing (Billing) Special Order Parts to a Repair Order
- Printing a Special Parts Order