TW - Parts

Create New Sales Part:
To enter new Sales items click the ADD button and proceed as outlined in Add Parts.
Parts records can also be accessed from Sales Inventory.

Add New Sales Part or Edit Sales Part in TW Dispatch:
If the operator has been assigned a Security Role with menu permission to access either this 'FL - Parts' option or Sales Inventory, or has permission to Add Sale Inventory as defined in the "Miscellaneous" window of the Security Role, then the operator can also add or edit existing Sales Parts in Texada Web Dispatch.

Modify an Existing Part Record:
View and update existing product records as follows:

PRODUCT NUMBER

Enter the existing product number, or barcode, or search for the product in the Inventory Search window.

Detailed Product Inquiry
Once the product number as been selected click the INQUIRY button at the bottom of the screen to view the product history as outlined in Inventory Inquiry.

DESCRIPTION

This is the primary description of the item as it appears on reports, and also on documents for standard language customers.

Note: The product description can always be over-typed on the document.

Additional Descriptions

Additional product descriptions for product search and for printing purposes can be set up in the window as follows:

ALT LANGUAGE DESCRIPTION

This field can be used to set the alternate language description for this product.

Note: The inventory search does not use the alternate language description. This is just a printing feature for the customer documents such as reservations, contracts and invoices.

ALTERNATE DESCRIPTIONS

This window can be used to manually setup multiple alternate descriptions to be used in the product search utilities, as outlined in Alternate Descriptions.

SYSTEM GENERATED DESCRIPTIONS

This window can be used to view the optional descriptions that the system has generated. These are only used in the product search utilities, as outlined in System Generated Descriptions.

VENDOR #

This is the vendor number of the primary supplier for purchasing or re-ordering this product.
A Vendor Search window is provided to search for and select the correct vendor.

VENDOR PRODUCT#

This is the supplier's part number for purchasing or re-ordering this product.
The Vendor Product# can be entered in the 'Description' Inventory Search to find this product.

This field is display only because the vendor product number is tied to Warehouse Receiving records.
If this number needs to be changed, contact Texada Support to use Update Vendor Product# And Description which also updates the corresponding Warehouse Receiving records correctly.

VENDOR DESCRIPTION

This is the supplier's description of the product which can be modified as required.

PRODUCT CLASS

The Sales Product Class code and description displays.
This was defined when the product was added in Add Parts and is information only.

To change the class or group contact Texada Support to use the utility Update Class/Group/Vendor on Product or in Restructure Class/Group/Rates/Tag, and the change is tracked in the Audit Log.

PRODUCT GROUP #

The Group and group description assigned to this product displays.
This was defined when the product was added in Add Parts and is information only.

To change the class or group contact Texada Support to use the utility Update Class/Group/Vendor on Product or in Restructure Class/Group/Rates/Tag, and the change is tracked in the Audit Log.

NOTES

Enter any instructions, comments or notes about this item to alert your staff.
These notes do not print out anywhere, but they do show at the bottom of the document entry screens including Counter Worksheet, Sales Orders and Sales Order Invoices.

COST EACH

This is the average cost each of this unit.
This is a display only field.
The cost is calculated using an average weighted cost, that is updated when the initial inventory record was first entered, and then by subsequent inventory purchases using a Cost Calculation Quantity as outlined in View Average Cost Adjustments.

If required, manual cost adjustments can be made using Update Product Costs & Prices.

FILE ATTACHMENTS

Multiple external documents or images can be associated with this product when setup in the File Attachments window.

This field is disabled if there is no attachment directory defined in Company Miscellaneous Parameters.

BARCODES

Window to access and update barcodes that can be used to identify this product, as outlined in Barcodes.

Note: To avoid confusion, a barcode number must be unique and cannot be the same as any other product number in the system.

Finished?

Click ACCEPT to accept any changes to this product and to exit the window.

ACTIONS:
Additional actions provided by buttons on the Parts screen include:

• Delete a Sales Part:
  The DELETE button is only active when the role assigned to the operator in Operators has permission to delete sales products.
  The role permission is setup in Security Roles on the Security tab of Configure System Settings.

  To delete an existing sales part, click the DELETE button before selecting the item, as outlined in Delete a Product.

  If a product is deleted, an audit record is generating tracking the Operator and the Date when the product was deleted. This can be viewed in Delete Log for function RSPF95.

• Inventory Inquiry:
  After selecting a sales part, click the INQUIRY button to view the information on this product as outlined in Inventory Inquiry, according to the Inventory Inquiry Categories security assign to the operator.