Parts & General Inventory Homepage
This is the parts & general inventory homepage. This page acts as a hub for parts and general inventory related actions. The word "parts" is used to mean any item that is tracked as a group (including labor and services). It is also important to note that the words "parts" and "part number" are editable on a per corporation basis from the corp-wide settings. Specific items are called units or stock numbers (serialized units) and are handled through a different section (usually bigger ticket items). All new vendors, new parts, and part quantities are handled through the PO homepage (purchase orders). General items (parts) will only show up in inventory once they are brought in through a PO.
Special notes about the part search:
If you want to get all of the parts for a specific vendor, enter the keyword "all" (w/o the quotes) in the part number field, select a vendor, and hit the search button. If you are not sure of a part number, use the like switch to make your search more flexible. The vendor and part category filters are not required unless you want all of the parts for that vendor or category. Basically, the page won't work unless something is in the actual part number search field. All of the other fields are filters to help tighten your search results.
The part number search field is also optimized for barcodes, reference numbers, descriptions, and of course part number searches. These four fields make a very flexible 4-way search to help you get to your data quicker. Being able to search the part description field is a huge door-way into the parts department. To use a barcode scanner, make sure that the cursor is blinking in the part number field, scan the item and let the system do the search. Even if you don't have a scanner, you may still enter any part of the barcode or reference number, the application will submit the form and do a search on the submitted value and will return any matching results. The part number field may also be used to search for recipe/builds if you have that permission and see the recipe match option. Recipes are grouped items (recipes, kits, package deals, etc.) that will populate a shopping cart as a pre-set group.
The page has three main parts. The top section has links, navigation, and parts related options. The simple parts search (see special notes above) form is next. If the search form is hidden, use the show/hide button to interact with the search form. Once the search has been completed, the search results will show up below the search form.
Once the search results have come back, there will be shopping cart options (add to cart) and other parts drill-down links. Depending on permissions, there may be an edit link (with correct permissions), two different show parts options, and other links for each part. The link that says [cust] (for customers or customer view) will show the part with details minus the cost and profit. The link that says [full] will show all part details plus the cost, mark-up, and profit on the parts. Once you get to that page, there is also a page mode switch to help if a customer is looking over your shoulder. There will also be a link that says [usage]. This link will show you every instance where that part number has been used (PO or invoice).
If your search returned more than one item in the results, you may add multiple items to the cart at the same time. The system is set up to look for a valid quantity in the add to cart textboxes (form fields). Any item that has a valid quantity (numeric value) will be added to the cart. The only time this does not apply is on transfers (meaning multi part numbers at the same time). Items must be done one at a time (any quantity but only one item at a time on transfers).
The quantity that shows up is related to the location that is selected in the list above. There is also a thumbnail image on the far left of each part number. This helps you know if the part number has additional photos or images. If different than the default image, you may click on the image to see the gallery page. The photos are also available from the "full" and "cust" drill-down links.
Additionally, if you have the advanced add to cart permission turned on, there may be a link that has two plus signs together like this: "++". If you see this link, you may use a special add to cart page that has additional fields, calculators, and special options.
If you would like to learn more about using Adilas as an online POS (point of sale) system, see this help file that talks about barcodes and doing barcode searches.