Parts Management

Parts are the lifeblood of the Parts Ordering system. This screen is used to add and update parts and their status.

It is available at:

Break Fix / Parts / Parts Management

The parts management screen uses the General Management page layout.

Parts Management

The parts management screen lists the parts for all of the Parts Order Partners.

Filters

No parts are listed when the part management screen loads. Selecting a Program or Partner is required before selecting Search.

Clicking the checkbox displays inactive parts.

Parts List

The Parts grid lists all of the parts and some summary information about a part.

Clicking the column header sorts the column
Clicking the camera icon opens a list of part images
Clicking the context menu opens a list of options to edit a part

Add/Edit Part Details

To add a new part click the Add Part button. To edit a part click the Edit link to the left of the PartID in the parts list.

Adding Parts

Adding parts is done by clicking the Add Part Button on the screen toolbar

Editing Parts

Clicking the context menu for a Part in the Part list opens the option for Editing. Clicking the Edit option opens the Part Edit screen.

The part detail fields are the same for both adding and editing but are different if the fulfillment partner is BDS Solutions or an external partner. Parts are designated as a BDS Solutions Fulfillment Partner if the Parts Fulfillment Partner setup has the checkbox for "Ships from BDS" checked.

Part Detail Fields (BDS Fulfillment Partner)

Name - Name of the part
Partner - Fulfillment partner supplying the part. If the partner is not listed in the drop-down it can be requested to be added.
External Product ID- partner manufacturer part number
Product Code - Search in BDSMktg warehouse inventory to select a part. Field only displayed if the partner is designed as BDSmktg Fulfillment.
Stock Status - Two statuses available: In Stock, Out of Stock
Inventory - Numeric value of inventory provided by BDSmktg WMS (Sphere)
Reserve - Amount of inventory designated to be left in inventory for Account Team discretionary use. This value needs to be entered into Sphere by warehouse personnel.
Stock Replenishment Date - Only displayed if Out of Stock. The date that stock will be available.
Stock Comment - Comment about the Out of Stock status.
Price - Cost of the part in dollars and cents.
DCPI - Department Class Item number
Retailer Part Number - Part number used by a retailer/chain
Production Timeline (days) - Number in days to get the part produced
Category - Field to categorize a part
Department - Which area of the retail location the part is generally used
Manufacturer - Name of company who created the part
Standard Job Code - Program job code to bill the shipping for this part when shipped standard shipping method(s).
Expedite Job Code - Program job code to bill the shipping for this part when shipped standard expedited shipping method(s).
Expedite AM Job Code - Program job code to bill the shipping for this part when shipped expedited am shipping method(s).
Allowed Shipping Location - what location can the part be chosen to be shipped. Often a part is too large to be shipped to a person's home or too expensive to be left out unattended.
- Home - Field reps home address
- FedEx - Field reps designated FedEx location in their profile or other FedEx location.
- Ship to Store (note) - Ship to store is set at the Partner not the Part
Start Date/End Date - Dates the part is available on the program. To remove the part from the program put an end date.
Authorized for All Locations - check box to designate that this part is available in all location in the parts search on the Support Center module. If left unchecked (default) the user is able to set which chains/stores the part is available in the parts search on the Support Center module.

Part Detail Fields (External Fulfillment Partner)

Name - Name of the part
Partner - Fulfillment partner supplying the part. If the partner is not listed in the drop-down it can be requested to be added.
External Product ID- partner manufacturer part number
Stock Status - Two statuses available: In Stock, Out of Stock. In Stock and Out of Stock show different fields.

In Stock

Inventory - Numeric value of inventory provided by the Partner
Price - Cost of the part.
Standard Job Code - Program job code to bill the shipping for this part when shipped standard shipping method(s).
Expedite Job Code - Program job code to bill the shipping for this part when shipped standard expedited shipping method(s).
Expedite AM Job Code - Program job code to bill the shipping for this part when shipped expedited am shipping method(s).
Allowed Shipping Location - what location can the part be chosen to be shipped. Often a part is too large to be shipped to a person's home or too expensive to be left out unattended.
- Home - Field reps home address
- FedEx - Field reps designated FedEx location in their profile or other FedEx location.
- Ship to Store (note) - Ship to store is set at the Partner not the Part
Start Date/End Date - Dates the part is available on the program. To remove the part from the program put in an end date.
Authorized for All Locations - check box to designate that this part is available in all location in the parts search on the Support Center module. If left unchecked (default) the user is able to set which chains/stores the part is available in the parts search on the Support Center module.

