Auto Part Templates allow you to make offer a convenient way to streamline the Bill of Materials (BOM) process easier by automatically adding multiple items without having to search for them. Beyond that, auto parts contained within these templates can be setup to automatically calculate values the need for extensive searches. Additionally, these templates can perform calculations based on the other items that are contained within the Bill of Materials. While adding items to the BOM using auto-parts you can specify whether to create a phase for the parts being added and specify the name and description for the phase. Auto-parts can also use a factor, meaning that whatever value is calculated can have a factor applied to it, like a factor of 1.5 would multiply the calculated value by 1.5, a factor of .3 would take 30% of the calculated value.To begin, click BOM. This guide will walk you through using Auto Part Templates effectively.
Accessing Auto Part Templates: Begin by clicking on the "Tools" menu and then on the selecting "Configure BOM/Quick Quote Auto Parts." menu item.
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Creating an Auto Part Template:
Any existing templates will be
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displayed in the
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central grid
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. To create a new template, provide a clear and descriptive name and description that indicates what the template includes.
Optionally, categorize the template to assist users in finding the right one. You can also choose a Corporate Division or check the "Available to All Divisions" option. Click "Save."
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In this first example we will make an auto part template that has a part called "Design Fees" with set values (specified quantities) and an overhead part that will add 8% onto our entire cost to cover internal cost of doing business. This
In the Name and Description we will enter "Design Fees and 8% Overhead" in the description we will add "$425 design charge and 8% added to entire cost of product". You can choose to add this template with a category to further help the end user find the right template to use on the BOM (this is a drop down list managed by your administrator so if you think there might be some missing, please see your administrator). Choose a Corporate Division (or check the "Available to All Divisions" check box). Click the "Save" button.
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Now click on the new template showing in the grid just under the entry portion of the window. This will tell e-manage that this is the template we will be working with for now.
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Now that we have our template highlighted, we will add parts. At Configuring the Template: Once you've created the template, select it from the grid to work on.
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Adding Parts: Navigate to the tabs at the bottom of the window are tabs. You can add parts from using the "Part Search" tab or if you have made parts into select from your favorite parts , you can use under the "Favorite Parts" tab. We will use the "Part Search" tab for this example. When you click on the "Part Search" tab, you can find parts by one or more criteria in the boxes on the right. We will use part number for this example. Type in "design" into the Part # box and press the "Search" button. Any items with any part of the part number matching your criteria will appear in the grid to the left of the search boxes.
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Next, double For this example, we'll use "Part Search."
Enter criteria in the search boxes to find specific parts.
Double-click on the part you want to add
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. The "Configure Auto Part" window will
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appear.
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Configuring Auto Parts: Here, specify how the auto-part will interact with the template. The first section is how You can choose to add the item, either it to a phase or to the BOM for every phase created.
If adding to a phase
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, type
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a phase name and description or choose from
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existing options in the drop-down list.
To calculate based on the cost, list price, weight, man-hours, quantity, customer price, or cubes of other items in the BOM, select the relevant option in the Auto-Calculation section.
Additional Options:
You can specify the quantity for the part.
Use a factor to adjust the calculated quantity. For example, a factor of 0.8 would take 80% of the calculated quantity.
Allow the sales price to be adjusted based on this part's margin, markup, or customer discount.
Calculate on other auto-part values, useful when applying overhead to multiple parts.
Tip: To determine the sorting order of phases, simply include a number followed by a closing parenthesis and a space within the phase name. For instance, "96) Design and Project Management Services" as demonstrated below will position this phase automatically as the 96th in the added Option, placing it toward the bottom of your quote.
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Since this is not a part that will calculate off of any other parts, we will ignore the Product Types grid in the bottom section of this window.
Close this window and you will be back at the search where we will now type in "Overhead" in the Part Number text box and press the ENTER key on your keyboard (or click the "Search" button). Double click on the "Overhead" Part and check the "Automatically Create a New Phase" checkbox and choose the "Project Services" item out of the "Default Phase Name" drop down list box, enter a Phase Qty of 1 and a UOM of "EA" (or "Each" depending on your drop down list choices) and click the "Save" button in that section.
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Configure the first part as you did on Selecting Product Types: Determine which product types the auto-part's calculation will apply to. For overhead parts, you can choose to calculate on every product type by checking all the options.
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Set up the initial part just as you did with the Design part. In the Auto-Calculation section, choose the select "Calculate the Qty Quantity of this part by Summing the Sum of the Cost of the selected chosen product types, then click " and then save your configuration by clicking the "Save" button in that within this section.
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Next we will choose Now, let's specify the product types that to which the 8% (.08) will be applied to. Since Given that this is an overhead part, you will choose 'll want it to calculate on every product type, so you can across all product types. To do this efficiently, click the "Check All" button. Close the Window when window once you've marked all the product types you want to calculate on are checkedfor calculation.
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You can have instruct the part calculate the Qty from ONE to calculate its quantity based on one of the following criteria:
Calculate from Cost
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: This totals the cost of
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other items
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in the BOM that match the selected product types
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in the Product Type grid.
Calculate from List
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: It sums up the List Price of
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other BOM items
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matching the chosen product types
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.
Calculate from Weight
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: This aggregates the weight of other BOM items that align with the selected product types.
Calculate from Manhours
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: It tallies the manhours required by other BOM items matching the chosen product types.
Calculate from
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Qty: This combines the quantities of other BOM items that correspond to the selected product types.
Calculate from Customer Price
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: It adds up the Sale Price (before tax, except in "Lump Sum Sale" pricing type where "Use Tax"
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is included in your cost) of
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other BOM items
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matching the selected product types
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.
Calculate from Cubes
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: This calculates the sum of the Cubes for other BOM items
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matching the chosen product types
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in the Product Type grid.
Other Options
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Specified QTY - inserts the part at the specified Qty supplied - no calculations are performed
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Additional Options:
You can specify the quantity for the part.
Use a factor to adjust the calculated quantity. For example, a factor of 0.8 would take 80%
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of
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the calculated
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quantity.
Allow
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the sales price to be adjusted based on this part's margin, markup, or customer discount
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.
Calculate on
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other auto-part values, useful when applying overhead to multiple parts.
Conclusion: Auto Parts enhance the precision of your quoting process and expedite customer quote delivery. For further assistance in setting up Auto Parts for your company, please reach out to our support team.