How to Set Up an Alias Part #

There are two ways to set up a Part # Alias. The first is on the Part Record, and the second is directly on the Sales Document when adding the part.

Setting Up Alias Part # on the Part Record

Alias Part # can be set up directly on the part record. Follow these steps to complete the setup:

1. Open Parts program from the General Page
   Navigate to the "Parts" program from the General page.
   
   

2. Select the Part
   Select the part you would like to set as an Alias.
   
   

3. Click "Edit"
   Click the "Edit" button to make changes to the part record.
   
   

4. Open the "Alias" Tab
   Navigate to the "Alias" tab in the part record.
   
   

5. Enter Alias Part #
   Input the Alias Part # and check the "Sell as Alias" checkbox. Checking the "Sell as Alias" box will automatically use the Alias Part # on the sales document when the part is added.
   
   

6. Save the Changes
   Click "Save" to apply the changes.
   

   
   
   

   After the Alias Part # is set up, when the part is added to a sales document, the Alias Part # will be displayed on the document preview shown to the customer instead of the original Part #.
   
   

   
   
   

   Setting Up a Customer Alias

   You can also set up an Alias Part # to be sold to a specific customer. This allows the system to use a unique Alias Part # that is exclusive to that customer whenever the part is added to a sales document. To do so, follow these steps:

   1. Enter the Customer #
      In the Alias tab, input the Customer # or use the search function to find the customer.
      
      

   2. Input the Customer Part #
      Enter the Alias Part # specific to the customer in the "Customer Part #" field.
      
      

   3. Click the "+" Icon
      Then click the "+" Icon to assign that Part Alias to the customer.
      

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

      Setting Up a Vendor Alias

      To set up an Alias Part # for a vendor, follow these steps:

      1. Enter the Vendor #
         Input the Vendor # or use the magnifying glass to search for the vendor.
         
         

      2. Input the Vendor Part #
         Enter the Part # Alias you would like to use with this vendor in the "Vendor Part #" field.
         
         

      3. Click the "+" Icon
         Then click the "+" Icon to assign that Part Alias to that Vendor.
         

      4. Click Save
         
         
         
         
         Assigning an Alias Part # to a Part on an Open Document
         
         

         To assign a part on an open document to an Alias Part #, follow these steps:

         1. Open a document where you want to assign an Alias Part #.

         2. Go to the "Parts" tab and select the part you would like to use an Alias Part # for.

         3. Click on the "Additional Fields" section.

         4. In the "Alias Part #" field, you can either select from an existing Alias Part # that is already set up for this part or manually type the Alias Part # you would like to use instead.

         5. You would then click "Update" to save the changes.