Part list

By Chris Phillips
  • In progress
    • 3 min

    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.

    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.

       

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

    4. Click ‘OK’.

       

    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’.

       

    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.

       

    4. Select the desired Part List from your list.

    5. Click ‘OK’.

     

    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.

    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’.

       

    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’

       

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

    8. Click ‘OK’.

       

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



    In addition to the method shown in Step-6, you can also hold down the CTRL key while clicking rows with your mouse to select multiple parts to copy to a Part List.

     

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