Manually add parts
- In the toolbar, click Parts.
- In the Parts List tab, click New Part.
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In the Part No. field, enter a part number.
- Click the Manufacturer drop-down menu and select a manufacturer.
- Click the Model drop-down menu and select a model.
- In the Description field, enter a description of the item.
- In the Our Cost and Customer Cost fields, enter the appropriate amounts.
- Select the Tax Free check box if this item is not applicable to state or local taxes.
- Select the Inventory Alerts Enabled check box to receive an alert when inventory falls below a certain level.
- In the Notes field, enter any applicable notes.
- Click Save.
You can add manufacturers and models at Setup > Asset >Manufacturers & Models.
Add spare parts to a location
If you cannot add parts to a location, verify that the location is configured to store parts.
- Log in to Web Help Desk.
- If required, set up a location to store the spare parts.
- Click Setup > Companies & Locations > Location & Rooms.
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In the Location name column, click the target location to store the parts.
For example, Austin.
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In the Location Info tab, click the edit icon to enter edit mode.
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In the Store Parts field, select Yes.
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Click Save.
The storage location is configured to store the parts.