Glossary of Terms and Icons in PartsManager

Derek Torres
Derek Torres
  • Updated

Important Note: PartsLedger is now PartsManager. PartsManager retains all of the parts purchasing and warehouse management automation benefits of its predecessor. To read more about this exciting change, click here.

 

Below is a list of terms used in PartsManager, formerly known as PartsLedger, some are interchangeable with words used in ServiceTrade and some are PartsManager specific. This will help our support team be able to better understand and assist you if an issue were to occur while using PartsManager.

 

Common PartsManager Terms

Term Definition
Vendor Is the supplier that you Purchase Items from.
Warehouse Is a facility, truck, or tech that stores items as Stock.
Items Any physical parts or item that you are going to directly charge your customers for, and that you maintain Stock of.
Stock Is the supply of Items available to sell to your Customers
Purchase Order Is a document that you issue to your Vendors. It indicates relevant information such as the Items you want to buy, the quantity, the price agreed upon, and the Warehouse you are receiving Items to.
They are used when you need to purchase Items from a Vendor to complete a Job or when you need to stock your Inventory in a Warehouse.
Sales Order Is the PartsManager equivalent to a ServiceTrade Job. A Sales Order is automatically created in PartsManager when a Job is created in ServiceTrade. It is what links your Items on Jobs in ServiceTrade, to your Items in PartsManager.
Shipment Receipt Is the record of items, quantity, and unit costs of Purchase Order line Items received by a single receiving action from a specific Vendor. It can contain multiple line items from multiple Purchase Orders and Warehouses, but all Items are received and recorded for a unique Vendor.
Part Number The Vendor specific Part Number for an Item.

 

Navigation and Managing Data Icons

Icon Name Function
Screen_Shot_2022-07-01_at_1.44.52_PM.png Edit Display Allows you to select, edit, and save the Column Visibility for the data listed in a table.
Screen_Shot_2022-07-01_at_3.18.04_PM.png Quick Filter Creates a one-time conditional logic filter, to manage your data.
Screen_Shot_2022-07-01_at_3.36.27_PM.png Remove Filter Removes to Quick Filter
Screen_Shot_2022-07-01_at_1.44.46_PM.png Export Exports the listed data in a .xlsx file.
Screen_Shot_2022-07-01_at_1.48.25_PM.png Search A Search Bar.
Screen_Shot_2022-07-01_at_3.17.59_PM.png Refresh Refreshes the listed data to the most current information.
Screen_Shot_2022-07-01_at_3.20.08_PM.png Action Menu Opens an Action Menu of actions for the line of data listed.
Screen_Shot_2022-07-01_at_3.33.44_PM.png Add Adds more of a field.
Screen_Shot_2022-07-01_at_3.33.53_PM.png Remove Removes a field.

 

Actions Icons

Icon Name Function
Screen_Shot_2022-07-01_at_3.17.05_PM.png Get PDF Downloads a PDF file of the data you are viewing
Screen_Shot_2022-07-01_at_3.17.09_PM.png Edit Allows you to edit the data you are viewing
Screen_Shot_2022-07-01_at_3.17.15_PM.png Issue Puts a Purchase Order into "Issued" status.
Screen_Shot_2022-07-01_at_3.45.39_PM.png Unissue Changes a Purchase Order from "Issued" status, back to "Created" status.
Screen_Shot_2022-07-01_at_3.17.22_PM.png Create Template / Copy Creates copy of the data you are working on and allows you to edit it. Useful for when you have similar Items or Purchase Orders you need to create.
Screen_Shot_2022-07-01_at_3.17.29_PM.png Void Voids the Purchase Order, Sales Order, or Shipment Receipt.
Screen_Shot_2022-07-01_at_3.48.07_PM.png Receive Purchase Order Receives all Items on the Purchase Order
Screen_Shot_2022-07-01_at_3.17.40_PM.png Delete Deletes the Purchase Order, Sales Order, or Stock Transfer
Screen_Shot_2022-07-01_at_3.18.42_PM.png AutoFill Row AutoFill relevant information into empty fields. Useful when Receiving.
Screen_Shot_2022-07-01_at_3.18.47_PM.png Clear Row Clears rows with data entered.
Screen_Shot_2022-07-01_at_3.19.12_PM.png Return Returns items on a Shipment Receipt back to the Vendor.
Screen_Shot_2022-07-01_at_3.24.59_PM.png Email Emails the data you are viewing to the listed email address.
Screen_Shot_2022-07-01_at_3.18.19_PM.png Receive to Alternate Warehouse Allows you to receive items to an alternate Warehouse on the Receive Shipment Page.

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