Vendor Part Kits Overview

1. Reaching "Vendor Part Kits" 

2. Understanding "Vendor Part Kits" Layout

Figure A

1.1: Mass Update: This button lets you update all selected vendor part kits at once.

1.2: Add New: This button lets you add a new vendor part kit.

2: Custom Filters: This button allows you to create a custom filter to view the vendor part list. Point 2.1 Applying a Custom Filter explains more details.

3.1: Edit Vendor Part Kit: This button lets you edit the vendor part kit.

3.2: Copy Vendor Part Kit: This button lets you copy the vendor part kit.

3.3: Print Summary: This button lets you print the vendor part kit information. 

3.4: Delete Vendor Part Kit: This button lets you delete the vendor part kit. 

2.1 Applying a Custom Filter

1. You can create custom filters to filter the vendor part kit list based on five parameters: Product, Department, Category, Manufacturer, and Tag.
   
2. When you select a parameter, i.e., Product, and apply a custom filter, the system will show the list of all vendor part kits for the selected product(s). You can choose a combination of multiple parameters as per your requirements.
   
3. You can save the custom filters and give them friendly names if you need to view the selected parameters frequently.
   

Figure B

1: Manage Filters Drop-Down: The drop-down shows the list of saved custom filters, if there are any. Select the required filter from the drop-down and click the "Apply" button to apply the filter. 

2: Manage Filters Button: This button helps you open the Manage Saved Filters screen. Point 2.2.1 Save and Manage Custom Filters explains more details.

3: Parameter Tabs: You will see five tabs: Product, Department, Category, Manufacturer, and Tag. Select the required, i.e., Product to create or apply a custom filter specific to the selected products. 

4: Use this Search box to search for a specific product. 

5: Use this drop-down to view the products based on four parameters: All Items, Child Only, Parent Only, and Standalone Only. The other tabs will not have this drop-down.

6: Results: This section shows the list of selected parameters. For example, if you have selected the Product tab, it will show a list of products.  

7: Selection Checkboxes: You need to select the required products by ticking the checkbox. You need to follow the same process for any of the five tabs.

8: Arrow: Click the green Arrow button to move the selected products to the Selected List. 

Figure C

1: If you want to remove the whole selection, click the "Clear Selection" button. You can remove any record from the list by clicking the Remove (x) icon.

2: Click "Apply" to apply the selection. You can click the "Save Filters" button to save the custom filter for future use. Point 2.1.1 Save and Manage Custom Filter explains the details.

2.1.1 Save and Manage Custom Filters

Figure D

Figure E

1: Saved Filter Drop-Down: All saved custom filters will appear in the Saved Filter drop-down. You can select the required custom filter and click "Apply." 

2. Manage Filters: Use the "Manage Filters" button to view and manage the saved filters. The "Manage Saved Filters" pop-up screen will appear when you click the "Manage Filters" button. 

3: Filter Name: The Filter Name list shows all saved custom filters. Click on a filter's name to select it.     

4: You can click "Select Filter" or "Delete."

1. "Select Filter": Click on the filter's name, then click the "Select Filter" button to select any filter from the list.
2. "Delete": Use the "Delete" button to remove the filter no longer required from the list. Click on the filter's name and then the "Delete" button. A warning message will appear. Click "OK."

3. Adding a Vendor Part Kit

1. Click "+ Add New," shown in the top right corner.
   
2. The Create Vendor Part Kit screen will appear, as shown in Figure F below. Enter the appropriate information or values in the fields as described.
   

Figure F

The Create Vendor Part Kit screen includes four sections:

1: General Information

2: Manage Location Assignment

3: Product Zone Cost

4: Action Buttons

[1] General Information

Name: Enter a friendly name for the vendor part kit.

Vendor: Select the vendor from the drop-down for whom you are adding this vendor part kit.

Part Number: Enter the part number provided by the vendor. 

Alternate Part Number: If the vendor's part number is too long and complicated, you can enter a friendly part number here. 

[2] Manage Location Assignment

You can assign or remove location(s) or location group(s) to a vendor part kit from the Manage Location Assignment section.

1. When you assign location(s) or location group(s) to a vendor part kit, the users of those location(s) or location group(s) will be able to see and use the added vendor part kit in their system.
   
