Sometime it is necessary In e-manage|ONE, there might be instances where you need to create a new item to use in your BOM that does not come from an import and therefore not added to your master part listing automatically. This may include parts like "Installation", "Design Fees", "Overhead", etc. Please note that you should not add a new part with the same part number twice. Because when you add a part to a BOM you can change the cost, list, price each and customer price, one part will suffice for each of these types of items.
Inside of the BOM / Estimating / Quoting tiled window's toolbar, click the “Tools” > "New Part" button.
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Select New at the bottom.
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When you type in a part number, the Internal Part Number box will fill out with the same text. Internal part number is what shows to your customer, part number is what is used on the purchase order. This can be useful when you want to keep people from shopping by part number from other companies.
Fill out the Description for the part (note that you can roll up parts into a phase using the e-manage 7 hybrid quote function that will "hide" parts from your customer by using the phase name as the part number and the phase description as the part description and show one customer price for all items in the phase).
Choose the Vendor from the Vendor drop down list box.
Choose a Product Type from the Product Type drop down list box.
Choose a Parts Category from the Parts Category drop down list box.
You can enter a cost if there is a minimum cost to the part, enter a list price if there is a minimum list price (note that e-manage calculates your cost based on a discount from the list price, so you may need new items for your Bill of Materials (BOM) that aren't automatically imported into your master parts list. These items could include things like "Installation," "Design Fees," or "Overhead." To add such parts, follow the step-by-step guide below:
Method 1: Adding a Part Directly in the BOM / Estimating / Quoting Window:
Open the Bills of Materials / Quote module.
Click on the "Tools" menu and select "New Part."
Follow the instructions in the Step-by-Step Guide below.
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Method 2: Adding a Part Directly in the Master Parts Listing:
From the main e-manage|ONE application, go to the "View" menu on the top toolbar.
Select "Master Parts List" and click "New Part."
Follow the instructions in the Step-by-Step Guide below.
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Step-by-Step Guide:
Click on "New" at the bottom to start adding a new part.
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Enter the desired part number. The "Internal Part Number" will automatically be filled with the same text. Keep in mind that the internal part number is visible to your customers, while the part number is used on purchase orders. This distinction can help prevent customers from comparing part numbers with other companies.
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Provide a description for the part, choose the vendor from the dropdown list box, select a product type from the dropdown list box (Note: Product Types correspond to QuickBooks GL Accounts), choose a parts category from the dropdown list box, and select a Unit of Measure.
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Enter the cost, list price, and customer price. e-manage|ONE calculates the cost based on the discount from the list price, so make sure to fill out the list price first,
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followed by the cost to
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determine the Manufacturer (MFG) Discount
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.
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If the item is inventoried, set the Purchase Unit of Measure,
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UOM Convert (e.g., 8 units in 1 inventoried box would be a UOM Convert of 8), UOM Price (
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the cost to order the inventory unit box), and check the "Inventory Item" checkbox.
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If the part will be used in kits,
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specify whether it is a starter, adder, or both.
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Optionally, you can enter the Manhours required to install one of these items
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and the Cubes (the
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space the item occupies on a truck)
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.
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You can also add small and large
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pictures for
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the part by clicking the corresponding "Browse" button.
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These images will be used when you add the item to a BOM and
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will be shown on each line item
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in a quote.
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Click the "Save" button
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to add
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the
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part to your master parts list.
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