Set Part / Customer / Vendor Alias

Modified on Wed, 21 Jun, 2023 at 10:10 AM

1. Open Parts from General page.

Screenshot of: Open Parts from General page.


2. Select part you'd like to set as Alias.

Screenshot of: Select part you'd like to set as Alias.


3. Click "Edit"

Screenshot of: Click "Edit"


4. Open "Alias" tab.

Screenshot of: Open "Alias" tab.


5. Enter Alias Part # and then check "Sell as Alias" box.

Screenshot of: Enter Alias Part # and then check "Sell as Alias"  box.


6. Click Save.

Screenshot of: Click Save.


7. To sell the Alias part to a specific customer, enter Customer # here.

Screenshot of: To sell the Alias part to a specific customer, enter Customer # here.


8. Enter the unique Part # in Customer Part # field.

Screenshot of: Enter the unique Part # in Customer Part # field.


9. Enter description of part in Customer Description field.

Screenshot of: Enter description of part in Customer Description field.


10. Click Save. Note: Customer Alias function will only work if the Customer # is listed in the Ship To Customer field on the Work Order.

Screenshot of: Click Save. Note: Customer Alias function will only work if the Customer # is listed in the Ship To Customer field on the Work Order.


11. To set Vendor Alias, enter vendor number here or use magnifying glass to search.

Screenshot of: To set Vendor Alias, enter vendor number here or use magnifying glass to search.


12. Enter unique Part # here.

Screenshot of: Enter unique Part # here.


13. Enter Part # description here.

Screenshot of: Enter Part # description here.


14. Click "Save"

Screenshot of: Click "Save"





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