Select a Part Category to view Parts, tap edit on Part Category if you need to add or edit Part Categories. Part categories are used to categorize your Parts into logical groups like "Finished product", "Raw materials, "Packaging" etc.
Importing parts: Usually you will have a lot of Parts to import. Tap the import icon to import an XLSX, or ask your consultant to do this for you
(download the XLSX template). Make a separate copy of the XLSX for each Part category. See the bottom of this page for more details on importing.
Name: Give the part a descriptive name that is unique, if this is a finished product.
Part number: This may show on some invoices to identify the Part and is optional. If you use this app to communicate with your finance app, this value is the number/code that will be used to identify this Part and is mandatory.
Measure: Use the same measure for weight (eg: all LB or KG), and for liquid (eg: all gallons).
Contents: Enter the average weight of the Part. If you don't know, enter 1.
Price per: Enter the price you sell/pay per 'Measure selected'. Leave as 0 if you don't want a default.
Units per pallet: If you use pallets, enter the max number of units that fit on a pallet so new pallets will default to this value.
Expiry days: Enter 7 if you want a seven day expiry date to show on this part when its created. Leave blank or 0 to have no expiry default.
Inventory options: These switches determine where the Part will be shown:
This inventory is purchased: you can purchase parts such as raw materials, food products, finished products for resale, and packaging materials.
Sold / purchased by weight: if this part is sold / purchased by weight, activate this option. Eg: You sell lettuce for $5 per lb or kg, instead of $30 per crate of lettuces. Usually this will be turned off because most businesses sell by the trade unit (crate / tote / bag etc).
Finished product: these are parts that you pack / manufacture / sell, and will show on the customers order and invoice.
Not stocked / service: activate this for any part that is a service charge like "freight" or "Packing fee", or used to record labor on batch like "Batch labor" etc.
Photo: Upload a part image; or use to select from stock images. The image will show on selected screens, and importantly in your online shop and customer portals. Recommended optimized 300x300.
INGREDIENTS SETTINGS:
INGREDIENTS (used by Production & projections, and Batches screens)
This feature is used by food manufacturers and some packers to project required inventory using a list of ingredients. By configuring the Ingredients needed to manufacture each part (like a bill of materials), the app can calculate and select raw materials required to manufacture / pack orders and create finished product automatically. There are three steps to using this feature:
1. Orders > Production & projections: Select orders and tap "Production & projections" to schedule Batches to manufacture / pack the Parts on the selected orders. Essentially you are telling line managers what to manufacture.
2. Batches > Suggested inventory: If you configured your Part Ingredients and used Production & Projections, the link "Suggested inventory" will show next to the batch; tap it to automatically select the inventory you need to manufacture / pack goods in this batch. This tells users exactly which inventory to use on a FIFO basis.
3. Batches > Create batch inventory: When you have finished manufacturing, use this link to auto create the outputs from the batch (the finished products on the selected orders). You have the chance to adjust quantities and weight before labels are issued in case manufacturing didn't go exactly to plan or you packed extra.
INGREDIENTS: Before you can use Production & projections, configure the Ingredients of the finish products.
Ingredients are like a bill of materials needed to manufacture one Part. For example, if we are manufacturing coleslaw, here is an example configuration:
Ingredient part Quantity
Chopped parsley 25 %
Shredded carrot 25 %
Shredded cabbage 50 %
Poly bag 20LB 1 per unit manufactured
Consume on create inventory: Use this type option if you want the Ingredient Part consumed when you create the selected part from Create From Supplier and Create From Harvest screens. Usually used for in field packing to consume packing materials. Note the cost of the inventory used is not associated to a cost center in this case.
Documents: Use to attach any document to this part.
To use multi-language labels and documents please activate Setting ID 545 to view shortcut to Language settings here. w.
MORE DETAILS:
Tap "More details" to view additional details for this Part, all of these details are optional:
Short name: To make more items fit on the Logistics screen, enter a short name for this Part.
Order multiple: Also called OM, used by Walmart, Woolworths, Coles, Tescos, Aldi etc as the order multiple for this Part.
Packing cost per unit: To apply a fixed overhead/cost per unit packed, enter it here; will be used on dashboards: Profit, Grower payments.
GTIN: Used to produce GS1 barcodes.
Container weight: If this Part is a container (empty crate or tote or bin) enter the empty weight of the unit here.
Re-order at this balance: Enter a minimum quantity of units to keep on hand before the Inventory > Re-orde3r report will show this Part.
Inventory label: Ensure only one label will show for this part.
Pallet label: Ensure only one pallet label will show.
FINANCE SETTINGS: when data is sent to your finance app, these settings are used: (the Part Number is also used)
Tax code (sale): Tax applied to sale of this part. (*Column 'Tax Code Sale'/Y on import)
Tax code (purchase): Tax applied to purchase. (*Column "Tax Code Purchase"/Z on import)
Account (Sale): Account used for sales of this part. (*Column "Account Sale"/T on import)
Account (Purchase): Account used for purchases. (*Column "Account Purchase"/U on import)
Account (COGS): Account use for Cost Of Goods Sold (*Column "Account (COGS)"/AA on import)
Minimum age in days: If this Part must be minimum eg: 21 days old when delivered (Sales order / Invoice delivery date), enter number of days value here. This feature will show a large warning to users if the delivery date is less than the minimum age, during the dispatch / sales process.
