Minimum Requirements - You must be running Orion version 4.018 or newer to utilise Centralised Parts functionality.
Centralised Parts ensures that your parts information and pricing are consistently updated across all departments. Before beginning the setup, it’s important to have a clear understanding of the following:
- Master Department: Determine which department will serve as the Master Department.
- Stock Analysis Groups and Pricing: Identify which parts belong to each Stock Analysis Group and the corresponding Price Level for each group.
- Parts Information Updates: Determine the information that needs to be updated from the Master department to the secondary departments.
TABLE OF CONTENTS
Setup
Enable Auto Update
Go to (1) Parts Module > (2) Maintenance > (3) System Setup, click on (4) Stock Tab, then click on (5) Auto Update Settings.
To enable this feature, you will need to tick Enable Auto Update (based on Auto-Add settings), choose your Master Department from the listing.
Set Fields to be Updated
Next, you need to check all the optioned fields of parts to be updated during auto-update.
In the example below, P1 has been chosen as Master Department and price fields are selected to be updated:
Set Up Analysis Groups to be Auto-Updated
Then navigate to (1) Parts Module > (2) Maintenance > (3) Stock Analysis Group, select a specific (4) Analysis Group needs to be updated, and select the (5) Auto Add tab.
Tick Auto Add option, and select if you want the update to apply to All Parts Departments or All Workshop Departments.
Alternatively if you wish this update only would apply to specific departments, then uncheck All Departments, type the department into the Departments fields:
Check Price Level Configuration
Within Maintain Stock Analysis Group, go to General tab. Make sure you have accurate price level for this group, the price level will be synced based on this Multiplier entries.
Update
Now it's time to update a part!
Go to the Master Department > Stock Enquiry, & select a part belongs to an existing Stock Analysis Group with Auto-Add enabled.
There're 2 ways to update the pricing here -
1. Manually insert the price in the required fields.
By doing this means you will ignore the preset markup percentage against that Stock Analysis Group Multiplier.
Example as below, since the pricing has been manually updated, this part has different markup percentage compared to its Stock Analysis Group's rule.
Once you save the changes, go to a non-master department > Stock Enquiry, select the part with the same Part Number. You should see the pricing fields are updated as per changes in master department.
The greyed-out fields indicate you are not in the Master Department.
2. Update the pricing by loading preset Stock Analysis Group Multiplier rule.
Click on the Arrow button below the Pricing within Maintain Parts Stock window.
The Modify Stock Prices window will pop up. By the calculation, pricing fields are displaying the price amount with markup% multiples the Last Cost, click on OK to save this which will remove old manual entries and filled with new prices.
Now go to another part department to check this part, the prices are synced and updated straightaway!
Auto Update & Workshop Kits
This feature also applies to Workshop Kits, based on the respective Stock Analysis Group - Auto-Add settings.
Based on the auto-add settings, no matter which department you selected when adding part(s) to a kit, the price will be updated on the kit when using the Update Kit Prices from Stock/Labour Rates feature.
Example
Kit OIL has part TRANS FLUID on it from P2 which is not the master department.
Old Kit Price
Run Update Kit Prices from Stock/Labour Rates
New Kit Price
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