Check out the video or the guide below.
Video
Guide - Add
From the Inventory & Parts module, click the +Part button in the top right corner to open the New Part form.
Add all the *required fields plus any option fields of information.
Admin Users can customize which fields of information are on the form and which are made mandatory from the Admin Settings module. |
Upload Images - Add files/docs/images related to the vendor
*Name - unique way to label a part ex: 16x25 filter
Non-Stock Part - toggle on to label as a part not tracked or regularly restocked
Unit of Measure - standardized unit of measure to account for quantity
Minimum - lowest amount allowed in stock before sending notification
Desired - amount that should always be on hand
Unit Cost - purchasing cost of a singular part
Part Number - catalog number
Part Type - grouping products together ex: capital parts, operational consumables, etc.
Storeroom - place where parts are located
Area/Bin - a unit of space ins a room where parts are stored and found
QR Code - a type of barcode that stores information that can be read by a machine
Asset - the piece of equipment that the part is associated with
Vendors - supplier of the part
Lead Time - time needed to supply the part
URL - websites, videos, or docs associated with the part
3. Click Save in the top right corner. The part jumps in alphabetical order in the list view.
Guide - Edit
Click on the name of the part from any row to open the Part Detail card.
Click the Edit button to open the edit parts form and modify.
3. Hit the Save button to keep changes or click Cancel to dismiss and close.
