Viewing the stock parts list

To view the stock parts list click the Stock icon in the toolbar. The stock parts list will be displayed.

Viewing a stock part record

To view a stock part record, in the stock parts list, locate and double-click the part. If the part is not immediately visible you can search or filter the list.

Searching for a stock part

You can search for a part using the search filter. At the bottom of the stock part list is a Search field and a Search Column drop-down list. Select the column you want to search from the drop-down list and enter a full or partial search term in the Search field and click the Find button. The stock parts list will be filtered to include only the parts which match the search term.

There is also an Advanced Find function. To open this click the Advanced Find icon in the toolbar. A window will open which enables you to search on the following fields:

Enter appropriate search terms and click the Find button. The stock parts list will be filtered to display only the parts which match your search terms.

The make, model and engine information can be entered in the stock part Comments and Applications tab.

Adding a new part record to the stock list

To add a new part record:

1.	Click the Stock icon in the toolbar. The Stock parts list will open.

2.	Click the New icon in the toolbar.

4.	When you have finished entering the part click the Save icon in the toolbar. To discard the changes click the Cancel icon in the toolbar.

Creating a new part by copying an existing part

You can create a new part by copying an existing part record. To do this, open the stock list and open the part record you want to copy. Then click the Copy this Part icon in the toolbar. Give the new part an existing part code and click the OK button to save it.

Editing a stock part record

To edit a stock part record:

1.	Click the Stock icon in the toolbar. The Stock parts list will open.

2.	Highlight the record you want to amend and click the Edit icon in the toolbar.

4.	When finished, click the Save icon in the toolbar to save the changes. To discard the changes click the Cancel icon in the toolbar.

Changing the part reference code

To change the reference code for a part:

1.	Click the Stock icon in the toolbar. The Stock parts list will open.

2.	Highlight the record you want to amend and click the Edit icon in the toolbar.

3.	Click the Change Part Ref icon in the toolbar.

4.	Enter the new part reference code and click the OK button. To discard the changes click the Cancel icon in the toolbar.

The stock part record

This section explains the various parts of the stock part record.

Stock Item Details tab

Part Ref. Code

This is the unique reference by which the part is identified in the Workshop Manager.

Category

You can assign the part to a Category. For information on how to add a new category please see the help topic Stock Categories.

Item Description

You should enter a short name or part description, e.g. 'Brake Pad' or 'Steering Wheel - Ford Ka'.

Last Sale

This is filled in automatically with the date of the last invoice which contained the part.

Sold (last 12 months)

This is filled in automatically with the number of this item sold in the last twelve months.

Stock Purchases section

Supplier tab

You can select up to two suppliers for a given part and you can swap between them using the appropriate tab. For information on setting up suppliers please see the help topic Suppliers.

Supplier's Part Code

This field can contain the supplier's own part code which may be useful for reordering.

Nett Cost Price

This is the nett cost price of the part

VAT Code

VAT code for the item.

Nominal (code)

Nominal code for the item.

Stock Sales section

Nett Sell Price

The selling price. Normally this price excludes VAT but if the option 'Price is VAT inclusive' is selected then this price includes VAT.

VAT Code

Nominal (code)

Unit of Issue (UOI)

This is the default sell quantity.

Price is VAT inclusive

Selecting this indicates that the Nett Sell Price to be VAT inclusive.

Item Location

Use this field to indicate the part's location in your stock room or warehouse.

Stock Quantity

The current stock level.

Reorder Level

When the Stock Quantity is equal to or less than this number, the part will appear on the Stock Reorder Report.

Omit Stock Part from Stock Reports

Selecting this option removes the part from all stock reports.

Comments and Applications tab

Notes

Enter any additional information about the part.

Suitable Part Applications

You can use these fields to record which vehicles and engines with which the part can be used. This can be searched using the Advanced Find function described above.