(More than 30 new features and refinements)

New features in EX and ECO Editions     New features in All Editions      Upgrade to Version 6

Client and Job database    

The Client page is similar to the Vendor page, where you can enter address, notes, contacts, phone, email, account particulars (terms, code, account number, etc.), and shipping address for your repeat clients.
The Job page is similar to the PO page, and includes a Line-Items grid (Tasks) where products and services can be listed for sale to the selected customer. 
This listing comprises a Work Order from which several reports can be printed:
  • Tasks--this is your internal report. The default report title is "Work Order" but can be edited to other text. This report shows the line items without prices, plus any internal Notes.
  • Quotation--this report shows the line item and price.
  • Invoice--this report shows the line items and price.
  • Packing List--this report shows the line items without the price.

Be aware that Parts&Vendors is not an accounting program, and while the above features may be helpful in billing, the program does not age accounts receivable or perform other tasks that accounting software might handle.

Order This Item

Quickly put an item on a PO from any listing in the program, without stopping what you are currently doing.


  • Immediately puts any vendor-linked item on a pending purchase order. If no order exists, creates a new order for it without visiting the PO page.
  • Initiated by clicking the popup menu item 'Order This Item' from any listed item that has a P/N reference. For the P/N on the item master, choose Edit...Order This Item.
  • Opens a window showing the currently linked vendors/sources for the item. Click on one to specify the vendor, enter a quantity and click Order This Item.
  • If the item already exists on a pending order, its quantity will be increased and its price break looked up again.

Option to set PO Date Reqd field as a text field (per versions 3, 4, and 5) or as a true Date field.

Setting as a true date field results in correct sorting when data is actual dates, but precludes making any text entries.

Setting requires PVAdmin permission, and it's expected that you'd make your choice and then leave it that way.

New Buy page switches set quantity options for items on orders

These new switches permit more specific settings of accounting for items already ordered for a project. The Purchase List will use these settings to avoid duplicating quantity requirements already met by existing orders.

Show the word ADVISE in the PO cost field.

Sometimes it may be desirable to place an order for items for which you don't have the exact current vendor price. You are willing to accept the vendor's prevailing price. Rather than enter a wrong price, possibly delaying the vendor's action on the order, you can enter the word 'ADVISE' (or another term of your choosing), instructing the vendor to charge his prevailing price and to advise you, later, of that value.
  • Turn this option 'On' on the Edit...Settings dialog, RFQ/PO tab.
  • Enter negative value or type "A" into the Cost cell on a Purchase Order.



New features in All Editions


More User fields in Item Master - User 6-10

These 100 character wide text fields are part of the item master record, but differ from User 1-5 in several regards:
  • These fields are not locked by the item's Status=Released or Status=Obsolete.
  • Permission to edit these fields (in EX, ECO editions) can be set separately from Item Spec permission. For example, a user with 'Buyer' permission or 'Stock' permission can be set to edit the data in these fields.
  • User 6-10 are not part of the controlled item specification that is under ECO control (in that program edition).

Batch printing of Parts Lists from the Assembly Tree.

Sometimes it is useful to print all the parts lists for a product at once, such as when Kitting for a build, and desiring to send documents along with the parts to the production area. Or, when wanting to output all the printed reports at once to deliver to a client.
  • Display the Assembly Tree for the product of interest.
  • From the menu choose File...Print...Separate Parts Lists.
  • The program will print all of the expanding, non-empty parts lists in the tree just the same as if each one were brought up separately on the Parts List grid and Print was clicked for each one.


Line Item Description settings

This new dialog provides more flexibility in specifying what data is to be inserted into Description fields on RFQs, POs and Job line items (in editions that include these features).
Item Master User Fields and the new RoHS fields can now be included in the description text.


Status panel flags questionable items on Purchase List and Parts Lists

This panel is invoked by clicking the small "i" button above the list, or, from the menu View...Show Status Panel.

