Deleted Parts Recovery

Q. I accidentally deleted a part record from my inventory list, is there a way for me to get it back?

Answer:

Yes, open your Parts Search window, search for the deleted part using only the first several digits of the part number or description, at the top left of the search window check the box to View Deleted Parts, the deleted parts will show in red, find the deleted part in the search results, right click on the deleted part you would like to recover, and choose “Undelete” from the menu.

Taking Physical Inventory

Q. I am getting ready for my year end inventory and the question I have is ro's that are still open and have parts on them, is that inventory accountable or would I need to manually add it at the end?

Answer:

When you run your inventory valuation report, it is counting all parts in inventory that have not yet been “sold.” A part that is reserved on an open RO is not yet sold, and is included in the valuation. When you run the “Take Inventory Valuation” routine, it will display the number of units of each part that are available, reserved, and “in stock” (not yet sold.) So when you do your counts to enter into the worksheets, you will want to include those parts that are still on open ROs and parts counter invoices. For instance, if part ABC123 (average cost of $10) shows 8 in stock, and 4 are reserved, and 4 available, and you count 3 on the shelf and you know that 4 are already installed on the vehicle, but the RO is still unpaid, you would enter 7 units in the worksheet. This will change, once you post the worksheet, the count to show 7 in stock, 3 available and 4 reserved. And after posting the worksheet, the inventory valuation report would have dropped by $10.

ONE CAUTION: when you are viewing a single part record, the valuation showing on the Price page only shows the valuation of the quantity available, not the quantity in stock, sort of an “anticipated valuation.”

Here's a video that discusses taking a physical inventory: Take a Physical Inventory

Manufacturing Parts

Q. I’m a transmission shop and build complete transmissions with parts I have in stock. When I use parts I have and end up with a completed product, how do I move the individual parts out of my inventory and then put the finished part into inventory?

Answer:

The best way to accomplish this is to use the vendor invoice. You will place all the individual items on the invoice as credit items by using the “Receive Credit for Returned Part” from the “Add Line Item” menu. You will then add the completed product to the invoice to be restocked. Make sure that the cost of the finished product matches the combined credit amount for each of the individual items used so that the net invoice cost is $0 and you’re not adding any actual charges or credits to your vendor. When you post this invoice, your inventory will be adjusted removing the individual items from stock and restocking the completed product. Optionally, you could create a Special or Dummy vendor called “My Transmissions” or appropriately named for whatever type of part. When you create these types of invoices always assign to this Special vendor. This will allow to you to easily find and track all of you product builds by the special vendor name.

Canned Jobs / Kits

Q. How do you make a work order in to a canned job?

Answer:

Each “Job” or Reason For Service group, can be made into a kit. Simply right click on any line that starts with the red open hooded vehicle (the Reason for Service/Request) to view the menu. The last item on the menu is “Save as Kit.” Click on that and give it a name.
If there are more than one Job on an RO, you will need to save them each as a kit individually, you cannot do the entire RO as a kit, unless there is only one Job on it.

Here is a video about creating kits:
Add a Kit in MaxxTraxx