Part register

In this procedure you register new parts, update existing parts, and delete old parts or parts no longer in stock. It is possible to create/register new parts by copying an existing part using Save as. The information copied by default is the information registered for the part in the part register. Therefore, it is recommended that you create a part that can be used as a template for new parts that can then be registered by using Save as.

On the main row you enter or select a part number to load an existing part. By using the Lookup feature you can search the part register. If you want to create a new part you can enter a unique part number or leave the part number field empty. Then the next available part number will be loaded from a number series when you save. The Name field is mandatory for a new part. The name is locked for an existing part, but it is possible to unlock it for editing by clicking the padlock in the field.

Under the tabs, there are different boxes where you can manually enter information about the part.

The Part register – Fundamental for the system

The part register is the most important and fundamental register in the MONITOR system. A part can for example be:

  • Purchased
  • Sold
  • Manufactured
  • Requirement planned
  • Stock counted
  • Stock valuated
  • Product calculated
  • Linked to price lists
  • Used for statistics purposes.

In other words, many of the functions have to do with parts. The part register consists of a great deal of different types of information that supports all the different functions. The primary information for a part is its part number, part name, unit, part type, and standard price. In addition to this there are several different prices. There are planning settings, locations, grouping terms, order information etc. which can be entered for a part. However, it is not mandatory to enter all this information for a part. The basic principle is that it should be sufficient to only enter the primary information in order for it to be possible to use the most common functions in the system for example to manage orders. All other information that can be entered for a part is intended for more advanced functions, and to use the system at a more advanced level.

Extra fields

In the Extra fields procedure it is possible to enter fields for this register. If such fields already have been created, these will be available under the Extra fields tab.

Prices for parts

Much of the information entered on parts regards different prices. That is why it is important to understand what the different prices on parts mean and for what they are used. Read more about this in the chapter called Explanation of part prices.

Warehouse

If you have installed the option Warehouse, it is possible to save certain information per warehouse. The information that is saved per warehouse is: Stock transaction log, stock count log, consumption statistics, annual budget, administrator, all settings under the Planning tab, and default supplier in supplier links. When you register a new part, the entered information will be set on all warehouses. However, if you change something on an existing part, the information will only be changed for the selected warehouse. You change warehouse under the button Warehouses (Ctrl + Q) on the toolbar of the procedure. Here you can also select from which warehouses you want to show data in the procedure. Administrator and all planning settings can only be shown from the selected warehouse. Read more about the option Warehouse.

At the very bottom of the window you can see information about who created and/or most recently modified the information for the current record and at what time. Using the button you will access a log containing all modifications.