Managing One-Off or Non-Stock Parts in Auxo Workshop
When handling one-off or non-stock parts in Auxo Workshop, it’s important to maintain an organized parts list while ensuring these items can flow through purchasing and job processes efficiently. Below are strategies to achieve this:
Using Generic Parts for Ad-Hoc Purchases
For one-off items that are not intended to be permanently added to your parts list, you can create a generic part specifically for ad-hoc purchases. Follow these steps:
Create a Generic Part: Assign a generic part code to this item.
Edit the Description: Update the description on the purchase order to reflect the actual item being procured.
This approach keeps your parts list tidy while allowing the item to be processed through purchasing and job workflows. However, note that if you use supplier-integrated orders or email purchase orders directly from Auxo, the generic part code will appear on the supplier order, which may not align with all supplier workflows.
Configuring Non-Stock Parts for Job-Specific Needs
For parts that are procured only for a specific job and not intended to be held in stock or kept visible in the parts list:
Set as Non-Stock Parts: Configure these items as non-stock parts to avoid tracking on-hand quantities.
Adjust Parts List Filters: Use filters to hide stock parts or narrow visibility by default. This keeps your everyday parts list smaller and easier to search.
This setup ensures that job-specific parts do not clutter your main parts list while still being accessible for the relevant job.
Key Considerations
Supplier Workflows: If you place supplier-integrated orders or email POs directly from Auxo, ensure that the use of generic part codes aligns with your supplier’s requirements.
System Filters: Regularly review and adjust your parts list filters to maintain an efficient and organized workspace.
By implementing these strategies, you can effectively manage one-off and non-stock parts in Auxo Workshop without compromising the organization of your parts list.