Overview of the Part Master Screen and Part Settings

This article provides an overview of the Part Master screen.  The Part Master is where you can manage both catalog and non-catalog part numbers. Non-catalog parts are one-time-use parts which can be added to the catalog or merged with another catalog part.

To access the Part Master, open the Parts menu and select Part Master.

Parts Catalog

The screen opens to the Parts Catalog tab and lists your main catalog parts.  You can search for specific parts using the Search field at the top of the screen.  You can search by all or part of the part number, description, product group, or preferred vendor.  Click the Refresh button to display search results.

Tip: Click on the magnifying glass next to the search text box for advanced search options.

New parts can be created on this screen by clicking on New Part.  Click here for a step-by-step article on how to create parts.

Non-Catalog Parts

The Non-Catalog Parts tab is where any non-stock parts are listed.  These are parts that you do not intend to order again in the future (decommissed parts, or parts purchased for a one time use, would be examples of a non-catalog or non-stock part.)

There are three action buttons available for any parts listed:

Add:  The part is added to the parts catalog and is removed from the non-catalog parts list.

Merge:  A pop up window appears for merging the part with another part.  Enter the part number to be merged with and the part, and its inventory and history, will be combined with the selected part.  An error is displayed if the user attempts to merge an active part with an inactive part.

Ignore:  Part is set to inactive.  The part should not appear in the search results if they are refreshed with include inactive unchecked.

Part Settings

To view or change individual part settings, click on a part number:

At the top of the screen, you can edit the part number, description, default preferred vendor, and check/uncheck Active and Stock.  Only active parts can be used on repairs and purchase orders.  Making a part inactive ensures it can no longer be used or ordered.  Unchecking the stock option will move the part to the non-catalog parts list.

Under the Settings tab, you can change the product group, unit of measure, and link core ports.

The Costs & Pricing tab lists the costing method (default is Last) and fields for the standard cost, last purchase cost, and options to set a retail markup % or enter a retail price.

The following costing methods can be manually set for individual parts:

Average:  Part price is marked up based on the mean average part purchase cost. 

Standard:  Part price is marked up based on a standard cost.  The part cost and price will not change over time unless you manually update the standard cost, by updating individual parts or importing an updated part list with standard costs.

Last:  Part price is marked up based on your last or most recent purchase cost of the part.  This is the system default for FleetSquared.

Landed:  Not applicable.  This option only applies if you upgrade to the EMDECS Fleet Maintenance System which allows add-on fees / costs.

Average Landed:  Not applicable.  This option only applies if you upgrade to the EMDECS Fleet Maintenance System which allows add-on fees / costs.

The Retail Markup % and Retail Price fields are only applicable when a discount contract is used (this is explained in the parts contract article).  Entering a retail price or a retail markup percentage will not affect the price of parts when a cost markup contract is used.  If you are using discount contracts, the discount is applied to the retail price.  If you select the "Use Retail Markup %" option, this will add a markup on top of the retail price instead of discounting the retail price.

To view the cost of parts for different markup contracts or view transaction history, click on the Show Contract Pricing and Purchase History buttons.

The Stock Availability tab displays stock on hand and on order information, if there is an open PO waiting to be received:

• Related Articles

• Overview of the Unit Master Screen

  Unit details can be viewed and modified from the Unit Master screen.  This article provides an overview of the Unit Master. Open the Fleet menu and select Unit Master. Search for and click on a unit number to bring up unit details. The top of the ...

• Overview of the Complete RO Screen

  Complete RO (short for repair order) is the screen service managers use to review and invoice repairs submitted by service technicians, or from the After The Fact RO screen. To access Complete RO, open the Service menu and select Complete RO: The ...

• Create Part Purchase Order

  This article provides a walkthrough of how to create a part purchase order. To create a part purchase order, open the Parts menu and select Order Parts. Open the Spot Order tab. Search by the part number or part description to narrow down the list of ...

• How do I generate suggested part orders?

  FleetSquared can generate suggested parts purchase orders based on usage.  This allows you to replace any parts that you have used on recent repair orders.  Suggested orders can also be manually edited in case parts are discontinued by the vendor or ...

• Create New Repair as a Service Manager (from Complete RO screen)

  Service managers can create and invoice a repair order directly from the Complete RO screen.  This is how you should create and invoice your repairs if your service technicians do not use the Technician Portal, or if you need to create a specific ...