Parts Search

Parts:

This document is intended as an explanation of the Part Search feature in SmartWare and assumes you possess a general knowledge of material

Overview:

The Parts panel is used to display a list of all parts shared between all offices. The parts list consists of two types of parts: Marcone parts and manually created parts

• Below is a brief explanation of each part type:
  • Marcone Parts: These are parts that were added by the Marcone import
    • The Marcone import is a process that takes place once a week where Marcone sends an updated list of all parts along with Marcone’s suggested part cost to SmartWare
    • Parts created by the Marcone import are updated once a week through the import process and are non-editable
  • Manually Created Parts: These are parts that were created by an individual user and not received from the Marcone part import.  These parts may only be viewed by the office that created them

Navigate to Parts

You can access the Parts panel from the following locations:

• From the main menu on the left side of the screen, select Material and then Parts
  
  SmartWare – Main Menu

Search for Parts

The Parts panel will allow you to define the search criteria you would like to use to search for parts

Parts – Search Criteria

In the Parts panel, enter a single item or combination of items

Below is a brief explanation of each available part search criteria:

Search Criteria	Functionality
Manufacturer	Drop down search option that represents manufacture name that is associated with a part
Part Name	Text field that represents part name that is associated with a part.  You may type in the entire or a portion of the part name to search by
Vendor	Drop down search option that represents the Vendor name that is associated with a part
MFG Number	Text field that represents the MFG number that is associated with a part.  You may type in the entire or a portion of the MFG # to search by.
Overridden	If the overridden box  is checked only overridden parts will return with the search criteria.

Once you have finished entering all search criteria, you can either press “Enter” key on your keyboard or click the  button

Did you know:  Pressing the “Tab” key on your keyboard will move the cursor between fields. Press “Shift” + “Tab” to move the cursor to the previous field.

A list of parts matching your search criteria will be displayed in the grid below the search fields

Parts – results grid

button will clear all information from the search fields allowing you to quickly redefine your search criteria. The Clear button is located in the top right-hand side of the Parts panel

If you are unable to find an existing part, enter less criteria in the search section or try searching by different criteria.  It may be that some of the information you entered does not match exactly on the part record

Part Results Grid - Defined

Below is a brief explanation of each column available from the part results gird:

Search Criteria	Functionality
	(new record button) Allows you to create a new part
	(edit button) Opens the part panel for the selected part allowing you to view part information and make changes if needed
	(updated part button) Indicates the part record has been updated.  Clicking the ‘updated part’ button will open the newer replacement part that should be utilized instead of the superseded part.
Manufacturer	Represents a group or company that manufactured a particular part
MFG #	MFG Number stands for manufacture part number.  A manufacture part number is a series of numbers or letters that has been given to a part by a manufacture.  It identifies the part as belonging to or originating from a particular manufacture.  Each part a manufacture makes will have a different MFG #.
Part Name	Represents a word or group of words used to identify a specific part
Discontinued	Indicates if the part has been discontinued Discontinued = Checked: Part was received from the Marcone import as no longer being used by the manufacture.  In most cases, the part will be replaced by a newer manufacture part. Discontinued = Unchecked:  Part is considered an active/valid part for use.
Base Cost	Displays the average ‘base’ cost associated with the part Base Cost is the highest value from whichever criteria below is higher: Marcone Suggested Cost Highest Part Cost from qualified purchase orders:  A PO ‘qualifies’ if it has met the following conditions: PO was created in SmartWare PO belongs to the franchise PO was created within the last 120 days PO's Part Cost > $0.01 PO's Part Cost is within 2 standard deviations of the average Part Cost of POs meeting requirements 1-4 above
Customer Price	Displays the retail price associated with the part. The customer price will be calculated based off the base cost and the Franchise Price Margin ranges that were created under Setup Franchise > Setup > Options > Price Margin. If you have not setup your Franchise Price Margins in the system, then no Retail Price will be calculated for parts.
Highest Cost	Displays the highest cost associated with the part    • Highest cost is determined by looking at the highest cost ever entered on a purchase order for your office over the past 120 days
Source Vendor	Displays the source vendor that is associated with the part Source vendor represents where the part originated from (e.g. Marcone or user created)
Has Core?	Indicates if a charge should be applied to the selected part
Core Charge	Indicates core charge amount listed for the selected part
Quantity	Quantity of part currently available across all your inventory locations
Overridden	If checked, indicates part has been overridden.
Active	Part is currently active if box is checked.