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.

What the Skill Reviews

Parts Restocker uses the following information to generate a recommendation:

Data	Information Reviewed
Inventory levels	Current inventory levels, and minimum and maximum quantities.
Lead time	Lead time for each part.
Consumption	Historical consumption and upcoming work order demand.
Part risk	The risk of each part running out.
Vendors	Vendor grouping, where available.

Limitations

Parts Restocker has the following limitations:

Limitation	Details
At-risk parts	Reviews up to 75 at-risk parts per run, ranked by priority.
Recommendations only	The skill only generates purchase order recommendations. It doesn't generate purchase orders.
Vendor groups	You 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.

Settings

When you add or edit a configuration, set the following options in the skill's Settings section:

Setting	Description
Include Parts	Include parts by Vendors, Locations, Teams, or Part Types.
Exclude Parts	Exclude parts by Part Types or Parts.

Review a Recommendation

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

Draft purchase order recommendation from Parts Restocker

To review a 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 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.