Add Parts to Sales Order

Add Parts to Sales Order

To add Parts which have not been Received or Quoted to a Sales Order, 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 pressing CMD-I to generate a new row.
  • 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 to "Create Multiple Part Numbers" in one dialog as outlined below.

Part Number

The first drop-down list shows Part Numbers that have previously been saved. You can select from the list, or enter a unique Part Number (which may include any alphanumeric characters) and start from scratch.

• After you select a Part Number, there is a popup menu for viewing the details of your applied specs, and they can be edited to a high degree of precision in the Specs module linked on the Homepage.

Template part numbers

• Select “Is Template Part Number” on the creation dialog to make that part number a base/template for creating other part numbers.
• Adding a template PN to a quote/SO/WO/etc creates a copy, and edits to these copies will not affect the template.
• Quickly create & price a new part number on order entry & receiving.

2. Part Options

Next over from the Part Number column is the Part Options column that contains two checkboxes, one labeled "IS one-off Part #" and the other "Update Defaults".

• If you select that your part number is a one-off, this means it is not intended for repeated use and will not save in the drop-down menu in the Part Number column.
• Updating the Defaults is automatically selected, and it will tell the program to replace other information that has been entered for this product number in the past.
  • This will also update the unit price if the Steelhead website 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 there 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.
• Pressing "View Details" under the "Batch Id" column will open a new page called "PART NUMBER INVENTORY BATCH".
  • This is also found through the "Part Numbers" button on the Homepage.
  • It has choices for arranging and quoting parts.
• “Contract 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 for how the part will transfer between treatment stations, with options like:
  • The automatic "auto line".
  • The "Scanner Line" that requires QR codes to be scanned.

• The next drop-down menus will be for other 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

• The drop-down menu here shows if there are multiple part numbers that have been entered for the selected part, and if so will allow you to select one.

• The button under the drop-down labeled "PART INFO" will bring up a full-screen menu with more data about the part.
  • Like the different treatments, this depends on which part is chosen and has different options available for each.
• 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 "Merge Lines" button above the SOLI table and confirm.
4. Add a price to the new line and click save.

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 specfied for 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" allows you to run both of these actions at the same time (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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