Chapter 8: Browse

The Browse feature allows you to view a status for your parts on order, shipment numbers and order or control numbers.

Note: Any change to the Browse screen will be saved upon exiting.

 

 

Sorting

You can sort by any column that is titled in bold.

 

          • Click on the column header once to sort the criteria in the column – descending.

          • Click on the header twice to sort in reverse order – ascending.

 

 

Move Columns

You can rearrange columns by selecting the column header and dragging it to a desired position.

 

 

Printing

You have the option to either Print Screen or Export.

          Print Screen: will print the screen as displayed.

          Export: sends the information to an Excel spreadsheet.

 

 

Edit Record

The Edit Record feature allows you to add notes to a part number, such as, if the part is damaged or mis-picked.  These notes will also display in your Posting Errors, Received Part Status and Order Claims reports.

 

Note: Any information entered is stored for the same length of time as your history.

 

 

Search

You can Search by specific fields in the Browse Data screen.

 

Step 1. The search field has a drop-down menu at the lower left of the Browse Data screen.

 

Step 2. Select the Search button.

Note: Searches access only the column titles that are in bold in Browse Data.

 

Example

Information Fields

Advise Date

Bin Location

Claim #

Control #

Cost

Customer Name

Customer PO

Date Added

Description

Employee

Exchange

Freight

Group

Invoice #

Line #

Make

Old Part #

Order Date

Order #

Order Status

Order Type

Part #

Posted Date

Posted Qty

Qty Ordered

Qty Scanned

Qty Shipped

Route #

Scanned Date

Srvc. Writer

Ship Via

Shipment Date

Shipper #

SPAC Case #

Status

Supplier Inv #

Tracking #

Trans. Code

 

 

Color Codes

Color Codes indicate the status for a part number line in Browse Data.

 

 

Resize Columns

Columns can be resized by moving the divider bars at the top to the right or left.

 

 

Open Orders

The Open Orders tab displays all part numbers on order.  When part numbers are fully scanned and posted, Interact will move them from Open Orders to History.

 

Note: Bold column headers indicate fields you can search and sort by.

 

 

History

The History tab shows orders that have been scanned, posted, and closed.

 

Note: Bold column headers indicate fields you can search and sort by.

 

Example

Information Fields

Advise Date

Bin Location

Claim #

Control #

Cost

Customer Name

Customer PO

Date Added

Description

Employee

Exchange

Freight

Group

Invoice #

Line #

Make

Old Part #

Order Date

Order #

Order Status

Order Type

Part #

Posted Qty

Qty Ordered

Qty Scanned

Qty Shipped

Route #

Scanned Date

Srvc. Writer

Ship Via

Shipment Date

Shipper #

SPAC Case #

Status

Supplier Inv #

Tracking #

Trans. Code

 

 

Inventory

The Inventory tab displays all current inventory.  Information includes part number changes, group number, and assigned bin location.

 

Note: Bold column headers indicate fields you can search and sort by.

 

 

Other Items

The Other Items tab displays part numbers that were scanned using the Other Items feature on the scanner.  This feature allows a dealer to scan OEM or Aftermarket parts directly into the system.  These items may or may not be on an open order.

 

This tab also displays parts scanned using Create Part List mode on the scanner.  These lines are shown as a different color than Other Items to allow for easy differentiation.

 

Note:          Bold column headers indicate fields you can search and sort by.

 

 

Invoices

The Invoices tab allows you to view all of your data on an invoice (when available from the manufacturer).

 

Note: Bold column headers indicate fields you can search and sort by.

 

Example

Information Fields

Claim #

Cost

Customer Order Date

Customer Order #

Discount Amount

Gross Amount

Handling Charge

Invoice Date

Invoice #

Line #

Multi Pack

Net Amount

Order Type

Part Desc

Part #

PNC

Percent Discount

Qty

Qty Received

Ship Date

Shipper #

Shipping Charge

SPO Order #

SPO Order Date

Unit Price

 

 

Order Status

The Order Status tab allows you to view the status of your orders (when available from the manufacturer).

 

Note: Bold column headers indicate fields you can search and sort by.

 

Example

Information Fields

Control #

Cost

Date Added

Dealer Code

Line #

Old Part #

Order #

Order Date

Order Qty

Part #

PDC

Posted Date

Processed

Shipment #

Status

Status Type

Type

 

 

Scanned Parts

The Scanned Parts tab displays all scanned parts.

 

Note: Bold column headers indicate fields you can search and sort by.

 

 

Lookup

The Lookup tab displays part numbers that you have entered as an alternate UPC.  You can add these part numbers either through the ScanIt Parts Main Menu or through the Add Lookup function on the scanner.

 

Note: Bold column headers indicate fields you can search and sort by.