How to find, price, and sell parts using the Find Parts screen

Open the Find Parts screen

• Click on the (green) Find Parts button (in the top left corner of 1place).
• Or, press F1 on your keybard
• Or, press Qtrl+Q  (The OneSource 'Quick Price Check') 

Select a Bill to and Ship to Customer

• In the Ship To drop down list, type the name of the Company you want to deliver the part to.
  • To search by a Phone #, or Street Address, or Customer Number just start typing it and you will be prompted to search in all columns.
  • To temporarily search by Phone #, or Street Address, just click the 2 arrows button to shift the search columns.
  • To permanently change the default order of the search columns (for example to always search by phone #) this can be changed in the Settings.
•  The Bill To Customer usually populates automatically.  You can change it manually as well.
• The Payment Terms, Shipped Via, and Warehouse should all populate automatically from the selected Ship To Customer. 

Enter a Customer PO #

• Enter the Customer PO #.  This will help you (and the Customer) find it later on if necessary.
  • You can enter a setting to remind the user to enter a PO # when the Sales Order is created.

Enter the Year, Make, Model

• 2 digit year.
• Make
• Model
• Then press Enter key (2 more times) to auto click the Search button.
  • There is a setting that can tab all fields or skip over the Category, Sub-Category, Description, and Part#.

Filtering the List

• Click on one of the Category buttons.
• Or, select a Category and/or Sub Category from the drop down lists.

Searching by Part #

• Enter a part # and press Search.
  • You can search for any part of the part # when the Keyword option is selected.
  • Or, you can search for a part # that starts with a value when the Starts With option is selected.  

Selecting Parts

• Without using the mouse...
  • The focus will be set on the first item Description.  Just start pressing the down arrow are you read the part descriptions.
  • Press the Enter key (or the Space Bar) to select the item. 
    • The checkbox (to select the row) will get checked.
    • The row will turn green.
    • The focus will be set to the Qty to Order, and highlight the Qty (for easy editing).
  • You can also press the Space Bar to un-select the row.
• With the mouse.
  • Click the X checkbox to select the row.
  • The Qty to Order changes to a 1 and gets highlighted (for easy editing).

Pricing Parts

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