The Part Number Strategy for each organization will vary depending on several factors. Is TracManager integrating with another software such as Cabinet Vision or QuickBooks? Is there an existing Material List? What is the current Purchasing process?
During the Orientation session, these variables will be discussed to assist in developing a Part Number Strategy.
TracManager requires a unique Part Number to identify each Material item. The system provides the ability to sequentially number items with the next available Part Number in series as well as the ability to enter an Alias to identify the materials when integrating with additional software.
Materials and Inventory Organization
TracManager offers the ability to manage Inventory, Non- Inventory and Other Items. create Categories and Classes, as well as a number of additional Custom Fields to better organize Materials for ease of use.
The Materials section of the Set Up Wizard has 6 main components: General, Tracking, Custom Fields, Custom Detail Fields, Purchasing and Kitting. Costing methods, Purchasing preferences and permissions will be set here based upon Company preferences and decisions made during the initial Implementation meeting.
***** It is strongly encouraged that assistance be requested from the Tractivity Team prior to importing data. *****