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