Part

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Icon.Part.png The Part module, located in the Materials group, allows parts to be created and modified. There are several part types, but in general, a part is an item that is stored, manufactured, or consumed. Parts can also have a corresponding product, which is an item that is sold to a customer.

Contents

Module buttons
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New Button.png New creates a new part.

Save Button.png Save saves any changes made to the part.

Delete Button.png Delete deletes the part.

Auto ROP Button.png Auto ROP allows multiple reorder points to be set simultaneously.

Auto ABC Button.png Auto ABC allows multiple ABC codes to be set simultaneously.

New BOM Button.png New BOM creates a new bill of materials with the open part as the finished good.

To Inventory Button.png To Inventory loads the Small.Inventory.png Inventory module for the open part.

Duplicate Button.png Duplicate creates a duplicate copy of the part.

Email Button.png Email attaches the module's default report to an email, if email is configured.

Print Button.png Print sends the default module report to the printer.

How To Button.png How To opens this article in a web browser.

Refresh Button.png Refresh reloads whatever is currently open in the module.

Create a part
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New parts can be created in the Small.Part.png Part module, through CSV, or by typing a new item number in a Part/Product field and selecting Add New. The Part/Product field is found in many modules including Purchase Order, Sales Order, Transfer Order, Consignment, and SalesPoint. Follow the steps below to create a new part from the Small.Part.png Part module. If desired, many of the wizard steps can be hidden.

  1. Open the Small.Part.png Part module and click the New Button.png New button located on the module toolbar.
  2. Enter the part number, description, UPC, part type, and unit of measure (UOM).
    Create a new part.part description.png
  3. Enter the product details and then click Next.
  4. If the part will have tracking, select the tracking methods and then click Next.
    Tracking Inventory.png
  5. If the part is already in stock, enter the initial inventory and then click Next.
    Initial Inventory.png
  6. If applicable, enter the part's default locations and then click Next.
    Default Locations Step.png
  7. If applicable, select a default vendor and then click Next.
    Default Vendors Step.png
  8. Enter any part custom fields and then click Next.
    Part Custom Fields Step.png
  9. Select the default accounts to use with the accounting system and then click Next.
    Default Accounts Step.png
  10. If applicable, highlight any categories in the Product Tree and then click the Add button. Press the Clear button to remove the product from the product tree.
    Product Tree Step.png
  11. Click Next and enter any product custom fields.
    Part Custom Fields.png
  12. Click Next to see the Summary step and then finish the wizard.

Inactivate a part
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A part can only be deleted if it has not been used and it has no associated products. The part cannot be deleted if inventory has been added, the part is on an order, etc. However, a part can be inactivated so that it will not appear in part lists.

Edit a part
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Nearly all aspects of a part can be edited by opening the part, clicking the corresponding tab, and changing the desired field.

Create part reorder levels
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Reorder levels are used to determine when inventory is getting low and when specific parts should be reordered or manufactured. Below are a few of the ways that reorder levels can be utilized.

Reorder Information section.png

A reorder level consists of two numbers:

Reorder levels could also be explained by using an analogy of fuel in a car. The ROP is the warning light indicating that the fuel is low and it's time to fill-up. The OUL is the capacity of the fuel tank.

Reorder levels are either specified per location group, or company wide, depending on the Small.Location Group.png Location Group module options. Reorder levels can be set through any of the following methods:

Follow the steps below to manually create individual reorder levels:

  1. Open the desired part in the Small.Part.png Part module and click the Inventory tab.
  2. Click the Add Icon Button.png Add Reorder Level button located on the component toolbar to the right.
    New reorder level.png
  3. Enter the Order Up to Level (OUL) and the Reorder Point (ROP) and then click OK.

Auto ROP wizard
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Follow the steps below to automatically create Reorder Levels in the Auto ROP wizard based on historical data.

