Create a Reference

This module enables you to create references to add to your inventory status, stock, orders, job cards etc.

To create a reference, open the 'References (Parts, Tools...)' module and switch to edit mode .

Click on the Add button .

Fill in the required information in the newly created line and in the description section on the right of the screen.

When you choose the serialized category for parts, it means that each individual part will be treated as a separate entity with its own unique serial number. So, if you place an order for 5 parts, you will have 5 different lines in your stock. In other words, each part will be tracked individually, and the system will prompt you to enter 5 serial numbers, one for each part.

On the other hand, if you select the batch number category, it means that a group of parts will be treated as a single batch. So, if you set a quantity of 5 in an order, you will have just one line in your stock representing that batch. The batch will contain 5 items, but you will only need to enter one batch number to identify the entire group.

If necessary, you can later split the batch into smaller groups or individual parts. However, initially, it will be considered as one batch containing 5 items, simplifying the entry process by requiring only a single batch number.

In case you need to order multiple batches, you can simply add the desired batch to the order multiple times, and each batch will be treated as a separate entity in your stock.

Add an aircraft type in the ‘Applicable A/C Types’ by clicking on the plus button .

You can delete the aircraft type by clicking on the cross button (red cross icon).

Click on the add button of the ‘Alternates’ section to add an alternate.

Select a reference and click on the arrow (icon) to add it to the associated alternates list.

Click on this button (icon) to add to alternate both ways.

You can create a new reference in the ‘Create New Reference’ and click on this button (icon).

Once you have added an alternate you can remove it (if needed) by selecting it and clicking on this button (icon).

Click on this button to remove it both ways.

Then, validate (icon).

Click on ‘Save’ to validate the changes.

You can create a reference of ‘Service’ Type (in the description section) to be able to invoice services in Sales Orders or Work Orders for example.

To add an alternate to a reference, you need to select a reference and click either on the button of the main ribbon (plus alternate icon) or the one of the Alternates panel .

A window will pop up to enable you to add the alternate.

Select a reference and click on the arrow (icon) to add it to the associated alternates list.

Click on this button (icon) to add to alternate both ways.

You can create a new reference in the ‘Create New Reference’ section and click on this button.

Once you have added an alternate you can remove it by selecting it and clicking on this button (icon).

Click on this button (icon) to remove it both ways.

Then, Validate .

To create a sub-assembly, select a reference and click on ‘Sub Assy’.

A pop-up window appears. Select a reference and click on the arrow (icon) to add it to the sub-assemblies list.

Once you have added a sub-assembly, you can remove it by selecting it and clicking on this button (icon), if needed.

You can create a new reference in the ’Create New Reference’ section and click on this button.

Once you are done, validate .

Select one or more references.

Click on ‘Set Sales Margin’ (icon) and enter the margin. Then, click on ‘Apply to grid selection’.

Please note that a security stops you from deleting references that have already been used in different modules to avoid loosing the associated history.

If you need to do so, you can contact our Support Team.