Parts Catalog
Manage your parts, pricing, and customer relationships
Tab: Info
Info
The Info tab contains the master record for a part — its name, description, cost, standard price, and other attributes that apply across all customers and transactions.
Action Buttons
- Edit — Toggles all part fields between read-only and editable mode. Click again to lock the fields back. Parts are read-only by default to prevent accidental changes.
Part Fields
| Field | Description |
|---|---|
| Part Name | Your internal part number or identifier (required). This is the value used throughout orders, POs, and reports. |
| Part Description | A human-readable description of what the part is. Appears on order documents sent to customers. |
| Is Non-taxable | Check this box if sales of this part are exempt from sales tax. |
| Notes | Free-form internal notes about the part (specifications, sourcing notes, etc.). |
| Unit Cost | Your production or procurement cost per unit. Used for margin calculations and cost reporting. |
| Cost U/M | The unit of measure the unit cost applies to (each, lb, ft, box, etc.). |
| Cost Currency | Currency of the unit cost figure. |
| Standard Price | The default selling price per unit. Applied to orders when no customer-specific price is set. |
| Price U/M | The unit of measure the standard price applies to. |
| Price Currency | Currency of the standard price. |
Editing a Part
- Open the part from the Parts list.
- Click Edit to unlock the fields.
- Make the necessary changes.
- Save the record. Click Edit again to return to read-only mode.
Price vs. cost: Standard Price is what you charge customers; Unit Cost is what you pay to produce or procure the part. Keeping both accurate is important for margin analysis in reports.
Customer-specific pricing: If a customer has a negotiated price that differs from the Standard Price, set it on the customer's record (Customer Management → Parts tab) rather than changing the Standard Price here.
Tab: Customers
Customers
The Customers tab shows every customer that has a specific pricing or part-number relationship with this part. This is the part-centric view of the same data visible from each customer's Parts tab.
Customer Activity Columns
| Column | Description |
|---|---|
| Customer | The customer name. |
| Customer Part # | The customer's own reference number for this part. |
| Customer Price | The agreed price for this customer, overriding the standard price on their orders. |
| U/M | Unit of measure the customer price applies to. |
| Last Order Date | Date of the most recent order from this customer containing this part. |
Reviewing Customer Relationships
Use this tab to quickly answer questions like:
- Which customers buy this part, and at what price?
- Does a customer use a different part number than ours?
- When did each customer last order this part?
Updating Customer Pricing
Customer-specific prices are managed from the customer record. To update pricing for a customer shown in this list:
- Double-click the customer row to open their record in a new editor tab.
- Navigate to the Parts tab on the customer editor.
- Find this part in the list and update the price.
- Save the customer record.
Adding a new customer relationship: To set up pricing for a customer not yet shown here, open that customer record, go to their Parts tab, and add this part with the agreed price. It will then appear in this list automatically.