Add Parts to Sales Order

Add Parts to Sales Order

To add Parts which have not been received or quoted as a Sales Order Line Item (SOLI), press the ADD PARTS (TABLE) button from within a Sales Order. In this dialog, you will see:

• Settings to select every detail about the Parts to be added.
• Several options for adding additional Parts:
  • By using the "ADD ROW" button.
  • By copying any line item (for further editing) with the "Copy" tooltip on the right side.
  • By adding a row from another Sales Order.
• To enter multiple similar Parts which will undergo the same Processes, you can use the button +CREATE MULTIPLE PART NUMBERS.

Part Number

The first drop-down list shows Part Numbers that have previously been saved. Select a Part Number from the list, or enter a unique Part Number (which may include any alphanumeric characters) to create a new Part Number.

• After selecting a Part Number, there is a popup menu to view the details of Specs applied to the Part Number (VIEW SPECS - EDIT PN TO EDIT SPECS). These Specs can also be edited to a high degree of precision in the Specs Dashboard linked on the Homepage.

2. Part Options

If an existing Part Number has been selected, move to the Part Options column. This column contains two checkboxes, one labeled "Is one-off Part #" and the other "Update Defaults".

• 'Is one-off Part #" means the Part Number is not intended for repeated use and will not save in the Part Number drop-down menu.
• If 'Update Defaults' is selected, it will replace information that has been entered for this Part Number in the past.
  • This will also update the unit price if the Steelhead app has been selected as the source of truth for accounting data.
    

3. Quantity

The Quantity column is where you can choose the amount of parts to be treated.

• The entry field can be changed to any amount needed.
• The button under this is to show or hide the inventory of Parts that are available to be treated.
• “Sales Order Total Part Count"
  • Auto-populates with the number of Parts entered but can be edited if more Parts need to be on the contract.

4. Processes/Treatments

• The first drop-down list in this column is to select the Process which the Parts will be going through, with potential options like:
  • The automatic "auto line".
  • The "Scanner Line" that requires QR codes to be scanned.

• The next drop-down menus are used to select Treatments (5) that change depending on which transfer process you use.
  • There may be Blasting options, Powder coating colors, Primer, or others.

6. Description

This column simply has an entry field for writing any notes or comments about the part being treated. Anything that might be of interest to Station operators could go here.

7. Work Order

• This drop-down menu shows any existing Work Orders that include this Part Number. There is also the option to create a new Work Order.

• The button next to the drop-down will add a new Work Order for the Part Number if available.

8. Price/Unit

• The button under this column allows the Quote information for the Sales Order to be viewed.
• If this has not been connected to Quoting, there will be an orange alert notifier that says "Existing Line!"
  • Since no Quote is selected in this case, the system will try to add the information to an existing line.
• "CONTRACT" button (9) that allows Contract Line Items to be added/edited.

You can quickly flatten the prices of Sales Order Line Items:

1. Go to the page for your Sales Order.
2. Create lines for multiple parts on a Sales Order.
3. Click the JOIN LINES button above the SOLI table and confirm.
4. Add a price to the new line and click save.

There is a key difference between a Sales Order Line Item with no pricing defined and with $0.00 as the line rate.

• Unpriced lines simply mean that the price has not yet been determined, and it will be entered later.
• Line pricing of $0.00 means that the line item is to remain free of charge. The pricing rate could have been waived or might be included in a different line item.

The intended workflow is to only set a rate for the line item if the rate is known. This will create a Sales Order Line with the defined rate. If pricing information is not known, then do not create a Sales Order Line and the Line Item can be priced after the fact.

10. To Node

This column is for directing the transfer of Parts, with a drop-down menu for both "from" and "to".

• The first menu will be automatically populated with the current Node, if applicable.
• The second menu (11) will need to be specified for the Part to reach the correct destination.

Actions

• The actions column has just two icons:
  • One is for deleting the Part row (12).
  • The other is for copying it to be under the original Part row (13).
• If there is only one Part row present on the "Add Parts to Sales Order" screen, deleting it will still work without closing the menu.

More Row Options

These are a few extra master options you can use while adding parts:

• ADD ROW to put a new empty row onto this Sales Order (14).
• ADD ROW FROM SALES ORDER to add Parts that are already on the contract (15).
• SAVE button saves the Parts to the Sales Order (16).
• SAVE & PRINT saves the Parts and also creates a PDF Job Tag for the floor (17).

Create Multiple Part Numbers in One Dialog:

To create a number of similar new Parts in a Sales Order, you can turn on the "Enable Create Multiple Part Numbers" toggle in your Domain Settings and follow these steps at order entry:

1. Create a Sales Order and open the "Add Parts" table. Choose the "Create Multiple Part Numbers" button.
2. Add the Specs, Process (select opt-in/out choices and/or default Treatments as applicable), and number of distinct new Parts to be created, saving after each step.
3. Add quantities, descriptions, and prices, and click "Finish."
4. You then have the opportunity to make any changes to the new parts individually in the "Add Parts" table.
   • Clicking the "Assign Unique Names" button will give each unnamed Part Number a unique name.
   • Activating the "One-Off Part Numbers" toggle will make all the newly created Part Numbers one-off (meaning that those numbers won't appear later in drop-down lists at order entry).

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