Navigate to the Dashboard.


Select the Inventory Management tile from the Parts and Accessories tile set.




The Parts Inventory screen displays.


Select the Add button.






The Inventory Item Detail screen displays.



Required Field Description
Part Number  identifier or part design used in a particular industry.
Part Description associates description following the part number.
Brand manufacturer of the item
Parts Catalog book published by manufacturers containing part numbers, illustrations and data for their products and parts.
Category  classified grouping for display or merchandising.
Supersedes To text box manufacturer may decide to supersede one part number to another.
Special Order check box allow for the part number to be ordered as a special order item.
Retire On Depletion check box retires a part number once last part is sold.
Discontinued check box mark a part as discontinues and it will no longer appear in Parts Invoicing.
Tax Exempt check box selects a part to be marked as Tax Exempt.
Pricing Current Cost drop down- assign Part Number with a cost category
Default Dealership Cost                                             user can define the default dealership cost in Dealership Settings.
  • Price Book Cost drop down- public data provided by the price books from the distributor.
  • Average Cost drop down- calculated from a dealership's current inventory costs for that part number.
  • Last Received Cost drop down- dealer pricing is constantly changing so this cost is when the part is received.
  • Current Price drop down- user assigns part number with a pricing option.
  • MSRP- recommended selling price for a part as set by the manufacturer.
  • DSP- Price set by dealer or the active selling price.
  • Special Sale Price- The sale price for the unit.
  • Special Price Expires- Date values that will conclude a special Price and default back to DSP.
  • Price Escalation Rule- dictates DSP that can inflate or deflate MSRP based on a percentage or cost.
  • Price Rounder Rule- dictates rounding DSP up or down to the nearest cent value.
Stock Information                                             
  • Unit of Measure- allows user to split up cases or packages to be sold individually.
  • Bin 1- primary bin location where the part is physically located.
  • Bin 2- secondary bin location used primarily for back stock items that live in two sections of the dealership.
  • Bin 3- third bin location for back stock items in multiple locations throughout the dealership.
  • Setup Date- date when parts data is uploaded into the Dealership's DMS.
  • Last Date Received- the most current date of when the part was received.
  • Last Date Ordered- the most current date of when the part was last ordered.
  • Last Date Sold- the most current date of when the part was last sold.
  • Last Inventory Count Date- last date the part was accounted for.
  • Qty On Hand- quantity that currently resides within the dealership.
  • Qty Available- quantity available for purchase within the dealership.
  • Qty On Order- quantity of parts on order through the specified vendor.
  • Qty Available On Order- quantity on order minus Special Orders.
  • Qty On Back Order- all backorder quantities
  • Back Order ETA- Estimated time of arrival for the backordered part.
  • Special Order Min Qty- specifies the minimum amount need to place a restocking order for the part.
  • Cost Average Unit Count- displays the total quantity of parts associated with cost average pricing.
  • MFG Code- public data the distributors publish within the DX1.
  • Memo text box- user may add notes that might be affiliated with the part number.
Auto ReOrder                                             
  • Allow Min/Max ReOrder check box- when quantity levels get low enough the DMS will place part number in stocking order from the vendor.
  • Suggest Sell Qty- currently disabled
  • Min Qty In Stock- Minimum quantity on hand, inventory levels that are lower than the stocking level will prompt a stocking order.
  • Max Qty Stock- amount of inventory level dealerships bring in on a stocking order.



Select the Similar Parts tab.






Enter a like part number in the Search text box.


Select the corresponding part number.


A warning will display asking you to confirm the addition of a like part.


Select OK.


Select the Invoice History tab.






Select the following column headers to sort by ascending/descending and alpha/numeric order:



Invoice No.  Lists of every recorded Invoice Sale for the life of the part in DMS.
Department which department the invoice was processed under.
Invoice Date default view is in sequential order
Customer all customers who purchased the part throughout the departments
Status  the status of the sales transactions.



Select the Adjustment History tab:






This is used to track adjustments to the parts inventory, from the initial order to receiving the part. Manual inventory adjustments often require an authorized PIN.


Select the Process Type to select parts included in various stages of activity.


Select the Sales History tab.






This displays total sales from a month's view of gross sales. This feature also calculates all; costs, sales, averages and transaction data.


All column headers are sortable by ascending/descending and alpha/numeric order.


Once you have entered all the information, click the general tab.


Click Save.