Outside Part Entry

Navigation: On an open workorder, add an Outside Part item onto the body.

Outside Parts are items that you do not keep in stock, but instead order on a per job basis. If you do not keep much inventory on hand, AutoFluent has a default ‘OP’ item you may use.

Adding onto a Workorder

To add an Outside Part on a workorder, you would first click under the Catalog column, and type in OP. Pressing Enter or Tab on your computer’s keyboard will add the item’s description. You can change the description by simply clicking into the field and typing the part information and number.

Adding Vendor Details

For Outside items specifically (applies to Outside Tires as well), you enter the vendor information upon clicking the blue ‘P’ if an Outside Part, or yellow ‘T’ if an Outside Tire.

• Vendor: Who you ordered the part from. If the vendor does show on this list, you first must add them through Vendor Entry and be sure the checkbox ‘Use for Outside Part / Tire Purchases?’ on the bottom left corner is checked. This also requires a restart of AutoFluent.
• Reference #: This is the Invoice # or PO # from the vendor. There is a 30 character maximum limit for this field. You also want to make sure to input this number in order for the Vendor Bill to be created.

*NOTE: After inputting the Vendor and Reference #, an additional box will come up, allowing you to add a Core or Freight charge, and whether to create a Vendor Bill, Paid-Out, or Neither.

• Claim Return: If this part is a claim, you would check this box. When the workorder is finalized (Invoiced), the claim will be added to the Claims/Core window.
• Cost: How much you paid the vendor for the part.
• Markup or Margin: Depending on your system setting on calculating inventory prices, this field may be either or. If you have your Outside Part Matrix set up in Item Groups, it will take affect here. You can manually input a new percentage by typing in a number or using the arrow buttons.
• Price: The price is calculated by the markup or margin percent. If you input a new price, the percentage will automatically recalculate for you and vice versa.
• Don’t Recalculate: This checkbox makes it so the Price does not recalculate if the Cost is changed.
• Rounding Dropdown: Here, you can select the rounding method, if any, when calculating the price.
• OK: Saves Outside Part information.
• Cancel: Cancels and closes the window. Discards any unsaved changes.
• Copy Bill Info: If you are adding multiple Outside Parts on the workorder and they are on the same order for a Vendor, this will copy the Vendor and Reference #, allowing you to easily paste the information onto the next part. To paste, you would click this button again.
• Create New Part: This allows you to add the Outside Part into your inventory.

*NOTE: The Vendor Bill is not created until the Workorder is invoiced. If you would like the option to finalize the bill prior to invoicing, you may change the setting here.