How to Create Customer Part Numbers while entering an Order / On-The-Fly Part Setups
The ability to create customer part numbers while entering an order is a very helpful and easy process. These are a few quick screenshots to describe how its done.
1. Enter the item that you want to customize on your order and then right click in the customer part number column. Select "Create Customer Part Number" from the drop down menu.
2. Enter the new Customer Part Numbers in the field labeled "Their Part Number". Click Save.
3. The new Customer Part Number will now show on your order and will be saved for all future orders/quotes.
There are a few issues that are still popping up on new part setups.
- Please try to make all three product groups match. The system will default to “SPECIAL” on both the “Sales Discount” and “Purchase Discount” Groups. Please make both of these match your “Product Group”.
- Please add your supplier part number if you have one. This saves time for someone else to do it in the future.
- Please add any additional information that may be helpful to purchasing or warehouse in the future in the Extended Description box.
- If your item is not a physical item, please do not track lots. I am seeing many Expedite Fees and NRSUC (tooling) items that are tracking lots. When these items have track lots checked, it causes issues when we are receiving product and often times invoicing is delayed while we sort out the issue. Fixing this issue sometimes takes up to 15 minutes per part, so please make sure you are checking this when you setup the part. It only takes a second.
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