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Parts Restocker

availability
Feature availability by platform, plan type, and user type
Platform:AvailableWebNot availableMobile
Plan Type:Not availableBasicNot availableEssentialNot availablePremiumAvailableEnterprise
User Type:Not availableRequesterAvailableFull UserAvailableAdministrator

Parts Restocker reviews your parts inventory to identify parts that need restocking and recommends purchase orders to restock them.

When to Use Parts Restocker​

You can use Parts Restocker to identify parts at risk of running out and decide what to order. The recommendations help you restock your inventory before receiving a restock alert.

Before You Start​

To use the Parts Restocker skill, you need:

  • The Parts Inventory and Purchase Orders features enabled in your organization.
  • Permission to create purchase orders.

For more information, see User Roles and Permissions.

Data the Skill Reviews​

Parts Restocker uses the following information to generate a recommendation:

DataInformation Reviewed
Inventory levelsCurrent inventory levels, and minimum and maximum quantities.
Lead timeLead time for each part.
ConsumptionHistorical consumption and upcoming work order demand.
Part riskThe risk of each part running out.
VendorsVendor grouping, where available.

Limitations​

Parts Restocker has the following limitations:

LimitationDetails
At-risk partsReviews up to 75 at-risk parts per run, ranked by priority.
Recommendations onlyThe skill only generates purchase order recommendations. The skill doesn't generate purchase orders.
Vendor groupsYou can only accept or reject vendor-group suggestions as a whole.

Review the recommendation before taking any action. For more information about the safeguards MaintainX® applies to all AI-powered skills, see Built-In Safeguards.

Set Up Parts Restocker​

  1. From the sidebar, select Smart Hub > Skills. The Skills page opens.

  2. Select Parts Restocker.

  3. In the Details tab, select Add Configuration.

  4. In the Configuration name field, enter a name for the configuration.

  5. [Optional] Set up one or multiple schedules for the skill to run automatically. For more information, see Schedule a Skill.

    note

    If you don't want to set a schedule, you can finish setting up the skill and run it manually. For more information, see Run Parts Restocker.

  6. In the Settings section, select the parts you want to include or exclude from the recommendations.

    • Under Include Parts, select the parts you want to include based on the following criteria:

      • Vendors
      • Locations
      • Teams
      • Part Types

    • Under Exclude Parts, select the parts you want to exclude based on the following criteria:

      • Part Types
      • Parts

  7. Select Create. MaintainX redirects you to the skill's Details tab.

Manage skill configurations

You can also edit or delete the skill configuration.

Run Parts Restocker​

After creating a configuration, you can run the skill manually or let it run on the schedules you set. For more information, see Run a Skill Configuration.

For both manual and scheduled runs, open the Activity tab to check the run status and access the recommendation. For more information, see Review the Recommendation.

Manage the Output​

When the recommendation is ready, you receive a notification. To open the recommendation, do one of the following:

  • Select the notification at the bottom of your screen.
  • On the skill's Activity tab, select View Details for the run.

Both options open the recommendation in the Smart Hub inbox.

Review the Recommendation​

Parts Restocker provides a summary of its analysis run and generates a purchase order recommendation with the quantity it identified.

Draft purchase order recommendation from Parts Restocker

To review the recommendation:

  1. On the recommendation card, select Review and Create. The draft purchase order opens.
  2. Review and adjust the draft as needed.
  3. Select Create Purchase Order.

The finalized version of the purchase order appears in the Purchase Orders module where you can follow the regular purchase order workflow. For more information, see Purchase Order Workflow Overview.

Archive the Recommendation​

After reviewing the recommendation, you can archive it. For more information, see Archive a Skill Output.