Differences

This shows you the differences between two versions of the page.

--- parts [2021/08/24 14:45] – [Parts List] darryl
+++ parts [2023/06/22 14:30] (current) – external edit 127.0.0.1
@@ Line 13: / Line 13: @@
 {{ :partslist.png?nolink&800 |}}
-Double click a Part to open the record to view & edit.
+Double click a Part to open the record to view & edit, or click the 'Add New Part' to create a new record.
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 ==== Add Part ====
+Part Add allows you to create new Part records.
+{{ :partadd.png?nolink&800 |}}
+Below is a description of the Part Types:
+^Part Type^Description^
+|Disposable|A standard stocked item|
+|Repairable|A more high-value stocked item, which can be set as an [[Equipment#Equipment Option|Equipment Option]]|
+|Chargeable|A charge, such as Labour|
+|Saleable Product|A serialised 'Part' which also has a counterpart [[Product]], and when used on a [[Field Report]] or [[Sales Order]] will create an [[Equipment]] item on the [[Site]] |
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 ==== View/Edit Part ====
+The Part Modify screen allows you to view and edit a Part record. From here, you can make changes to most of the fields.
+{{ :partmodify.png?nolink&800 |}}
+Click Save to save any changes made.
+To change a part number, click the renumber part button in the top right corner of the part details box. This will open up a window where you can input the new part number.
+{{ ::part_renumber.png?nolink&400 |}}
+This will change the part number across the entire system. Part numbers need to be unique, so you cannot have two parts with the same number.
+----
+===== Tabs =====
+==== Suppliers ====
+The Suppliers tab will display a list of any [[Supplier]] who you've previously purchased this Part from. These can either be manually entered using the 'Add Part Supplier' button, or automatically saved based on Purchase Orders.
+{{ :partsuppliertab.png?nolink&800 |}}
+This list of Part Suppliers can be edited or deleted from this tab.
+----
+==== Kit Parts ====
+The Kit Parts tab allows you to set a list of Parts which belong to your Kit.
+A Part Kit is essentially one Part record that exists to represent multiple Parts under one label. A Part can be set as a kit by using the 'Kit Part' tickbox on the main Part screen. From here, add lines under the Kit Parts tab to build up the contents of your kit.
+{{ :partkitpartstab.png?nolink&800 |}}
+----
+==== Usage ====
+The Usage tab functions as a dropdown which gives the option to view the history of a Part, either on Field Reports or within the Stock Audit table.
+{{ :partusagetab.png?nolink&400 |}}
+The Field Report tab will show a list of Calls which have this Part on a Field Report, whereas the Stock tab will show the Stock Audit table filtered for this Part.