Help Topics > Stock > Stock Tools > Incremental Part Override Tool

The Incremental Part Override tool is used to set nonlinear sequences for Product Code, Price, and Cost for incremental parts.

It also allows you to set the Preference Level for individual incremental parts.

Open the Tools palette in the Stock screen and click the "Incr Ovrd" button to open this tool.

Video Tutorials

•	Incremental Override Tool - Overview

•	Incremental Override Tool - Operation

Incremental Override Tool for top of help pg 4-1-24

Main Buttons

	Clear All removes overrides from all parts shown in the Stock Parts panel.
	Clear Selected removes overrides from the specific part selected in the Stock Parts panel.
	Activate creates a table to hold the override values for a part. When a part is first activated, the price, cost, and product codes in the table are set to the same values as before the override was activated. Now you can make changes to these values in the Expanded Parts panel. The Active column shows which parts have overrides.
	The Set button at the top of the Expanded Parts panel applies the choices made in the panel to the parts selected in the lower grid of the panel.
	The Reset button at the top of the Expanded Parts panel discards any pending changes to the part selected in the panel. This action only discards changes to that part since the last Apply operation.
	Apply saves all changes that have been made in the Incremental Part Override tool. This is the equivalent of the Replace button on the Stock screen, except that it can update multiple parts at one time.
	The Reset button at the bottom of the Incremental Part Override tool discards any changes made to any part since the last Apply operation. This is an easy way to discard changes to multiple parts without having to reset them individually.
	Close at the bottom of the Incremental Parts Override tool closes the tool and returns to the Stock screen. If changes have been made that are not yet applied, a message will be displayed to allow the changes to be saved or discarded.

Stock Parts Panel

The Stock Parts panel lists all the incremental parts in your Stock file. Use the filters at the top of the Stock Parts panel as needed to reduce the list to the desired parts.

This is also where you can Activate and Clear any overrides.

Expanded Parts Panel

The Expanded Parts panel shows details about the part selected in the Stock Parts panel, including individual part heights and associated product code, price, and cost.

The Mode selector determines what settings we are going to override. The choices are Product Code, Price, Cost, and Preference Level, and are detailed in the table below.

Incremental Override - ProdCode revised 4-3-24

Product Code Override

There are five elements for creating product codes. All these elements can be used or omitted as needed to create your customized product codes.

•	A Prefix will be placed at the beginning of the code and will be common to all parts selected when the override is set.

•	An optional dash can be used to separate the Prefix from the next element for ease of reading.

•	An Increment element changes based on the height of the specific part. There are several options for formatting this element: interior height, interior height with unit marks, exterior height, and exterior height with unit marks. Click the pull-down arrow to make your choice.

•	A second optional dash can be used to separate the previous element from a following element.

•	A Suffix will be placed at the end of the code and will be common to all parts selected when the override is set.

Set a Product Code

To override the product code for parts, take these steps:

1.	Select the part(s) in the grid.

2.	Enter the Prefix.

3.	Choose the first dash separator (optional).

4.	Use the pull-down arrow to select the desired Increment method.

5.	Choose the second dash separator (optional).

6.	Enter the Suffix.

7.	Click the Set button.

To apply the same override to the remaining parts in the grid, select those parts and click the Set button again.

Keep in mind that you do not need to use all elements available. You can use one or more of the elements listed in steps 1-6 as desired to construct your product code.

Incremental Override Tool - Pricing 1 revised

Incremental Override Tool - pricing 2 revised

Incremental Override Tool - stairstep pricing

Incremental Override Tool - ProdCode for ea cost group 4-3-24

Price Override

Note: These steps also apply to Cost Overrides. To do this, choose Cost rather than Price in the Mode selector.

Set a Single Price

To override the price of one or more parts, take these steps:

1.	Select the part(s) in the grid.

2.	Enter the value you wish to use in the Start field.

3.	Click the Set button.

Set a Range of Prices

To set a range of prices evenly spread across multiple parts, take these steps:

1.	Select the parts to be included in this override.

2.	Enter the starting value in the Start field, which will be applied to the first selected part.

3.	Click the Spread check box.

4.	Enter the final value in the End field, which will be applied to the last selected part.

5.	Click the Set button.

The first selected part will be set to the start price. The last selected part will be set to the end price.

The parts in between will have prices evenly spread from the start price to the end price.

Set Stair-Step Pricing and Product Codes

To create stair-step pricing, where a group of parts have the same price, take these steps:

1.	Select the parts for the first price level in this override.

2.	Enter the price for this step in the Start field.

3.	Note: Uncheck the Spread box.

4.	Click the Set button.

5.	Repeat steps 1-4 for each price level.

To set a single Product Code for each product code group, take these steps:

1.	Select the first group of parts that share the same product code.

2.	Enter the Prefix.

3.	Choose the first dash separator (optional).

4.	Select the desired Increment.

5.	Choose the second dash separator (optional).

6.	Enter the Suffix.

7.	Click the Set button.

8.	Repeat steps 1-6 for the remaining product code groups.

Keep in mind that you do not need to use all elements available. You can use one or more of the elements listed as desired to construct your prices and product codes.

Incremental Override Tool - PrefLevel

Preference Level Override

If you have certain parts that you would like to use more often than other parts, such as a standard part that you always have on hand, you can set your preference to reflect that.

The Preference Level (PrefLevel) instructs Stack-It to use specific parts that you prefer, whenever possible.

To set Preference Levels, take these steps:

1.	Select the part(s) that you want to set.

2.	Choose the desired Preference Level.

3.	Click the Set button.

4.	Repeat steps 1-3 for additional parts to be set.

Stock Screen

On the Stock screen, the Specifications panel lets you know when an override exists for a particular part.

Incremental Override Tool Inventory Browser- showing Specifications panel WITH MARKUP