Parts

How to manage parts in Texada iMACS.

Searching for a Part

You can search for an existing part by entering a Keyword. This will search the Manufacturer Part #, Part Name, and Part Description fields for the Keyword. You can also choose a Manufacturer, Supplier, or System Category to filter or search for. Changing the Company will filter the list of Suppliers. Changing the Application category will filter the list of System Categories.

Adding and Editing a Part

To add a part, click the Add New button. You must choose a manufacturer and enter a part name. By changing the application category, the list of system categories is filtered. You can select more than one system category by holding down the Shift key while clicking. Click the Add>> button to add your selection.

To add a manufacturer to the list, choose Admin → Parts → Manufacturers from the global menu. To add a system category to the list, choose Admin → Parts → System Categories from the global menu.

To edit an existing part, search for the part and click the Edit button . Click the save button after the information has been updated.

Associating Suppliers

After a part has been created, you can list the suppliers that the part is available from. To add a supplier, click the Add New button and search for the supplier. Click the Add button next to the supplier you want to add.

To add a new supplier, choose Admin → Parts → Suppliers from the global menu.

Interchangeable Parts

You can list parts that are interchangeable with the current part. To add an interchangeable part, click the Add New button and search for an existing part. Click the Add button next to the part you want to add.

Suppliers

Searching for a Supplier

You can search for a supplier by Supplier #, Supplier Name, City, or Province, or System Category. You can filter the search results by choosing a Company or System Category. Changing the Application category filters the list of System Categories.

Each supplier in the Search Results will have an Add to iMACS button or an Edit button at the end of the row. If an Add to iMACS button appears, this means that the supplier exists in DBS, but has not been set up in iMACS. If an Edit button appears, this means that the supplier has been set up to use in iMACS.

If you need to add a new supplier, the supplier will have to be set up in DBS first. Supplier information in DBS is updated once a day.

Adding and Editing a Supplier

To add a supplier to iMACS, click the Add to iMACS button. After the Save button is clicked, the Supplier #, Supplier Name, Address, and Currency will be added from DBS into iMACS. 

To edit an existing supplier in iMACS, click the Edit button.

The supplier phone number, fax number, email, etc. can be updated. This data will only appear in iMACs, not in DBS. Multiple contacts can also be listed for each supplier, and they can each have their own address listed, or assume the address of the supplier. The Availability checkboxes are used to filter the suppliers that are used on bill of material and purchase orders by company.