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DealerTeam

Bulk Parts Adjustment

Goal

Update multiple parts on hand at once. Instead of updating part records' on hand amount individually do a bulk update directly from the parts list view.

After reading this article you will be able to:

  • Add the bulk update button
  • Bulk adjust parts on hand
  • Verify on hand adjustments

 

Attention! Before starting this article you will need to Enable the dealer.Bulk Parts Adjustment. Read Enable Custom Permissions to learn how.

 

Step One: Add Bulk Update Button

  1. From Setup, click Object Manager.
  2. Enter Part in the quick find area.
  3. Click Part.

1- bulk parts adjustment- part obj.png

 

  1. Click Search Layouts for Salesforce Classic.
  2. Click the List view dropdown.
  3. Select Edit.

2- bulk parts adjustment- list view.png

 

  1. Click Bulk Update.
  2. Click Add.
  3. Click Save.

3- bulk parts adjustment- add btn.png

 

Step Two: Adjust Parts On Hand

  1. Click Parts on the navigation bar from the home screen of the Parts app.

 

Attention! The Bulk Update button is NOT available on the Recently Viewed list view 

 

  1. Select the Parts checkboxes that need to be updated.
  2. Click Bulk Update.

4- bulk parts adjustment- slct parts.png

 

Note: You can only update Parts with a matching Company Number

5- bulk parts adjustment- company num.png

  1.   Enter the Reason For Change.
  2. Enter the ON-HAND values.
  3. Click Update Parts.

6- bulk parts adjustment-  update parts.png

 

  1. Confirm prompt.

 

Step Three: Verify Update

To confirm the parts on hand go to the Parts list view.

7- bulk parts adjustment-  verify.png