HowTo/Add Parts

From PERPWiki

ADDING PARTS TO A PARTS PRICE LIST

These directions make the following assumptions:

1. A sales category called Parts exists (See Definitions)
2. At least one parts price list has already been created. (See Price Lists)

The first step is to tell pERP that these stock items are available for sale as parts. Once you have done this, you will be able to quickly add them to whatever price list(s) you need.

STEP 1: LETTING pERP KNOW WHICH STOCK ITEMS CAN BE SOLD AS PARTS

You can do this from a supplier catalog or from the stock list.

A. FROM A SUPPLIER CATALOG

Let's say we're adding items from the GEC001 catalog. .

1. A/P > Suppliers > GEC001
2. Click the Catalog tab
3. Find a stock item you want to add to the parts list
4. Right click on the Our Code of the item and choose open in new tab
5. Click on the new browser tab if necessary
6. Click the Pricing Tab
7. On the right side, click the dropdown menu under Sales Category
8. Select Parts (this tells pERP that we sell this item as a part, as well as using it to build spas)
9. Click the Add Button and wait a second while the record saves automatically
10. Close that browser tab

You should now be back at your Supplier Catalog. Repeat steps 3 to 10 until you have added all the parts for that supplier

Repeat these steps for the next vendor.

B. FROM THE STOCK LIST

Suppose you want to add a variety of parts but they are from a variety of different vendors. It might be easier to work from the stock list.

Inventory > Stock List. In the list, Search for the stock number or the part name using the Search function. When you find the part, click on it to edit it. In the Edit Stock Item page

1. Click the Pricing Tab
2. On the right side, click the dropdown menu under Sales Category
3. Select Parts (this tells pERP that we sell this item as a part, as well as using it to build spas)
4. Click the Add Button and wait a second while the record saves automatically
5. Use the Side Menu to go back to the stock list.

Repeat for the next part.

STEP 2: ADDING PARTS TO YOUR PRICE LIST(S)

1. Open the price lists section. Sales Orders > Price Lists.
2. Set the Category filter to Parts. This will ensure that you are using the right set of price lists (this just makes the parts easier to find)
3. Click the Edit icon for the parts price list you want to work on.
4. Decide when your price changes are to take effect. pERP automatically gives you until 9:00 am tomorrow. If you think you will need more time (say until noon tomorrow) you can change the date or time. Do not use LESS than the pERP setting. Rushed last-minute changes cause everybody headaches.
5. If necessary, change the Display setting to "All stock items and options"
6. The part you added in step one will appear, with the price set to N/A. Change the price to what it should be.
7. Repeat until all the parts have been priced.
8. Click Save

Go on to the next part list and repeat steps 4 through 8.