Mobile:

  1. Click More at the bottom right
  2. Click on Parts Inventory
  3. Click on the blue + in bottom right corner
  4. Enter part's details:
  • Part Name
  • Pictures
  • Available Quantity
  • Minimum Quantity Set alert when part needs to be reordered.
  • Unit Cost Track costs to determine amount Assets cost to run.
  • Description Add useful information, such as lead-time for reordering part.
  • QR/Barcode (easily pull up the correct part using barcodes in your supply room)
  • Part Type (this will help aggregate similar Parts for searching and for Reporting)
  • Location Provide Location of Part, i.e., in what building or stockroom.
  • Area Detail specific location, i.e., area or shelf in stockroom.
  • Assets Connect part to Asset.
  • Teams in Charge Specify Team(s) associated with Part.
  • Vendors Specify Vendor(s) associated with Part for reordering or support.
  • Files Attach files, including warranty information, invoices or purchase orders, manuals, standard operating procedures, etc.

4. Click Create in top right corner

Web:

  1. Go to Parts Inventory tab (If you don't see it, be sure Parts Inventory is turned on in your Organization Profile settings).
  2. Click the + New Part in top right corner
  3. Enter part's details:
  • Part Name
  • Pictures
  • Available Quantity
  • Minimum Quantity Set alert when part needs to be reordered.
  • Unit Cost Track costs to determine amount Assets cost to run.
  • Description Add useful information, such as lead-time for reordering part.
  • QR/Barcode (easily pull up the correct part using barcodes in your supply room)
  • Part Type (this will help aggregate similar Parts for searching and for Reporting)
  • Location Provide Location of Part, i.e., in what building or stockroom.
  • Area Detail specific location, i.e., area or shelf in stockroom.
  • Assets Connect part to Asset.
  • Teams in Charge Specify Team(s) associated with Part.
  • Vendors Specify Vendor(s) associated with Part for reordering or support.
  • Files Attach files, including warranty information, invoices or purchase orders, manuals, standard operating procedures, etc.

4. Click Create in bottom right

Did this answer your question?