Cells on the grid are color-coded to indicate various conditions. For example, the Buy page Cost options let you set zero cost for items that don't reach the first available price break. The status indicator (yellow, in this case) does a better job of identifying those items.

Eject other Users for Exclusive Database Access

Administrators of Parts&Vendors databases routinely need exclusive access to the data file to perform maintenance functions. This includes weekly database Compacting and daily Backup operations.
In a workgroup environment, Parts&Vendors users sometimes walk away from their computers with the program running. This behavior interferes the above operations, and if the user's computer is inaccessible (locked office, etc.) would prevent normal database maintenance.

The Eject feature forces other copies of Parts&Vendors to close, thereby providing the exclusive access needed (can be cancelled by a remote user's intervention).

Replace Data Utility

Vendors or manufacturers may sometimes change the way they represent their offerings by reconfiguring the structure of their part numbers. Instead of having to edit each one manually, this utility will enable a bulk adjustment to those entries that have a uniform structure. From the File...File Utilities...Maintenance menu.

Replace Character in P/N Utility

At some point you may find that you wish to make a bulk change of a character used in your P/Ns, such as changing a separator character from a hyphen to some other character. This utility will do that. (From the File...File Utilities...Maintenance menu.)

Add a Source to an Entire Family of Items at once.

This Utility links a new vendor to a Parent and all Detail items of a family of items.
Additionally, it can populate the Vendor P/N or Vendor Description with text and a value, copied from the existing source. (From the Edit menu when displaying a Parent part number.)

RoHS fields on Sources

Restriction of Hazardous Substances has become an issue in the European Union, and may soon be in other areas.
New fields on Source records support the RoHS regulations, helping keep track of what requires compliance.
The new fields include a checkbox entry of Yes/No, Compliance Document number (up to 20 characters), plus up to 255 characters for Notes.

These new fields can be turned on from the Grid Settings menu (small crosshatch button above listing), and the data can be available on these listings:
  • Show All + Sources
  • Inventory
  • Assembly Tree
  • Purchase List
  • Kit List

Search/Filter strip in the Add Item dialog

--across top of columns assists finding items (similar to the Search/Filter strip on the Item Master's enhanced dropdown). Notice the Search / Filter toggle button at the right of the strip. Search entries are for one column at a time and Filter entries can be for more than one column.


Images showing result of Search and Filter modes.

Set order of Ship To addresses in list

When printing an RFQ or PO, the user is prompted to specify one of several respond-to or ship-to addresses.
The most commonly used address can be set to appear at the top of the list. On the Edit...Settings dialog, Addresses tab, select an address on the list by clicking its record selector, then use the arrow buttons to move that address up or down the list.

Reminder to Compact database

We continue to encounter users who have no idea that their data file can be, or needs to be, compacted at regular intervals to maintain its healthy state. This new utility can prompt the user or database administrator to do this. 

From the menu choose File...File Utilities...Remind to Compact. Enter a suitable number of days (we suggest 7).

Additional Fixes and Refinements

  • Assembly Spec and Assembly Order fields now are available on the Assembly Tree.
  • Mfr Code is now available on the Purchase List and Kit List.
  • Vendor email fields are now available on the Vendor ShowAll grid.
  • Import window destination field dropdowns are enlarged to show more items at once.
  • When using the foreign currency feature, the list header now shows in bright yellow when the listing is set to display or accept entries in foreign currency.
  • Multiple file selections can now be made at once in the File dialog when adding file links to an item (on both the main grid listing or on the File Manager window listing).
  • Menu item: View...Refresh has new hotkey Ctrl+R
  • Menu item: Reduce Stock hotkey has been changed to Ctrl+T
  • New button to clear all Import column field settings at once. Useful when opening a CSV file with a column layout that differs from the previous import file.
  • New option to not prompt when adding duplicate item onto a PO.
  • OverKit costs are now shown in totals on Cost Summary Tree
  • Option to Include header data in Export of Purchase Order
  • When (automated) adding parent items to an ECO, don't add items with Status=Obsolete


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