2. The system assigns all location(s) and location group(s) to a vendor part kit. You can assign only the required location(s) or location group(s) to a vendor part kit if needed. 
   

Please follow the steps mentioned below to assign a location(s) or location group(s) to a vendor part. 

1. Click the Select Locations drop-down and select By Locations or By Location Group as per your requirements. 
   

  

   Figure G

2. For example, you select By Locations. The "Manage" button will appear, as Figure H shows. Click it. 
   

Figure H

3. The Manage Locations screen will appear, as Figure I shows. It shows a list of locations. You can select the required locations from it. Please read the descriptions of the fields and buttons. 
   

Figure I

1: Use this Search box to search a specific location.  

2: Use this drop-down to view the locations that have a specific pricebook zone.

3: Use this drop-down to view the locations based on three parameters: All Locations, Only Active, and Only Deleted. 

4: The Results section shows the list of locations. By default, it shows all locations. If you have made specific selections in 1, 2, or 3, it will show the location list. accordingly.

5: Select the locations you need to assign to the vendor part kit.  

6: Click the green Arrow button to move the selected locations to the Selected List.

7. The Manage Locations screen will look like the one shown in Figure J.
   

Figure J

1: If you want to remove the whole selection, click the "Clear Selection" button. You can remove any record from the list by clicking the Remove (x) icon.

2: Click "Apply" to apply the selection. 

9. Your selected locations will be visible in the Manage Location Assignment section, as Figure K shows. 
   

Figure K

Use the respective "Delete" icon to delete a location from the selection. 

[3] Product Zone Cost

 

The Product Zone Cost lets you add products to the vendor part kit. As explained in this part, you can also set a few pricebook zone-specific preferences. 

Note: You need to add products only once to the vendor part kit. However, if your selected locations include multiple pricebook zones, you must set the pricebook zone-specific preferences for each pricebook zone individually.    

The Product Zone Cost section includes the fields and buttons, as shown in Figure L.  

  Figure L

Pricebook Zone: Select the required pricebook zone from the drop-down. If your selected locations include multiple pricebook zones, you must select all pricebook zones one by one and set the below preferences for all of them individually.

Non Returnable: Enable this button if the products in this vendor part kit are non-returnable for the selected Pricebook Zone.

Manual Order: Enable this button if the products in this vendor part kit need to be ordered manually for the selected Pricebook Zone.

Min Order Qty: Enter the minimum order quantity for the products in this vendor part kit, if applicable.

Do Not Order: Enable this button if you do not want to order the products in this vendor part kit from the vendor you selected in the General Information section.

Manage Products: This button helps you add products to the vendor part kit. Please follow the steps mentioned next to add products to the vendor part kit. 

1. Click the "Manage Products" button. The Manage Filters screen will appear, as Figure M shows. It shows a list of products. You can select the required products from it.
   

Figure M

1: Use this Search box to search for a specific product.

2: Use this drop-down to view the products based on four parameters: All Products, Child Only, Parent Only, and Standalone Only. 

3: The Results section shows the list of products. By default, it shows all products. If you have made specific selections on 1 or 2, it will show the list accordingly.

4: Select the products you need to add to the vendor part kit. 

5: Click the green Arrow button to move the selected products to the Selected List. 

2. The Manage Filters screen will look like the one shown in Figure N.
   

Figure N

1: If you want to remove the whole selection, click the "Clear Selection" button. You can remove any record from the list by clicking the Remove (x) icon.

2: Qty: Enter the quantity of the product you need to associate with the vendor part kit.

3: Click "Apply" to apply the selection. 

4. The Product Zone Cost section will show all selected products, as Figure O shows.
   

Figure O

Use the respective Delete icon to delete a product from the selection. 

[4] Action Buttons

   Figure P

Cancel: This button lets you cancel the vendor part kit or the changes made to the vendor part kit.

Save & Close: If you click the "Save & Close" button, the system will save the vendor part kit and navigate you to the Vendor Part Kits screen.  

Save & New: If you click the "Save & New" button, the system will save the vendor part kit and open the new Create Vendor Part Kit screen, where you can add another vendor part kit. 

Save: This button lets you save the changes you have made at any point.