  1. Click the Auto ROP Button.png Auto ROP button located on the module toolbar of the Small.Part.png Part module.
  2. Select which parts should be included in the calculation and click Next.
    Auto ROP wizard step 1.png
  3. Select the date range that should be used for the calculation and click Next.
    Auto ROP wizard step 2.png
    • Unit sales per day is calculated as total sales (or manufacturing use) / total number of days in the selected date range. For example, if 100 units were sold over 50 days, unit sales per day would be 100 / 50 = 2
    • If the starting date is left blank, the first date in the inventory log for each part will be used (the first day the part was added to inventory).
  4. If applicable, enter a forecasting percentage to account for increasing or decreasing sales and then click Next.
    Auto ROP wizard step 3.png
    • The forecast percentage is multiplied by the total quantity and then used in the unit sales per day calculation. For example, if 100 units were sold over 50 days, and a forecast percentage of 25% is entered, unit sales per day would be 100 * (1 + .25) / 50 = 2.5
    • The comparison date range calculates a percentage by dividing the total quantity in the forecasting range (step 3) by the total quantity in the date range (step 2). Typically this would mean the forecasting range should be a comparable period in the past, such as last year. For example, if 50 units were sold last year, and 100 units were sold this year, the forecast percentage would be 50 / 100 = 200%
  5. The Reorder Point step gives an explanation of the formula used to calculate the ROP. Enter the Lead Time, Safety Stock, and Basic Stock and then click Next.
    Auto ROP wizard step 4.png
  6. The Order Up to Level step gives an explanation of the formula used to calculate the OUL. Enter the Order Interval and then click Next.
    Auto ROP wizard step 5.png
  7. The final step of the wizard shows the reorder levels that were calculated.
    Auto ROP wizard step 6.png
    • To modify the reorder levels, select the desired parts by ctrl-clicking each one, enter the new ROP and OUL levels, and then click the Save Icon Button.png Save button.
    • The Pause Icon Button.png Pause button will leave the reorder levels at their current values.
  8. Once all of the reorder levels are correct, click Finish to complete the wizard.

Establish ABC codes
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Auto ABC wizard.JPG
ABC codes provide a way to classify inventory. For example, important inventory parts that have a large impact on sales could be classified as A while parts that are less valuable and less important could be classified as C. A part's ABC code can be set manually on the Inventory tab of the Small.Part.png Part module, or calculated based on historical sales data by using the Auto ABC wizard.

Follow the steps below to use the Auto ABC wizard.

  1. Click the Auto ABC Button.png Auto ABC button located on the module toolbar of the Small.Part.png Part module.
  2. On the first step of the wizard, specify whether the codes should be calculated using Sales Activities, Manufacture Activities, or both. Also select a time period to use while calculating the codes.
  3. Click Next to confirm the ABC codes. The codes will be calculated using the percentage for Sales and/or Manufacturing usage (80% - A, 15% - B, 5% - C). Any code can be changed as necessary by using the A, B, and C buttons on the component toolbar to the right. Select Finish to complete the wizard.
    Auto abc step 2.png

The Advanced Search in the Small.Part.png Part module provides the ability to filter parts based on their ABC code, as does the Cycle Count List report.

Create a tracking method
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Custom tracking methods can be created in Fishbowl to keep track of important part details. A tracking method could be created to track details such as size, color, dates, etc. Multiple serial number can also be added. Follow the steps below to add a new tracking method.

  1. Click the Tools menu in the Small.Part.png Part module, select Module Options and then click the Tracking tab.
    Create unique tracking methods.png
  2. Click the Add Icon Button.png Add Part Tracking button located on the component toolbar.
  3. A blank line will be added at the bottom of the Part Tracking List. Click each empty field to enter the details for the tracking method.
  4. Select from the following options in the Type field: Text, Date, Expiration Date, Serial Number, Money, Quantity, Count, or Checkbox.
  5. Click OK to save the changes and close the Module Options window.
  6. To track a part by the newly created tracking method, open the part, click the Details tab, and place a check mark next to the new tracking method.
    Track expiration date and serial number.png

Additional columns can be displayed on the Tracking tab of the Small.Part.png Part module options by right-clicking a column header. To inactivate a tracking method, uncheck the Active box. The Usage column displays how many parts use each tracking method. Tracking methods may can also be deleted or moved using the buttons on the component toolbar.

Primary tracking
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Primary Tracking has been created within Fishbowl to replace the use of Tag tracking in both the Fishbowl Client and Fishbowl Mobile. Primary Tracking has been designed to provide functionality similar to tags and offers many of the same features tags provide; however, Primary Tracking utilizes part custom tracking rather than auto assigned numbers. For additional detailed instructions on how this feature works, please see Primary tracking.

