Click "Parts/Labor".
Click the "Parts/Labor Catalog" tile.
Click the "New Part" button.
Please Note: The only fields that are Required are Part Number, Customer Description and Category/Class.
Required Fields:
Enter a "Part Number". (This will be the code that can be entered in the Part #/Op Code field on a ticket, to add the part or labor as a line item.)
Enter the "Customer Description". (This is the description that will show on printed Tickets.)
Select a "Category" and "Class".
Optional Fields:
(The "Shop Description" is what the shop will see for the part, but this description isn't customer facing.)
("Part Alias Number" is an additional part number that represents this part. These can also be entered when searching for a part.)
Add Packages if desired. (This will enable this part as an option when adding a Package to a ticket. This is helpful when there is one oil change package, but multiple filters or viscosities of oil could be used.)
Click here to learn how to create a Package.
Select an Inventory Type. ( "Inventoried" means that the part is an inventory item and therefore will maintain stock. "Outside Purchase" means that the part is bought from a supplier or other outside source and it will prompt for Outside Purchase information, such as supplier invoice number, or received quantity and date. "Non-Inventoried" is neither an Inventory item nor an Outside Purchase part.)
("Supplier" is the company supplying the part. This can be selected to autofill on Outside Purchase line items or on Inventory Orders.)
("Manufacturer Code" and "Supplier Part Number" are additional Part Numbers associated with this part.)
("Min/Max Stock Level" represents the highest and lowest amount of a particular part that is desired in Inventory.)
("Location" represents the physical location of the part. This could be a shelf/row number of where it is stocked, for example.)
("Warranty Stamp" can be applied to show which warranty this part satisfies, if any.)
("Initial Quantity/Cost" show the number of this part and cost at the time of creating this part in Omnique.)
("Part Price" indicates the amount charged to a customer after a markup. The "Apply Pricing Matrix" button can be used to automatically apply the Omnique Pricing Matrix that is set as the shop's "Default".)
Click here to learn how to set up a Pricing Matrix.
("Is Part Taxable: can be deselected to not include the price with taxes associated to a ticket.)
("Is Tire" can be enabled to prompt DOT numbers for tires.)
Click "Save" to commit this part to the Catalog.