1. Once the vendor part kit is created, you can see it in the list, as Figure A shows.
   

 

 Figure Q

    Additional Buttons:

Print Report: Use this button to print the vendor part kit information. 4.1 Printing a Vendor Part Kit explains more about it. 

Copy Vendor Part Kit: Use this button to copy the vendor part kit. 4.2 Copying a Vendor Part Kit explains more about it. 

Delete: Use this button to delete the vendor part kit. 

Figure R

4.2. Copying a Vendor Part Kit

1. Click the “Copy Vendor Part Kit” button shown in Figure Q to copy the vendor part kit.
   
2. The Copy Vendor Part Kit screen will appear, as Figure S shows. 
   

Figure S

Vendor: Select the vendor from this drop-down for which you add this vendor part kit.

Part Number: Enter the part number provided by the vendor. 

Copy Location Assignments: The system will enable this button by default. If you need to assign different locations to the new vendor part kit, you can turn it off.

1. Once the system copies the vendor part kit, you can assign locations from the Manage Location Assignments section.  

Products: The system will copy all products. Use the respective "Delete" icon to delete a product from the selection. 

1. Make the required selections, and click the "Copy" button. The system will copy the vendor part kit and open it in Edit mode. Change the name or make other required changes, and click the "Save" button to save those changes.  

5. Deleting a Vendor Part Kit

1. Click the “Delete” icon shown in Figure A.
   
2. A warning dialog will appear with two related options, as Figure T shows.

 Figure T

1. Click “Yes, Delete” to delete the vendor part kit record.
   
2. Click “Cancel” to close the pop-up and skip the deletion process.
   

1. To delete the vendor part kit record from the Edit Vendor Part Kit screen:
   
1. Click the Edit icon highlighted in Figure A.
   
2. The Edit Vendor Part Kit screen will appear, as Figure Q shows.
   
3. Click the Delete button. The warning dialog will appear, as Figure T shows.  
   
4. Click “Yes, Delete" to delete the vendor part kit record.
   
5. Click “Cancel” to close the pop-up and skip the deletion process.

6. Applying Mass Update

1. Set preferences for functions such as Non Returnable, Manual Order, and Min Order Qty. 
2. Assign locations
3. Delete the vendor part kits

1. Click the "Mass Update" button highlighted in Figure A.
2. The Mass Update Vendor Part Kits screen will appear, as Figure U shows. 
   

Figure U 

1: Select Vendor: From this drop-down menu, select the vendor for whom you want to view the vendor part list. 

2: Vendor Part Kit List: The list shows the vendor part kit list for the selected vendor. Click the "Ctrl" button on your keyboard and check the respective checkboxes to select vendor part kits.  

3: Zone Specific Settings: You can apply the following zone-specific settings: 

          Figure V

Apply to All Zones: Enable this button to apply the updates to all pricebook zones.

Pricebook Zones: To apply the updates to specific Pricebook Zones, click on the "None Selected" drop-down and select the required pricebook zones.

Non Returnable: Enable this button and select "Yes" from the drop-down menu, as Figure W shows, to mark the products in this vendor part kit as non-returnable.

Figure W

Manual Order: Enable this button and select "Yes" from the drop-down, as Figure X shows, if the products in selected vendor part kits must be ordered manually.

Figure X

Min Order Qty: Enable this button and enter the minimum order quantity for the products in the selected vendor part kits, as Figure Y shows, if applicable. 

Figure Y

Delete Vendor Part Kits: Enable this button to delete all selected vendor part kits. 

4: Location Settings: From this section, you can assign or change the assigned locations for all selected vendor part kits. Please follow the steps below to do so.  

1. Enable the Apply Location Changes button and select "True" in the Replace existing locations drop-down, as Figure Z shows.

 

Figure Z

1. Assign the required locations using the Manage Assignment section. Please refer to [2] Manage Location Assignment in 3. Adding a Vendor Part Kit to learn how to assign the locations.

5: Update Selected Vendor Part Kits: Once you have made the required choices or entered information, click this button. The Changes to be applied screen will appear, as Figure A1 shows. Review the changes and click "Update Vendor Part Kits." 

Figure A1

The system will update all selected vendor part kits and show the Success message.