Edit a Part
Platform: | WebMobile |
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Plan Type: | BasicEssentialPremiumEnterprise |
User Type: | RequesterFull UserAdministrator |
This article explains how to edit a part, how to bulk select parts to edit, and describes the parts form fields in MaintainX.
To edit a part:
- Web
- Mobile
- From the sidebar, select Parts Inventory.
- Select the part you want to edit.
- From the part details, select Edit.
- In the parts form, edit the fields as needed. See Parts Form Fields for details.
- When you're finished editing the part, select Update.
- From the bottom navigation bar, select More.
- On the More Options screen, navigate to Product Features, and select Parts Inventory.
- On the Parts Inventory screen, select the part you want to edit.
- Select (more options), and select Edit Part.
- In the parts form, edit the fields as needed. See Parts Form Fields for details.
- When you're finished editing the part, select Update.
The part is updated.
Bulk Select Parts​
You can only bulk select parts in the web application.
You can bulk select parts to perform an action such as create a work order, create a purchase order or delete parts. For more information on how to bulk delete parts, see Bulk Delete Parts.
To bulk select parts to create a work order or create a purchase order:
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From the sidebar, select Parts Inventory.
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Select (Split View) or (Table View).
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To select the parts in bulk:
- Hover over the icon of each part you want to select until a checkbox appears.
- Select the checkbox.
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Select one of the following:
- Create a Work Order.
- Create a Purchase Order.
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The new work order or purchase order page opens with the selected parts. You can fill in additional information to create the work order or the purchase order.
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Parts Form Fields​
Parts form fields define a part's properties. The following table describes each of the fields in the Parts form.
Field | Description |
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Name | The name of the part. It can be up to 255 characters long. The Part Name is the only searchable field when you add a part to a work order, so it must be unique and include relevant details, like the part number, for effective searching. You cannot create a part without a name. |
Add or drag pictures | Attach or drag pictures of the part. These can be photos or other pictures such as instructions, blueprints of the part, etc. In the mobile app, you can take photos with your device’s camera, or choose existing photos or pictures on the device. In the web app, you can choose any photo or picture on your computer. |
Units in Stock | Quantity of the part you have in inventory. |
Minimum in Stock | Number of units you want to keep at all times in inventory. When this number gets lower than the minimum, the escalation team gets an alert. This only happens when the part type is set as Critical and there is an escalation team set up. For more information see, [Set Team as Critical Parts Escalation Team] (./part-settings#set-team-as-critical-parts-escalation-team). |
Average Unit Cost | Average cost per unit. This value is used in the Time & Cost Tracking section when a part is used in a work order. |
Description | A short description of the part. It can be up to 4096 characters long (roughly 500-700 words). Make sure to include all relevant details about the part. |
QR Code/Barcode | QR Code used to identify the part. You can enter the alphanumeric data manually or generate the code. In the MaintainX mobile app, you can scan the QR code or barcode for your part with your device’s camera to quickly add it to a work order or locate it in your parts list. For more information, see About QR codes and Barcodes. |
Part Types | Custom labels that you can apply to sort parts into types. This field can be used for filtering and reporting. Part types can also be useful to alert escalation teams when a part with the type Critical has units running below its minimum in stock in your inventory. If you want the escalation teams to be alerted, this field is necessary for notifying them. For more information, see [Part Inventory Settings] (./part-inventory-settings). |
Location | The location associated with the part. This is a MaintainX entity that represents a physical place. For example, a facility, or a building in a compound facility. For more information, see About Locations. |
Area | The precise area where the part is located. For example, the part is located in the area named Storage Bin 4-C within Facility A. |
Assets | The asset(s) in your MaintainX organization that uses this part. You can link more than one asset to a part. This is useful when the part is for one or specific assets. It will be automatically linked when you create and complete work orders. |
Teams in charge | Assign teams to the part. Typically, these are the teams responsible for the maintenance of a an asset that uses this part. For more information, see Create and Manage Teams. |
Vendors | The name of the vendor(s) from whom you buy the part. You can choose any vendor(s) you created in your organization through the Vendors module. When you add the a vendor, the part gets added to the vendor’s parts list automatically. For details, see About Vendors. |
Vendor’s Ordering Part Number | The part number you use when you order the part from the vendor. This field only appears when you add a vendor to the part. When you create a purchase order for the part, the ordering part number is added automatically. This number can be different than the manufacturing part number. |
Files | Attach files to the part. In the mobile app, you can choose existing files or photos on your device. In the web app, you can choose any files or photos on your computer. |