(future article)Use Parts Lists to make reordering parts & materials that are routinely kept on-hand easy. By setting minimum (Min) and maximum (Max) quantities, you can then create purchase orders that automatically set the desired order quantity to bring your on-hand numbers up to your ‘Max’ threshold.

Table of Contents:

Adding Parts to a Part List

From the ribbon menu, navigate to the Part List form.

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Before adding parts to a parts list, the list needs to be created.

1. Click the drop-down to see your existing Parts Lists.

2. If the parts list you’re looking for doesn't exist, click the ‘New List’ button.
   

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3. Give your new list a name. for this example, we’ll create a new list called ‘Edgebanding’.

4. Click ‘OK’.

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5. To add a single part at-a-time, click ‘Add Part’.

6. Use the ‘Search’ field to narrow your list, or;

7. Filter your list by selecting one or more of the Category, Sub-category, Vendor Pricing, or Project Parts filters.

8. Select the part you want to add to the list.

9. Click ‘OK’.

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Adding to a Parts List via the 'Parts' Form

1. Navigate to the Parts form.

2. Right-click the part you want to add to the list (part becomes highlighted yellow).

3. Select ‘Add to Part List’ from the pop-up context menu to open the ‘Select Part List’ picklist.

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4. Select the desired Part List from your list.

5. Click ‘OK’.

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Adding Parts in Bulk

The method above allows you to quickly add a part to your Part List one-part-at-a-time. However, there is an easy way to add parts in-bulk from the Parts form.

From the ribbon menu, navigate to the Parts form.

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1. Click on the ‘Any’ link in the Filter Category field 'to open a pop-up menu to choose the category to filter by.

2. Select a Category.

3. Click ‘OK’.

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4. In any one of the columns, highlight the rows that you want to add to a Part List.

5. Right-click on the last highlighted row to open a pop-up context menu.

6. Select ‘Add to Part List’

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7. Select your desired Part List from the pop-up.

8. Click ‘OK’.

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9. Click ‘OK’ to close the pop-up acknowledging the parts that were successfully copied.

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