Out of Stock

Stock Replenishment Date - Only displayed if Out of Stock. The date that stock will be available.
Stock Comment - Comment about the Out of Stock status.
Price - Cost of the part.
Standard Job Code - Program job code to bill the shipping for this part when shipped standard shipping method(s).
Expedite Job Code - Program job code to bill the shipping for this part when shipped standard expedited shipping method(s).
Expedite AM Job Code - Program job code to bill the shipping for this part when shipped expedited am shipping method(s).
Allowed Shipping Location - what location can the part be chosen to be shipped. Often a part is too large to be shipped to a person's home or too expensive to be left out unattended.
- Home - Field reps home address
- FedEx - Field reps designated FedEx location in their profile or other FedEx location.
- Ship to Store (note) - Ship to store is set at the Partner not the Part
Start Date/End Date - Dates the part is available on the program. To remove the part from the program put an end date.
Authorized for All Locations - check box to designate that this part is available in all location in the parts search on the Support Center module. If left unchecked (default) the user is able to set which chains/stores the part is available in the parts search on the Support Center module.

Part Authorizations

Part authorizations set which chains/stores parts are available for the Support Center screen. Authorizations are set at the chain and store level and are available from the part context menu.

Part Authorizations

Part authorizations enable a user to dictate when a part is able to be selected on the Support Center module used to take part order requests. Parts can be authorized for All locations, authorized for specific Chains and specific stores.

Chain Authorizations

The chains authorization module is available from the context menu for a part. This option is only displayed if Authorized for All is not checked in the Part Add/Edit.

Selecting the Chain Authorizations menu item opens the Parts Chain Authorization module. This module enables the user to view/select the chains authorized for this part to be selected in the Support Center parts search.

Each chain with a check mark denotes that they chain is authorized for the part.

To add or remove authorizations click the check box to the left of the chain name.

Clicking the Show Authorized button enables the user to toggle between displaying:

Show All (default) - shows both authorized and unauthorized chains
Show Authorized - only shows the chains checked to be authorized

Store Authorizations

The store authorization module is available from the context menu for a part. This option is only displayed if Authorized for All is not checked in the Part Add/Edit.

Selecting the Store Authorizations menu item opens the Parts Store Authorization module. This module enables the user to view/select the stores authorized for this part to be selected in the Support Center parts search.

To begin an add/edit choose a chain(s) and click the Show Authorized button.

Each store with a check mark denotes that they store is authorized for the part.

To add or remove authorizations click the check box to the left of the store name.

To Search any of the fields in the Store grid enter a search word in the search field and click the Show Authorized button.

Part Image Add/Edit

Part images are setup after the parts are added/uploaded by selecting a parts context menu and selecting Image.

The Part Image Add/Edit screen is opened enabling the user to upload 1 to 4 images for the part.

The screen lists the name of the part at the top and a Select file button.

To upload images first click the Select file button, the file explorer opens to select the image(s)

Next navigate to and select the part image(s). To select multiple image click and hold the Ctrl key and select multiple images. Click the open button to select the images.

Once selected click the Upload button to upload the images for the part.

The images are uploaded. To view the images close the Part Image Add/Edit window and reopen. The uploaded images are visible and can be deleted and new images uploaded.

Parts Upload

Adding parts in bulk is done using the parts upload module. To use the parts upload click the Upload Parts button on the toolbar.

Clicking the Upload Parts button opens the upload dialog box.

The Parts upload dialog box contains the following elements

General Instructions - steps to perform the upload
Template download link - click the link to download the upload template
File upload selection button

To start an upload click the Template link to download the upload template.

The template can be used to:

Add new parts
Update existing part details.

The template contains the following tabs:

Partners - IDs for the parts partners updated by the parts team
Stock Statuses - IDs for the two parts statuses
Job Code - list of job codes
Manufacturers - list of manufacturers and their IDs
Categories - list of categories updated by the parts team and IDs
Departments - list of departments updated by the parts team and IDs
Part List - used to add/update new/existing parts

Part List tab contains the following fields:

Adding New Part(s)

Row 2 of the upload template example is the format for adding a display
Display ID is not available because it is supplied by the app when the display is created
The following fields are required:
- BDSCS Warehouse Shipped
  - Part Name
  - External Product Code
  - Allowed Rep Shipping Location
  - Start Date
- External Warehouse Shipped
  - Part Name
  - External Product Code
  - Standard Job Code
  - Expedite AD Job Code
  - Expedite AM Job Code
  - Allowed Rep Shipping Location
  - Start Date

Editing Existing Part(s)

Row 3 of the upload template example is the format for editing a display
Display ID is required so the upload process knows which display to update
Any remaining fields entered in the template are updated upon upload.

Save the completed upload template somewhere accessible on the computer.

Click the Select file button.

Select the filled out PartsAdd template.

Next click the upload button to begin the upload process

The status bar will show the progress and the stats below display the

Total Number of Uploaded Parts
Total Number of Upload Parts Added/Updated

Clicking the Download Status button downloads the upload template with statuses for each display row.