This screen can be used for part creation and amendments. This screen is also available
within the invoice and workshop issues screen by selecting the ‘View Part’ button.
Part Number (Mandatory)
This displays the part number that will be shown on the invoice.
Franchise (Mandatory)
Select from the dropdown box which Franchise the part is to be attached to, only those
franchises already created on the system will be shown.
Bin Location 1 (Mandatory)
Each part must have a Bin Location 1 allocated to it. Bin location 1 can be amended within the locations tab. Three bin locations may be allocated to each part record. For new part
records, the default bin location will be used. Please refer to Manage Bin Locations.
Decimal Places
Where this has been set as zero, parts will be issued as whole numbers. Certain parts may
be issued as less than whole numbers (e.g. Oil and fluids). If the decimal places are set to two then parts may be issued in 1/100ths.
Category
The category field may be used as a way of grouping selected parts together for reporting
purposes. (Please refer to Parameters Categories)
Unit Of Purchase (UOP)
The Unit of Purchase, this is the quantity of parts in a pack when purchased. This field is also
considered when calculating the recommended order.
When adding a part quantity to an enquiry that cannot be fulfilled from current stock and the
quantity required is not a multiple of the unit of purchase held on the part record, the following
notification would appear.
The option to continue or amend the quantity is available.
Alternative
Against a part record, numerous alternative parts can be attached. This is indicated by an
alternative count in the alternative field.
The alternatives will be displayed when viewing the part card and clicking into the Alternative
field.
When issuing a part to a workshop job or parts Invoice the option to select an alternative part
will be displayed.
To select the required part, double click it.
Superseded By
When a part is replaced by a later level, the later level number is entered here.
This field is maintained automatically when the new part is created and the old part number
entered in the Supersedes field. The supersession’s window will be displayed at the point of
issue.
This will display parts in the supersession chain that have stock available, from old to new.
If the original part also has an alternative and stock is available of that, it will also be
displayed.
To select the required part double click it.
Customer Orders
When viewing an existing part record, this will show the number of parts held on customer
order. Click to view the detail of the customer orders held on Pinnacle.
The window will also show outstanding supplier orders.
Last Issue
This will show the date the part was last issued. Click history tab to view the last issue and lost sale history
The Movement History column displays values for the current 12 months. This is individual
movements irrespective of quantity, and is used to calculate the movement band for the part.
After selecting a month, the ‘Amend’ option is available. Amendments can be made to the
Lost Issue History, Lost Sales History and Movement History; this allows the correction of any
errors, which in turn affects the recommended order.
Any amendments are recorded in the parts amendments audit report.
Man Bon Type
Please refer to Parts > Parameters > Manufacturer Bonus Types.
Description (Mandatory)
This is the description seen on the invoice or job card for the part.
Re Order (Mandatory)
Select ‘Never’ from the drop down box to stop the part from being automatically included in
the recommended reorder report. Part will base the re-order calculation on history, min.
holding days and maximum holding days. Supplier will base the re-order calculation on the
movement of the part.
Sales Code
This is the sales discount code for the part. The code will be used in the Sales Discount Table
to make up the matrix with the sales ledger account to allocate pre-agreed discounts to the
customer.
Min Holding Qty
This field refers to the minimum number of parts that should always be held in stock,
regardless of the demand. (E.g. two brake discs as they are always sold in pairs). This is
used within the re-order calculation.
Min Order
When a part qualifies for the recommended order, this is the minimum quantity to order.
Surcharge
This is the surcharge exchange unit part number. Surcharges should be created as a
separate part record to increase control. Surcharges are purchased, issued and credited to
customers and when the old unit is returned to the supplier, should be returned on the system
awaiting credit.
Supersedes
The old part number, when this field is completed the system automatically completes the
superseded by field in the old part. When entering supersession’s there is no need to transfer
stock or sales history, the recommended order will take care of this automatically.
Supplier Orders
When viewing an existing part record, this will show the number of parts on supplier order,
along with the expected delivery date.
Last Receipt
This will automatically show the date the part was last receipted into stock. Click to view the
part card, which details all the movements on the part record, select an invoice or credit
reference and double click to view or re-print an archived invoice.
Notes
Notes can be recorded as a narrative against a part record, useful to record special
comments.
These will be displayed at the point of issue.
