Inventory - Parts

 Welcome to Creating a Part

This set of pages will guide you through the process on what kind of items should be set up as parts, what information you need to set up a part, and then finally how to set up a part.

Picture 1.1 - A blank Parts window open in Echelon

Opening the Parts Window

You can use the “CONTROL + Z” shortcut on your keyboard.

Or, from the header menu, select - Inventory/Support Tables/Parts/Parts

What kind of items should be set up as a specific part in Echelon?

Here are the obvious answers…

  1. If it needs to be included on a job, quote, order or sometimes estimated.

  2. Any product that you sell

    1. All installable product sku’s

      1. Carpet, Tile, Wood, Vinyl (Roll or Plank), countertops, etc…

      2. Sub Products

        1. Glues and fasteners

        2. Underlayment’s

        3. Grouts

        4. Etc…

What information do I need to have on hand or set up in Echelon before setting up parts?

Style Naming - You should as a company agree on how you are going to name parts. Most of the time you will probably try to keep things simple by using the same style name as what the manufacturer does so there is as little confusion as possible.

The manufacturer information such as…

  1. Product names

  2. Barcodes

  3. Color names

  4. Box SF sizes

  5. Units of measures

  6. Etc…

In Echelon you will need to make sure these tables are filled out correctly…