Covered in this lesson:
1. The Application Launcher
The application launcher is how you navigate between the different applications that are a part of AvSight. Applications are a way of grouping functions to work more effectively.
2. AvSight Applications
Although there can be many different applications, and your screen may vary depending on your security rights, the Avsight application is often where you will spend most of your time. If you are already in the AvSight application, there is no need to change.
3. The Administration Menu
In order to access the Administration Menu click on the down arrow and Administration. Depending on the size of your monitor, this menu item may be visible without first clicking “More.”
4. What is Administration?
Administration is managing data and settings used within Avsight. These settings control features, or records like Condition Codes, Part Numbers, and much more. A description of each Administration item is listed as a part of this training Module.
5. Administration Tabs
The tabs are divided into five main sections for easy access. Company, Inventory, Master Tables, Financial, and Assistant. Each tab contains one or more categories and subsettings.
6. Company Master Tab
A company master contains settings for the entire company. A “company” in Avsight is a legal entity. Therefore it is not a vendor or a customer that you would buy or sell from. In most cases, there is just a single record here.
A company record also contains many settings used in AvSight. These settings can include, but are not limited to: Use of Export Control, Exchange settings, Receiving settings, and many more. These will be explained in a separate training session.
7. Employee Master Tab
This tab contains records for every employee of the company. These settings can include a default company location, Email signature for sending documents, and a default company.
8. Company Location Master
Each company location record is a separate physical location for the company. If a company has multiple locations, there will be a record in this tab for each location.
9. Part Master
The Part Master tab contains the records for each part number and its settings. These settings can include whether the part is serialized, a Life Limited Part, Keywords, as well as additional fields of information.
10. Condition Code Master
Condition Code Master holds all the condition codes used within AvSight. In addition, the condition code record can hold settings such as if it should be visible in Part Research and what order it should be displayed in.
11. Alternates Master
The Alternates Master tab contains records that describe alternative parts. These alternate records can also indicate the authority as well as the relationship (interchangeable, not interchangeable, superseded by, etc)
12. Secondary Inventory
The secondary inventory tab holds competitive intelligence about the marketplace that your company might have. Once stored in Avsight, this information will be then visible in Part Research for all to see rather than having to search though email or spreadsheets.
13. Warehouse Master
Warehouses are virtual within AvSight. Physical locations hold information about a physical warehouse, but warehouses allow for the segmenting of inventory by warehouse.
There are no limits or rules on how to use warehouses within AvSight. Some companies prefer to use a single warehouse, while others prefer to segment their inventory for easier and more detailed reporting and analysis.
14. Warehouse Location Master
Warehouse locations are the Bin And Stock locations for a physical location. These locations can be actual locations in a racking system (Ex: B1B4) or a virtual location, such as “Receiving” or “QC”
15. Repair Type Master
Repair Types are mostly used for reporting and analyzing of repair orders. Oftentimes, companies will have a single repair type: “Standard Repair.”
16. Ship Method Master
The Ship Method records hold the various ways to ship parts such as DHL, FedEx standard, FedEx Overnight, etc. Information stored here includes: Account Number, Transit Time, as well as additional fields used for shipping.
17. Form Options Master
There is one record in the Form Options tab for each form used in AvSight. For instance, the Purchase Order record in Form Options holds all the Comments, Footer, as well as additional information used to create the Purchase Order form.
18. Owner Code Master
Owner Codes are a core concept in AvSight. Each inventory line is required to have an owner code, and those codes determine how an inventory line is handled financially. AvSight supports 3 main costing modules through the use of Owner Codes.
19. Costing Modules
There are three main Costing Modules: Lot Costing, Specific Costing, and consignment agreement.
Lot costing is often used for larger purchases of material, teardowns, or other scenarios. Using lot costing, an inventory line does not carry a specific cost, but instead uses the “charge out rate” set in the owner code. Repair costs are always stored at the inventory line level. For example. If a part is sold for $100, and the owner code has a charge out rate of 20%, the cost will be $20. In addition, the $20 calculated as cost will be used to reduce the acquisition cost of the lot until it reaches $0. Once the lot reaches $0 cost, all parts sold from this lot will be calculated at 100% margin.
(Sale Price – Repair Cost) x % = Calculated Acq Cost
Specific Costing and Consignment Agreement will be described in the next step.
20. Costing Modules
Specific costing uses a basic costing model where every inventory line using this type of code has a cost. For example if an inventory line is sold for $100 and purchased for $50 a margin of 50% is calculated. Sale Price – (Calculated Acq Cost + Repair Cost) = Margin
Consignment agreements hold a fixed consignment rate similar to lot costing, but do not decrease until $0. Margin is determined after the consignment fee is calculated based on the consignment rate in the owner code.
21. Customer, Vendor, and Repair Contract Pricing
Each of these tabs hold information about contract pricing with customers, vendors, and repair shops. This information is visible in Part Research as well as the Customer Quoting module. Adding this information will allow the sales team to handle contract pricing smoothly.
22. Account Terms Master
Account Terms determine whether a credit check is performed at time of creating a Release on a Sales Order. If credit checks are not required at your company, you can uncheck “Enforce Credit Limits” at each Account Term being set up. Net 30, COD, and CIA are examples of Account Terms.
23. Pricing Master
Pricing master is a generic table used to hold different pricing records. These records are completely customizable. For instance, pricing terms can include, list pricing, outright price, exchange price, and suggested pricing.
24. Assistant Settings
My Assistant will be described in a separate training module, but the settings for My Assistant can be found in this tab. For example, the number of days to wait until an alert is raised when a shipment has not been shipped is stored in this tab. There are many different settings and each will be described in a separate training module.