Creating New Parts in the System

This guide outlines the process of adding new parts to the system to ensure they are available for sale and properly recorded for inventory and pricing purposes. Keeping an accurate and updated parts database is essential for seamless operations, correct pricing, and efficient stock management.

Steps to Create a New Part

1. Access the Parts Record

   • Navigate to Parts > View Update Records.
   • Enter the part number and click Load to check if the part already exists.

2. Adding a New Part

   • If the system does not find the part, you will receive a prompt to add it as a new record.
   • Click Yes to proceed.

3. Entering Part Details

   • Provide a clear and accurate description of the part.
   • Navigate to the Global taband enter the following:
     • Retail Price – the price at which the part will be sold to customers.
     • Sale Price – if applicable, enter any discounted price.
     • Cost Price – the internal cost of the part.

4. Adding a Surcharge (If Applicable)

   • If the part requires an additional charge (e.g., core charge or handling fee), click the Surcharge button and enter the relevant value.

5. Making the Part Available for Sale

   • Go to the Dealer tab.
   • Ensure that Available for Sale is ticked to allow sale of the part.

6. Finalising the Process

   • Click Save to confirm and store the new part in the system.