In e-manageONE, occasionally you may need to create new items for your Bill of Materials (BOM) that are not imported automatically into your master parts list. These could include items such as "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 below Step-by-Step Guide.
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 below Step-by-Step Guide.
Step-by-Step Guide:
Click on "New" at the bottom to start adding a new part.
Enter the desired part number. The "Internal Part Number" will automatically be filled with the same text. Remember that the internal part number is visible to your customers, while the part number is used on purchase orders. This distinction can prevent customers from comparing part numbers with other companies.
Provide a description for the part, choose the vendor from the dropdown list box, select a product type from the dropdown list box (Reminder: Product Types = QuickBooks GL Accounts), choose a parts category from the dropdown list box and choose a Unit of Measure.
Enter the cost, list price, and customer price. e-manage calculates the cost based on the discount from the list price, so ensure you fill out the list price first, then the cost to get the Manufacturer (MFG) Discount.
If the item is inventoried, set the Purchase Unit of Measure, UOM Convert (e.g., 8 units in 1 inventoried box would be UOM Convert of 8), UOM Price (the cost to order the inventory unit box), and check the "Inventory Item" checkbox.
If the part will be used in kits, specify whether it is a starter, adder, or both.
Optionally, you can enter the Manhours required to install one of these items and the Cubes (the space the item occupies on a truck).
You can also add a small and large picture for the part by clicking the corresponding "Browse" button. These images will be used when you add the item to a BOM and will be shown on each line item in a quote.
If you are using the e-manage Customer Web Portal, the added pictures will be used in the shopping cart section of the portal. In this case, remember to check the "Sell Via My Web Portal" checkbox.
Click the "Save" button to add the part to your master parts list
