Training Lab - Part - Creating Part Group, Category, Sub and Sub Sub-Category

Training Lab - Part - Creating Part Group, Category, Sub and Sub Sub-Category


DealerVu Training
Creating Part Group, Category, Sub and Sub Sub-Category Lab 

 
Objective(s)
At the end of this lab, you will be able to create Part Group, Category, Sub and Sub Sub-Category.
 
Before you begin
You will need to be logged onto DealerVu and be on the home page of DealerVu.

Exercise 1
 
In this lab, you will learn how to create a new Part Group and assign a sales account and a cost of goods account to it.

1. From DealerVu home page, click on System Settings;
2. Select Part on the left side;
3. Select Part Group on the right side;
4. On the Part Group filter screen, click on the Insert item icon;
5. On the new line that gets created, enter the name of your new part group;
6. In the Sales GL Account column, using the drop down arrow, select the Sales Account to which you would like to apply all sales of this group. Note: You may need to confirm with your accountant that you have selected the proper GL account;
7. In the CGS GL Account column, using the drop down arrow, select the Cost of Goods Sold account to which you would like to charge the cost of this group;
8. Save your changes by pressing F12 or clicking on the Save icon;
9. Close the Part Group filter window.

 
Exercise 2

In this lab, we will be creating a new Category, Sub-category and Sub Sub Category.

1. From the DealerVu home page, click on System Settings;
2. In the System Settings, select Part on the left;
3. Select Part Category on the right;
4. Click on the Add Category icon;
5. Enter a name and description for your category;
6. Click on the Save icon and close the Part category window;
7. With the category that you just created highlighted, click on the Add Sub Category icon;
8. Enter a name and description for your sub-category;
9. Click on the save icon and close the window;
10. With the sub-category highlighted, click on the add sub sub-category icon;
11. Enter a name and description for the sub sub-category, then press F12 to save;
12. Close the window and you should see all 3 items that you just created.