FleetSquared allows you to link core parts to main
parts in the system.
Anytime a main
part, which is linked to a core, is added to a repair order, purchase order, or
quick receiving, both the main part and the core part will be included in the
transaction.
Core parts can also be
returned for a full or partial refund.
This article explains how core parts can be created when adding new
parts to FleetSquared, or linked to your existing parts.
Create Core with a New Part
- Click here if you need to review our article on adding parts in FleetSquared. When adding a new part,
you can click on the Select Core Part link to link or create the core part while creating a new part.
- Two radio buttons are available. You can either select Choose From Existing
Part to search for and select an existing part to be the core, or you can
select Create New Core Part to add a new core part on the fly.
After filling in the required fields (marked with an
asterisk), click Link Core.
- Click OK
to save after adding the core.
- Both the new main part and the new core part will be
added to your system in your part list, as pictured in the example below:
Link Core to Existing Part
- To link a core part to an existing part, open Part
-> Part Master then search for and click on the main part number.
- A part settings screen will pop-up. Click Select
Core Part.
- Two radio buttons are available. You can either select Choose From Existing
Part to search for and select an existing part to be the core, or you can
select Create New Core Part to add a new core part on the fly. After filling in the required fields (marked with an
asterisk), click Link Core.
-
The core part number will be listed on the settings
screen. Click OK to close the window.
- In the example pictured below, the new core part has
been added to the parts catalog: