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      View and Edit the Details of a Part in Texada Web

      Describes how to access and edit the details of a part in Texada Web.

      Type

      How to 

      Audience

      Texada Web Service Manager or Counter

      Products

      Texada Web

      Context

      View and edit the details of a part when you need more information about a part or need to add more information about a part such as the serial number. 

      When you initially create a part, you must add specific information about the part. However, when you edit a part, additional fields are available that were not visible before:

      • Price List
      • Part Serial Numbers
      • File Attachments

      Adding this extra information to a part record expands the usefulness of the record by making it into a comprehensive reference resource for your employees.

      Similar to other areas of Texada Web/Texada Mobile, you can customize your view of the PART SERIAL NUMBER list to meet your business needs. See: “Customize a List in Texada Web” for more information on customizing and filtering the list.

      Before You Begin

      Required: Internet connection, valid Texada Web login credentials and access permissions, existing part

      Optional: Mobile device with an Internet connection

      Steps

      To edit the details of a part, do the following:

      1. In the Texada Web menu bar, navigate to Inventory > Parts
        The list of existing parts opens
        FLWAPartsEdit1-7
      2. Click the part that you need to view the details for
        The part details page opens in the main area
        FLWAPartsEdit2
      3. Click Edit
        The fields provided in the part detail page are editable
        Note: certain fields cannot be edited after a part is created
      4. Optional: Check Price List if you need to add this part to your internal price list catalog
        Note: The price list catalog is created and maintained in SRM
      5. Optional: Click +PART SERIAL NUMBER to add a serial number(s) for the part
        The PART SERIAL NUMBER section expands to display additional fields
      6. Optional: In the PART SERIAL NUMBER section, do the following to add a serial number for the part:
        1. Click + Add New Serial Number
          The Add New Serial Number pop-up opens
          FLWAPartsEdit3
        2. Optional: Type the serial number of the part in the Serial Number field
        3. Optional: Type or use the calendar menu to add the date the part was added to your inventory in the Date Received field
        4. Type the retail cost of the part in the Cost field
        5. Use the Division Code drop-down to select the inventory location 
        6. Click Save
          The serial number is added to the list of serial numbers
          FLWAPartsEdit4
          Note: Click a serial number in the list to edit the serial number
        1. Check Serialized to indicate that the part has a serial number then do the following:
      7. Optional: Click +FILE ATTACHMENTS to add an attachment relevant to the part such as instructions or warranty information then do the following:
        1. Click Attach File
          The upload window opens and displays the contents of your device’s internal storage
          FLWAPartsEdit5
        2. Select the file(s) you need to attach to the part then click Open
        3. Click Upload File
          The file is attached to your part
          FLWAPartsEdit6
          The FILE ATTACHMENTS section is updated to display the attachments in a list
          Note: Click delete then click Yes to remove the attachment from the list
      8. Make any needed changes to the part details
      9. Click Update Part
        A pop-up opens
      10. Click Yes
        Your updates are saved

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