After completing this how-to you will have Ability to pre-populate parts on a Repair Orders based on the associated parts kit with a standard operation code.
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic and Lightning Experience.
Note: You will need to update your profile to include the "Include Kit" field on the Standard Operation Code, and "Include Kit" on the page layout of the Standard Operation Code object.
Create the Parts kit
Click on the app launcher in the upper left-hand corner of the screen, it will open up your apps you can select from the apps or use the search feature. Using the search feature start typing what you are looking for in this case we are searching for Parts Kits click on the Parts Kits link.
Click on new in the upper right-hand corner.
1. Kit Name - Create a name for the kit.
2. Description - Give the kit a description, this will help for future reference.
3. Kit price - Leave this blank it is a roll up field, it will calculate your labor sale and the total of parts sale price added to the kit.
4. Labor Sale - Leave blank this will calculate Labor Hourly Sale multiplied by Kit Hours.
5. Labor Hourly Sale - Enter your hourly sale rate for this kit.
6. Labor Cost - Enter your cost of labor per Hour for this kit.
7. Kit Hours - Enter the number of hours to be calculated to complete the job.
8. Kit Notes - Add kit notes to help reference in the future.
After completing the basics of the kit now you need to add the parts that will be used to complete the job. Click the related tab at the top of the kit.
In the related field under Parts Kit Items click New
In the Parts search field search for the part to be used in the kit, you can search by part number or description in this search field. Click on the correct part to be used.
In the Parts Master field add the part to be used in the kit. Click Save
After adding the Part and the Part master this will populate the Extended Cost and Extended List from the pricing of the Parts Master. Quantity is default to 1 and can be adjusted and calculated to the kit.
At this point the kit is complete, clicking back on the Details of the kit it has calculated the total kit price using the parts and labor and also calculates the profit of the parts and labor.
Now its time to add this kit to the Standard Operation Code.
Create a Standard Operation Code and add a related parts kit to it. Again like the first step go to the app launcher to search for Standard Operation Code, click new.
1. Operation Code - Name your operation code.
2. Op Code Description - Describe the operation code.
3. Service Type - This is a pick list and a way to categorize for your reporting on different types of service.
4. Company Number - By adding a company number you can select locations or enter all for all locations.
5. Primary Category - This is a pick list that will categorize your Operation Codes while adding them to the job line in the Repair Order.
6. Pay Type - Select a pay type options would be "C" Customer Pay "W" Warranty or "I" Internal Charges.
7. Include Kit - This is where you add the Parts Kit we created for this Operation Code. This field is a look-up to the Parts Kits.
8. Active - Clicking this checkbox make this Operation Code active to be used on the Repair Order.
9. Concern - Adding a concern to the Operation Code will populate on the Repair Order when using this Operation Code.
There you have it, now when you use this Operation Code it will populate on the Service Repair Order Parts, Labor, Concern, Pricing (cost & sale)