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Viewing Part Data from the Parts Queries Screen

Autosoft -

Use the QwikLook button on the Parts Queries screen to display the QwikLook screen for the part entered on the current line of the screen. The QwikLook screen provides detailed information for a single part. Pricing information, stocking status, and sales information is pulled from the Master Inventory file. The information is intended for viewing only. You may edit the on-hand quantity and bin for a part on this screen if your parameters have been set to allow these edits. However, no other information can be edited on the QwikLook screen. If you need to edit part information, or if your parameters have been set to restrict on-hand quantity and bin edits from this screen, you must use the Master Inventory screen to edit the part information.

Note: If the part number you type is for a part that does not have a list price or has a $0 list price or a list price calculated by the default price tape parameters, a red flag message displays, alerting you that the list price was either omitted or calculated. When you complete the entry line, the part appears in the parts list with it's List price in white, highlighted in red.

Step 1. Click Queries on the Parts Inventory menu. The Parts Queries screen opens.

Step 2. Load or create a job list and click on a part line to select the line. 

parts_queries_screen_line_selected.jpg

Step 3. Click QwikLook. The QwikLook screen opens, displaying the information for the part selected on the Parts Queries screen. 

qwiklook_screen_from_parts_queries.jpg

You can search for parts by entering a partial part number and clicking Search. The system displays the information for the first part that matches the partial number. Click on the arrow buttons on each side of the Search button to scroll through the parts list. You can also press F2 to view the previous part record and F4 to view the next part record.

Step 4. Click History to view the sales history or receipt history for the current part. Click Back to close the history.

Step 5. Click Setting to view the pricing parameters being used to calculate the pricing information.

Step 6. The Corrections button is available based on the Allow ‘On Hand’ Quantity Corrections From Quote/Query field on the More Operating Defaults screen in the Parts System Setup. If this field contains an N, the button is unavailable on the QwikLook screen, and you will have to use the Master Inventory screen to edit the quantity and/or bin.

If this field contains a Y, the Corrections button is available on the QwikLook screen. It allows you to edit the Bin and quantity. Click Corrections and edit the Bin and quantity as needed on the screen that appears. Click Save to save the changes.

Step 7. Click Close to return to the Parts Query screen.

Tip:  You can press F7 to log a lost sale for the part number displayed on the QwikLook screen.

 

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