Add a part
1
Start a new part
Go to Inventory > Parts and click + Add Part.
2
Describe it
Enter the Part Name (required), Part Description (required) and Part Number.
3
Set the stock
- Measurement Unit (required), such as nos, pair or litres.
- Current Stock (required): how many you have now.
- Minimum Stock (required): the level at which you should reorder.
- Cost Per Unit (required).
4
Organise it
Choose the Part Type and Part Location (where it is stored), and the Vendors you buy it from.
5
Link it to where it is used
Choose the Assets it fits, and its Usage Location and Zone.
6
Track its life (optional)
Turn on Enable Life Tracking to follow how long this part lasts once installed. See Parts life tracking.
7
Create
Click Create.
Adjust stock
To correct the stock of one part, click the … menu on its row and choose Adjust Stock. To adjust many parts at once, such as after a stock count, click Bulk Adjustment on the Parts page.Use parts on a job
When a technician uses a part, issue it from the work order’s Parts Used tab with Issue Part. Stock goes down and the part is recorded against the job and the asset. See Work on a work order.Manage parts
Click the … menu on a part’s row to Copy ID, View Details, Edit, Duplicate, Adjust Stock or Delete it. Use Export to download the list and Reports for parts reports.Part types
- Go to Inventory > Part Types.
- Create a part type, such as bearings, filters or belts.
- Pick it in the Part Type field when you add or edit a part.
Part locations
Part locations are the places parts are stored: a main store, a rack, a bin, a site store.- Go to Inventory > Part Locations and click + Add Part Location.
- Fill in the details and create it.
- Pick it in the Part Location field when you add or edit a part.