Auto tracking
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Fishbowl has the ability to automatically generate serial numbers and part tracking in the Small.Inventory.png Inventory module, the Small.Receiving.png Receiving module, the New part wizard, and anywhere that new tracking data is entered.

  1. To enable auto tracking, open the desired part in the Small.Part.png Part module and then click on the Details tab.
  2. In the Next Value field, enter the next tracking value that should be used.
    Next Tracking Field.png
    • Any Serial Number or Text type tracking can be automatically increased. Every time a new tracking value is needed, the final group of numbers will be increased by one. For example, BB2001-99PRO will be incremented to BB2001-100PRO.
    • Any Date type tracking can be automatically set for a specified number of days in the future. For example, if the next value for an expiration date is set to 30, the expiration date will be set 30 days from today.
  3. Click the Save button on the module toolbar.
  4. Now when entering tracking for this part, click the Auto Icon Button.png Auto button to automatically populate the tracking fields with the next tracking value.
    Auto Tracking Panel.png

Part types
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Below is a list of the part types available in Fishbowl.

Batch upload part pictures
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The Part CSV can be used to upload pictures for multiple parts at once.

  1. Export the Part CSV by clicking the File menu, selecting Export, and then choosing Part.
  2. Choose a location to save the file.
  3. Browse to the location where the file was saved (Documents folder by default) and open the file in a spreadsheet program like Excel.
  4. Type the path to the image file into the PictureUrl column.
    • If the images are located in an images folder on the C: drive, the cell value would look similar to this:
      file://localhost/C:/images/B201.jpg
    • Make sure the file extension matches exactly (.jpg, .jpeg, .JPG).
    • In the URL field, localhost means that the files are located on the local computer. The word localhost could be replaced with the name of the server where the images are stored. If the name of the server is excluded, make sure there are three forward slashes instead of just two: (file:///C:).
    • If the images are predictably named, a formula can be used to reference other cells. For example, if the image is named the same as the part number, then the part number field (A2) can be used in the formula. The same formula can be copied into all applicable cells. The formula would look similar to this:
      ="file://localhost/C:/images/"&A2&".jpg"
  5. Import the Part CSV by clicking the File menu, selecting Import, choosing Part, and then selecting the edited file.

TABS

General tab
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Part Module general subtab.png

The General tab displays important details about the part.

Details tab
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Part Details subtab.png

The Details tab displays part details such as Revision, UPC, Size, and Weight.

Accounts tab
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Part accounts subtab.png

The Accounts tab allows parts to be assigned to specific accounts in the accounting system.

Inventory tab
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Part Inventory Subtab.png

The Inventory Tab provides inventory details for the selected part, allows the ABC Code to be set, and also allows Reorder levels to be set. To view a detailed display of inventory in each location group, click the Info Icon Button.png Info button located to the right of the inventory values. Below are descriptions for the inventory values displayed on the Inventory tab. In the Fishbowl Client, hover the mouse over each inventory value to see more information.

Locations tab
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Default Locations subtab.png

The Locations tab allows part default locations to be set for each location group.

Bill of Materials tab
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Part bill of materials subtab.png

The Bill of Materials tab displays which BOMs include the open part.

Vendors tab
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Part Vendors subtab.png

The Vendors tab provides a list of the vendors this part was purchased from. Information included for each vendor is shown below.

Use the Add Icon Button.png Add button, Edit Icon Button.png Edit button, or Delete Icon Button.png Delete button by highlighting the vendor and clicking the corresponding button located on the component toolbar.

Memo tab
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Part Memo subtab.png

The Memo tab can be used to add information to each part. The upper pane displays the memos, the date they were created, and the user that created them. Highlighting a memo will display the details of the memo in the lower pane.

Custom tab
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Part Custom subtab.png

The Custom tab stores additional fields for the part that can be customized to fit the needs of each company.


MODULE OPTIONS

Some aspects of the Small.Part.png Part module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Part module options.png
With this option checked, the part and product descriptions, not just the numbers, will be searched when typing into part and product drop downs.
Tracking tab
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Part module options tracking subtab.png
Part Wizard tab
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Part Module Options Part Wizard.png
When creating a new part, many of the wizard steps can be hidden by checking the Checked.png Don't show this step again checkbox. The visibility of the steps can be set at the bottom of the wizard steps, or in the module options.

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