TW - Parts
Texada Web Stand-Alone Menu -> 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.
Topic Keyword: FRSPF01 (6624)