Manually add parts to the inventory and specify the storage location

See the following sections to manually add a part to the inventory. You can also specify where the part is stored and how many are available in that location.

To import parts, see Import data using templates.

Add a part to the inventory

1. In the main menu, click Parts.

2. In the Parts List tab, click New Part.

3. Enter a part number for your new part.

4. From the Manufacturer drop-down menu, select a manufacturer.

   You can add manufacturers and models at Setup > Asset >Manufacturers & Models. For more information about adding manufacturers and models, see Defining asset types.

5. From the Model drop-down menu, select a model.

6. Enter a description of the part.

7. In the Our Cost and Customer Cost fields, enter the appropriate amounts.

8. Select the Tax Free checkbox if this item is not applicable to state or local taxes.

9. Select the Inventory Alerts Enabled checkbox to receive an alert when inventory for this part at any location falls below the threshold specified level.

   You can specify the default recipients for this alert at Setup > Parts & Billing > Inventory Alerts.

   You can override the default recipients for each part location. See Setup > Locations & Departments > Locations & Rooms > [Location] > Location Info for details.

10. In the Notes field, enter any applicable notes.

11. Click Save.

    The part is listed in the Part List.

Specify a part's storage location and the number available

1. In the main menu, click Parts.

2. Click the Inventory tab.

3. To search for a part in the inventory, enter your search criteria in the fields at the top and click Search. To list all parts, leave all fields empty.

   

4. From the Storage Location drop-down menu for a specific part, select a storage location.

   If the location does not appear in the list, make sure it was configured to store parts. Edit the location options and select Yes on the Store Parts line.

5. In the Add Count field, add the number of available parts.

   To reduce the number of available parts, use a negative number. For example, to change the number of available parts from 6 to 5, enter -1.

6. Click Save.

   When a part inventory reaches zero, the inventory status changes from Available to Out of Stock.