Select Parts from the menu

Click + to Add Parts

Add a profile pic of the part if desired. Refer to Parts - Profile Pic

Give the Part a Part number - up to 25 characters - omit spaces

1. If planning to use barcodes now or in the future, do not use the / or # or & characters in the part number as this could cause errors with barcoding

Enter a part description - Up to 40 characters - This will be used for search and sort purposes. We suggest using a consistent format. Also include viable descriptions to make it easier when attempting to find parts. For example, there may be multiple oil filter types. Ensuring the descriptions indicate the specific type can save time.

1. Start like items with the same header so they pull together when sorting

   1. For example, all filters should start with the word Filter and then have the rest of the description after it see samples below

2. Here are some examples to ensure that sorting and locating the right part is easier for everyone

   1. Filter Oil Ford F150 4.6L

   2. Filter Oil GM 4.3L

   3. Filter Air Cabin Toyota 1GRFE 0209

   4. Filter Air Napa Gold Ford 6.7L

   5. Oil Motor Semi-Syn SAE 5W30

   6. Oil Syn Gear 75W90 API GL5

Enter the current Quantity on hand

Select a VMRS code if this part will have a part warranty

Select the appropriate Part Type - Most parts will fall into the Parts category

1. The RTA System separates vehicle costs and usage into eight categories. More may be added through RTA Classic. Refer to System Codes for instructions on adding more.

Enter Account Code if applicable - up to 25 characters - can be used to denote a general ledger account number for accounting purposes

1. The information entered here is used in purchase orders if the "Use Account Codes" switch is set to YES or VALIDATE in RTA Classic - (System - System Parameters - Parts Parameters Tab - Switch 36)

2. Refer to Parts Information Panel for further descriptions on this field

Enter the Unit Price for this part based on the primary vendor price

If a markup is desired when the part is charged out on a work order, add the markup percentage

If there is no markup the Sell price will list the same as the unit price. If there is a markup entered, the sell price will include the unit price plus the markup percentage

The sell price can be adjusted as well by clicking in the radial button and entering a flat sell price. Doing so will automatically adjust the markup percentage

Select the applicable Chargeable Field:

1. Parts - if selected, items will be noted and charged to work orders to which they are applied

2. Shop Supply - if selected, this part is something either

   1. not chargeable because its cost either cannot be associated with one specific job (ie. safety goggles) or

   2. its cost is so diminutive individually, that it is too difficult to associate with one specific job (ie. solder, bolts, etc.

Select the applicable Options Field:

1. Stocked - if selected, RTA creates requests for stocked parts when the inventory level falls below the reorder point set in the Inventory tab

2. Consignment – if selected, this part is flagged as a consignment part and the option exists of including or excluding their values from part inventory lists

Choose the primary vendor for the part

1. A part can have multiple vendors associated with it and these vendors can be ranked in terms of primary and then so on

   1. Only one primary vendor is selected at the time of part file creation

   2. Additional vendors can be added after the part file is created

2. Vendors have to be created in RTA Classic prior to them being add to a part file.

3. To add additional vendors, do the following: Refer to Vendors for more information on the Vendor Panel in the part file

   1. Click the + button in the Vendor Panel

   2. Enter the vendor name to be added to the part file (as you start typing, you should see likely matches from the created vendors)

   3. Click the appropriate vendor

   4. Enter the Vendor Part Number (this is the number the vendor uses for this specific part)

   5. Enter the pricing (either as a single unit or bulk pricing)

   6. Enter a manufacturer if desired

   7. Click Save

Click Create