Purchase Assistant

Related Documents

Order Purchases

Receive Purchases

Reject Purchases

Return Purchases

Printing Labels

Expected Delivery on a PO

Tutorial:

 

11 STEPS

1. You must have a Work Order created to view and order parts.
You can quickly see that a Work Order is created because of the Y in the right corner of the work order icon.
 

Step 1 image

2. The Purchase Assistant is the green shopping cart.
Click Purchase Assistant

Step 2 image

3. Because we opened the Purchase Assistant from the folder, it automatically loaded our folder number and its purchase lines.
You can use the search fields at the top to search by Folder #, PO # and Part #.
NOTE: Order # is for Parts Trader only.

Step 3 image

4. Parts in Nexsyis are color coded. You can use the icon key at the top to learn the different categories the parts will move through.

Step 4 image

5. At the bottom left you can view the vehicle information and quickly copy the VIN number.

Step 5 image

6. You can view Sales Codes in the PT (Part Type) Column. These can vary by customer.
PO = OEM
PA = Aftermarket
SL = Sublet Labor
PL = LKQ

Step 6 image

7. You can open the Work Order and Estimate for the folder using the buttons at the bottom of the screen.

Step 7 image

8. If you are not directly in a folder, you can access the Purchase Assistant by opening the icon at the top of your screen.
Click Purchase Assistant

Step 8 image

9. Here, you can click the Refresh button to view all outstanding purchase activity for the location. You can also search by a Folder # or PO # to load purchase lines.

Step 9 image

10. Type in 533805 and Press Enter

Step 10 image

11. The purchase lines for this folder have now loaded.
In the next few courses, we will review ordering, receiving, and invoicing purchases.
You can read more about the Purchase Assistant here: Purchase Assistant

Step 11 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2348193/Purchase-Assistant-Overview

 

Overview

 

 

Statuses

  1. Not Ordered- no action has been taken

  2. Order Requested- this status is optional by company. If used, it simply allows you to mark that the part needs to be ordered

  3. Ordered (Not Received)- the part has been ordered but has not been received

  4. Received (Not Invoiced)- this status allows you to mark that the part has arrived onsite. Once the invoice has been keyed, the part will show as dark blue, Invoiced

  5. Rejected (Not Returned)- if a part is bad or not needed, you will reject it. All rejected parts that are still onsite will show in this color.

  6. Returned (No Credit Memo)- after the vendor has picked up the rejected part, you can mark it as returned. Once the credit memo has been keyed, the part will show as dark blue, Invoiced

  7. Invoiced- the invoice has been keyed

 

Print Options

      

  1. Print button on the button bar- prints grid

  2. Purchases (Report)- prints a formatted report of the information on the screen

  3. Return documents- takes you to a screen to allow you to print Return Documents for rejected parts

  4. Labels- takes you to a screen to allow you to print parts, invoice, or folder labels

  5. Purchases Worksheet- prints an organized report of purchase lines from the Work Order. Can be used to compare list prices to the estimating system.

 

 

 

Grid Functionality

        

  1. Filters- use grid to filter by Vendor, Insurance Company, Vehicle Status, etc.

  2. Right-click & select “Column Chooser” to add columns to the grid. Drag any columns off of the grid to remove.

  3. Right-click over the grid and select “Save My Grid Layout” to save any formatting/column changes.

 

 

 

Trn Date Column

The Trn (Transaction) Date column shows various dates as the PO moves through the Purchases Assistant:

Not Ordered (White): date Work Order was created

 

Ordered, Not Received (Yellow): it will be blank unless an Expected Delivery on a PO was set then it will show the Expected Delivery Date

Received, Not Invoiced (Green): It will show the Recevied date

Rejected, Not Returned (Light blue) / Returned, No Credit Memo (Red): It will show the rejected / returned date

Invoiced (Dark blue): it will show the Invoice date

.

Status Note column

In the Purchase Assistant, each line indicates the status of a purchase. For instance, you might have a single part line from the Work Order marked as received, rejected, and reordered. The column is named "status note" to allow you to enter a unique note for each line WHILE IT IS IN THAT STATUS. Once you update the status, i.e. move a part from "Ordered" to "Received", the ordered note will no longer show. If it were not set up this way, the note would be duplicated across all lines, and editing one would erase it for all others.

 

 

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