“Parts” represent physical inputs into a maintenance or repair process.

Add a part

1. Expand the “Configuration” menu on the sidebar navigation. 
2. Expand the “Lists” menu under “Configuration”.
3. Select the “Parts” menu.
4. Select “Add” to add a part.
5. Populate the fields.  Data fields with an asterisk (*) are required.
   • SKU*: Enter the stock keeping unit (SKU) or name of the part that uniquely describes it when displayed in lists.
   • Type*:  Select the type of part.
   • Status*: Select the current status of the part.
     • NOTE: This value is defaulted to “Active”.
   • Manufacturer*: Select the manufacturer that produces this part.
   • Manufacturer Part Number: Enter the part number that the manufacturer uses to uniquely identify the part.
   • Unit Cost: Enter the cost per unit of the part.
   • Unit of Measure*: Select the unit of measure associated with the part.
     
     • NOTE: This value is defaulted to “each”. 
   • Tags: Enter the list of tags associated with this record.
   • Description: Enter the detailed description of the part.
   • Barcode / QR Code: Enter the barcode, QR code, or general tracking code used for this part.
   • External Identifier: Enter the unique identifier that represents this record in an external system.
   • Comments: Any comments you would like to store for this part.
6. Select “Add” upon completion.

Lock or unlock a part

A locked part allows users with appropriate access to view the part details, while users with appropriate access can both view and edit an unlocked part.

1. Locate the parts record and select the View/Edit button for the desired part.
2. Toggle the “Lock” or “Unlock” button in the Details section.

Add Locations

Location associations allow parts to track where parts are located.

1. Locate the parts record and select the View/Edit button for the desired part.
2. Select the “Add” button in the Locations section.
3. Populate the fields.  Data fields with an asterisk (*) are required.
   • Location*: Select the asset that represents the location of this part.
   • Quantity: Enter the current number of parts that are currently available.
   • Quantity on Reserve: Enter the number of parts on reserve for upcoming work orders.
   • Reorder Point: Enter the inventory level when this part should be reordered.
   • External Identifier: Enter a unique identifier that represents this record in an external system.
4. Select “Add” upon completion.

Manage Locations

1. Locate the parts record.
2. To the right of each record, under the Actions menu, select to view the detailed parts record.
3. Under the Locations section, you may:
   • ​Edit the location.
   • Delete the part. You may delete parts only when they are not in use at a work record.

Manage parts

1. Locate the parts record.
2. To the right of each record, under the Actions menu, you may:
   • ​Edit the part or view the part details.
   • Copy the part as a new part.
   • Download the part definition for import into another database.
   • Delete the part. You may delete parts only when they are not in use at a work record.