Parts List page (Parts Advisor)

The Parts List page provides the Parts Advisor with a single page for reviewing and updating parts pricing and availability for the RO.

Note: All users have access to the Parts List page however Technicians and Service Advisors are only allowed to change the quantity and description fields and must save data on this page via the "Save" button at the top of the page.

Refer to Using the Parts List page for instructions on using this page to complete parts pricing and availability.

  1. The parts list has the following columns:

Note: Toggle the "Full View" switch on to see all the following columns. The default is the condensed view which shows only the columns key to the user type and requires no scrolling.

    • Checkbox (Recommendations only) - use to select rows to delete.
    • Tech Id (Recommendations only) - the DMS Id of the Technician who made the recommendation. Hover over the Id to see the name.
    • Type - shows one of the following:
      • AS = The part is associated with an approved service i.e. a service approved from the write-up. It will always be highlighted green to indicate approval.
      • REC = The part is associated with a recommendation. The field will be highlighted green when the recommendation is approved. Hover over to see the recommendation description. If the recommendation is deferred, it is not highlighted.
    • Parts Id - the DMS Id of the Parts Advisor who last edited or updated the line. Hover over the Id to see the name.
    • Qty - quantity of parts needed.
    • Part # - includes a search-as-you-type feature, showing matching part numbers, if there is parts tape integration. Leading zeros are not required.
    • Description - also includes a search-as-you-type feature, showing matching parts, if there is parts tape integration.
    • Source - for all REC lines, select a parts list matrix (if enabled in Configuration).
    • Order # - use to track an order number for an ordered part (optional).
    • Status - for all REC and AS lines, select a status from the drop-down list (e.g. 'Stock', 'NBO'). If 'Order' is selected, you must specify a date. This is a mandatory field for completing the parts request.
    • Cost/List/Sale/Ext Sale - parts price fields. Enter/update as needed. 'MPP*' indicates a menu-priced part.

    Note: Description, quantity, location and status are retrieved from the DMS where integration is enabled. Currently this integration is available for Dealertrack, Adams, PBS, DealerBuilt and Auto/Mate DMS.

 

At the bottom of the page:

  1. Totals - includes the total of priced parts only. Menu-priced parts (MPP) are not included.
  2. "Cancel Changes" - use to undo changes, including deletions.
  3. "Complete and Close" - click to indicate the parts request is complete.
  4. "Print" - use to create a PDF of the parts list which can be used as a pick list by the Parts Advisor. If the parts list is printed from the condensed view all columns are included in the PDF.
  5. "Delete" - use to delete selected rows. Parts can be deleted at anytime prior to the MPI being confirmed (i.e. prior to Confirmed status).