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DealerTeam

Add New Parts Master from Purchase Order Screen

Goal

After a Purchase Order (PO) has been created, learn how-to add a new Part to Parts Master directly from the PO screen.  

New Feature is available for DealerTeam Mobility Package 2.7 and above. 

  • Ability to add a New Part Master directly from the Purchase Order Screen.
  • Saves you a few clicks.

First Step - Open PO

Begin by opening the desired PO. If one does not exist Create a New PO.  

Add Part to Parts Master - Select or create PO

Second Step - Add Part to Parts Master

Click "+" button to add new Part to Parts Master

Add Part Master from PO screen - click add

Fill in required fields (red) and other necessary fields. 

An example of all required fields with values. After necessary values are entered click Save.

Add Part to Parts Master - fields with values

Repeat second step to add more Parts to Parts Master.

Third Step - Complete Purchase Order after adding new Part Master

Recently added Parts Master (FL-840-S) will auto fill Part field. To add new Parts Master to Purchase Order

  1.  Insert quantity desired in Quantity field 
  2. Click Add Part to Purchase Order Button to complete Purchase Order.

What's Next

This is what was achieved and what was omitted in this how-to.