Product Group (Mandatory)
This is used to determine the purchase, stock and sales analysis of the part (e.g. Franchise,
non-franchise, oils, tyres). Valuation reports may be selected via a product group.
Label (Only used with barcode printing)
Allows a barcode label to be printed.
Tax Code (Mandatory)
Select the correct tax type for the part. The accounts department must have created these
before parts can be created. This determines the VAT input and output rate to be applied to
the part.
Min Holding Days
The number of days stock that the system should have on the shelf at any one time. This is
used within the re-order calculation.
Max Holding Days
The maximum amount of days stock the system should hold. This is used within the re-order
calculation.
Movement Code
The movement code field is used within the re-order formula when a supplier is chosen within
the re-order field. This field is calculated each time a part is issued. Please refer to
Maintenance > Supplier Maintenance.
Stock Availability
This will display the calculated in stock days, stock availability for the part number based on
current sales history and stock holding.
VOC Weight (Volatile Organic Compound)
This field allows for the recording of VOC weight against parts, allows entry of a numerical
value to two decimal places.
Supplier
Up to three suppliers can be held against a part. This will allow the part to be considered for
inclusion within any one of three recommended reorder reports. The supplier must have been
created within the purchase ledger and the parts module before selection at this point. To
delete a supplier select the red cross at the end of the supplier line.
Main Order Part No
This is the part number to be used when ordering the part from the specific supplier. The
radio button at the side of this field is used to denote that this is the main supplier for the part.
Purchase Code
Refers to the supplier’s purchase discount matrix and will be used to calculate the cost or
retail price of the part dependent on the price type selected.
Retail
This is the manufacturer’s recommended retail price. Most suppliers publish a RRP and a
discount code. Parts that are priced like this will be referred to as price type of Retail (See
Price Type).
Cost
This is the cost price of the part. If the part has a price type of Cost +, the Retail price will be
calculated by applying the supplier’s stock order discount rate to the cost price.
Trade
If the manufacturer parts are price type manual with a published retail and cost price, a trade
price may also be published. Vauxhall & Suzuki publish a specific trade price.
Club
A special price that is applied to trade club customers, linked through the Sales ledger
account.
Price Type
Cost + This is the Cost price of the part plus the Discount Code
Retail - This is the Retail Price minus the Purchase Discount Code
Manual - Manual enables you to enter the Retail and the Cost Price
Print Barcode
If a part has had the label field ticked within the part record, the option to print a barcode label
is available.
Selecting ‘Print Barcode’ the number of labels needed can be entered.
After inputting the number of labels required, the label start position box will be shown.
Select the next available label to print.
Selecting ‘New Page’ will default to position 1 on a new sheet of labels.
Manage Bin Locations
Bin location can be amended by going to the location tab within the part card, which will then allow the user to create a new bin location for the part displaying the holding and the rank of the bin location.
Select ‘Add Location’ to add a new location. The new location will automatically become the
next available rank.
By double clicking on the in location it then allows you to change the ranking of the bin location within the rank field.
Against each Alternative Bin location, the option to add a stock quantity held in that location is available. The only location that cannot be manually amended is the main bin location, this field is calculated based on the current parts stock holding minus the quantity held against all the alternative bin locations.
When you print the bin locations, Pinnacle will also display the stock holding memo
information attached to the part record.
To delete a location single click the location to delete and select ‘Delete Selected’. If there
is, a quantity in the location you wish to delete the value will be added back to the total in the
main location.
When finished click 'Save’ to update the part record.
Delete Part
Part records and history CANNOT be deleted only deactivated. All parts history is retained
and the part record can be re-activated at any time.
De-activated parts will be omitted from stock take prints, but can be included using the Add
Part process.
To delete a part record, select the ‘Delete’ button within Create / Amend. Only parts with a
stock holding of zero with no supplier or customer orders attached can be deleted.
Parts can also be deleted within view part in invoice or workshop issues.
Once the part has been de-activated, an additional field will be seen within the part record.
This will show the date of the deletion and a Reactivate button.
Once a part has been deleted, it cannot be found when searching in invoice or workshop
issues.
To search for a deleted / inactive part the Search Inactive Parts tick box must be selected.
When a search has been completed, inactive parts can be reactivated by single clicking and
selecting ‘Activate’.