Using a Non-Stock Part Number for Smart Oil

Depending on your business, you may want to consider creating a non-stock part number in Inventory. This part would not have a specific viscosity, pricing level, or supplier.

There are a few reasons to create an empty non-stock oil part number:

• To make sure that all Epicor viscosities are linked to a part.
  • After linking the stock parts, you can link all remaining viscosities to the non-stock oil part.
• To track oil parts for Smart Oil jobs on Sales Reports and Inventory Reports as local parts instead of outside purchases.
  • Because there is no inventory on hand for this part, you may need to do an outside purchase after the part is posted to a ticket.

Recommended Settings for the Non-Stock Part Number

When you create the empty part in Inventory, R.O. Writer recommends certain settings.

General Information Tab

• Part number = .Nonstock_Oil
• Line code = BLK
• Description = .Nonstock_Oil
• Department = The parts department for motor oil.
  • This ensures that the non-stock oil part is included in the oil group.
• Status = Non Stock

Other Information Tab

Make sure you do the following on the Other Information tab:

• Enable or disable supply fees.
• Enable or disable Smart Pricing

Most Common Linking Method

The most common way to use the non-stock part is to link all your stock parts and then link the remaining viscosities to the non-stock part.

You may have a vehicle where Epicor recommends multiple viscosities on the Smart Oil tab, including viscosities that are not linked to a stock part.

How the Non-Stock Oil Part Works in Smart eCat

When a viscosity mapped to the non-stock part is selected on the Smart Oil tab, Smart eCat selects the non-stock oil part for the job.

On the Posted Parts and Labor tab, the non-stock oil part appears in the Local Inventory section.

• The quantity is set by the selected Engine Oil Capacity on the Smart Oil tab.
• The Cost and Price are set to zero ($0.00).

How the Non-Stock Oil Part Posts to Tickets

In the job on the Parts/Labor tab, the non-stock part appears in the Smart Oil job.

• The quantity matches the quantity on the Parts and Labor tab.
  • If the vehicle requires more fluid than the maximum quantity set for the job and there is a package price, the non-stock part also appears as the additional fluid part.
  • If the maximum quantity is set to zero ($0.00) in the job, the additional fluid is added to the total quantity regardless of the package price.
• The cost and price for the part are set to zero ($0.00).
  • If the job uses a package price, this may not matter.

  • If the job does not use a package price, there will be no cost or price for the oil until you modify the part.

    

• If you set Smart eCat to post Epicor specifications, the selected viscosity will appear in the labor Description box.

Modifying the Posted Non-Stock Oil Part

When posted to a ticket, the non-stock oil part is essentially a placeholder part.

• The To Order box is not checked, which means this part does not appear in Smart eOrder.

• You may need to replace the non-stock part with the oil part you want to use for the job.