Viewing, Updating, and Creating Parts Records

This guide explains how to view, update, and create parts within the Navigator system. While franchised suppliers often provide preloaded parts data, manual access and editing may be necessary for stock control, pricing accuracy, and supplier management.

Viewing and Updating a Part

1. Open Parts Record Screen:

• From the Parts Menu, select View and Update Records.

2. Locate the Part:

• Enter the part number and click Load, or use the Search function.

3. Understand the Tabs:

• Global Tab:

  • Applies across all branches.

  • Shows description, franchise, retail price, surcharge info, and discount codes.

  • Displays supersession info (if applicable).

• Branch-Specific Tabs:

  • Apply only to the logged-in branch.

4. Key Fields and Features:

• Dealer Tab:

  • Set supplier information.

  • Tick boxes to control sale availability and discount permissions.

  • Choose reorder category for automated ordering.

  • Add a Pop-Up Note to appear at point of sale.

• Stock Tab:

  • View and update stock quantity and bin location.

• Sales History Tab:

  • Shows monthly sales log.

• Audit Tab:

  • Lists sales, purchases, stock adjustments.

  • Double-click entries to view related documents (invoices, goods in notes).

5. Save Changes:

• Click Save to apply any updates.

Creating a New Part

1. Start the Creation Process:

• Enter a new part number and click Load.

• If the part is not found, the system will prompt to create it.

2. Enter Required Information:

• Description

• Franchise

• Retail Price

• Either enter a Discount Code or manually enter sale and cost prices.

3. Configure Additional Settings:

• On the Dealer Tab:

  • Set suppliers (optional).

  • Review miscellaneous tick boxes.

  • Add a pop-up note if needed.

• On the Stock Tab:

  • Optionally assign a Bin Location (default is "NOT STOCKED").

  • Bin location can also be set later during the goods in process.

4. Save the New Part:

• Click Save to complete creation.

Important Tips:

• Always ensure branch-specific data is updated in the correct branch context.

• Use pop-up notes to communicate key information at point of sale.

• Default bin location "NOT STOCKED" prevents parts from being auto-ordered.

• Only authorised users should create or edit part records to maintain data integrity.