This article will show a user how they can manually amend a Part Record
There are several reasons why a dealership may wish to manually amend a Part record
There may be a change in MSRP / Cost Price / Package / Auto Reorder / Retail Price etc
How to manually amend a Part Record
- Navigate to the relevant Part record screen > click
- This will open up the Edit Merchandise window:
- Just scroll down to the field that you wish to change.
As we wish to change the MSRP from zero to $15.00, we have scrolled to the Per Item Pricing section
We want to introduce Auto Reordering to this Part Record
Scroll down to the section you want to change ie Auto-Reorder and add your MIN quantity value and MAX quantity value
This would mean that when the Available Stock gets down to the Minimum Qty then it will automatically add it as required for stock to the next Vendor Order you place for this Part Record's Vendor up to the value of the Maximum Qty
We want to change this Part to now be a packaged Part
Scroll down to the section you want to change ie Packaged Part
Check the radio box to indicate that it is now a packaged part and it will populate additional fields for you to complete.
Lock down the Part Record for MSRP / Retail / Description so that when importing of a new Price File, it will not override these fields back to what is included on the Price File
This will allow Dealerships that have manually change MSRP / Retail / Description to what they want them to be but then not have the Price File change it back to what the Vendor wants them to be
Dealerships will be able to lock down the pricing on the Part Record on these
On a Part record, if you see the symbol - next to the relevant fields, it means it is unlocked and will be updated when the relevant Vendor price file is imported
On a Part record, if you see the symbol - next to the relevant fields, it means it is locked and will be NOT be updated when the relevant Vendor price file is imported
To lock / unlock - on the EDIT screen, scroll to the relevant field and simply click on the lock icon to change
See example below where it sits next to the Description field
- To finalise any change, click .
Keep in mind that that on the Part Record, it will record who and when the last time the Part Record was modified