Parts are created in the Management Module and added to orders or estimates in the Sales Module. Parts are the basic building blocks of a product and are typically items that can be sold on their own, such as a banner. Parts can be tangible (.040 aluminum) or non-tangible (installation). Multiple Parts can be combined during order entry in the Sales Module to create a more complex Product. An example of this might be a 13 oz. banner as the first Part and two aluminum posts as additional Parts. All three items together equal a Product.

To see a list of all the Parts in your system, click the Bulk Update Parts link. This will give you a view of all current Part Costs at once and allow you to update them from this screen.  

NOTE: For an export-friendly version of this list, go to Reports > Production > Part Details.

Using the Bulk Update:

  • (A) Click on any of the Part Names to pull up the Part Information for more details about that Part.
  • (B) Clicking Deactivate on a Part which has not been used on an order will Delete it from the system. Clicking Deactivate on a Part which has been used on an order will Archive it as an Inactive Part.
           NOTE:  To Reactivate a Part, check the Include Inactive box and then click Search.
  • (C) Click Test Pricing to open up a modal that will resemble the Sales Module and give you the ability to test the pricing for that Part.
  • (D) Part Cost information reflects what a vendor charges you. It is your cost per unit of measurement. If you need to make updates to the Part Cost, you can highlight the text field, enter a new amount, and click Update when finished.
  • (E) If you need to make updates to the Part Retail, (when using Market-Based pricing) you can highlight the text field and enter a new amount.
  • (F) Be sure to click Update at the end of the row when you're finished.
           NOTE:  If you make pricing changes to multiple parts, you must click Update on those rows to save the changes.