Versions Compared

Old Version 3

changes.mady.by.user Anastasia Troichuk

Saved on

compared with

New Version 4

changes.mady.by.user Anastasia Troichuk

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can view your parts in the list view or and detailed view.

Parts List View

On the parts list, you can view the following information on your parts:

  • Part picture
  • Part number
  • Part name
  • Part group
  • Part type
  • Supplier
  • Price
  • Total on-hand quantity across all of your locations

Check this glossary to learn about part-related terms.

Term

Definition

Part

Items that are stored at an inventory location, for example, pipe fittings, light switches, power outlets, fan motors, or refrigerants.

Part number

Number you give to a part when adding it to your general parts catalog.

Part name

Name that you give to a part when adding it to your general parts catalog.

Part type

General term for defining the part purpose or the field of use. For example, you may have such part types as Tools, Lights, Refrigerant.

Part group

Within the same asset type, you can arrange your assets into groups. 

For the Tools part type, there may be such a part group as Electrical, meaning that all parts of this group are used for the electrical trade. Another part group within the Tools part type, could be Plumbing, meaning that all of the parts are used for the plumbing trade.

Maximum quantity

The max number of a part that should never be exceeded at the location.

Minimum quantity

The least number of a part that should never fall below at the location.

Anchor
filterparts
filterparts
Filtering and Sorting Parts

Take advantage of the filters at the top of the parts list to quickly find the items you need to view and weed out those you don’t need.


Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Filter Parts
  1. Click Filter By below the Parts Catalog tab. The filters panel appears.

  2. Set the desired criteria:

    • Status. Select the Inactive checkbox if you want to see all of your inactive parts.

      Info

      An inactive part is a part that is no longer inventoried. It could be a part that is no longer manufactured or has been replaced by another part.


    • Part number

    • Part name
    • Type and group
    • Brand
  3. Click Apply.

The page updates showing parts that match the specified criteria.

If required, you can sort parts in ascending ↑ or descending ↓ order. Column headers that you find on the parts list serve as sorting criteria.

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Sort Parts
  1. Mouse over the required column header. An arrow appears next to it.
  2. Set the arrow either in ascending ↑ or descending ↓ order.

Parts Details View

When you need more information on a part, click the part on the list to open the details panel.

The details panel consists of the following sections:

  1. Part picture
  2. Part detailed information
  3. Criteria for filtering the locations where the part is kept
  4. List of locations where the part is stored
  5. Add Stock Record button for adding the existing part to new locations
  6. Pagination to set how many rows per page to display as well as to switch between pages if there are multiple pages
  7. Edit button to modify the information on the part
  8. Close button to exit the details panel

Adding Stock Records

To specify more inventory locations where this or that item is kept, you can add stock records via the part detailed panel.

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Add a Stock Record
  1. Click Add Stock Record in the lower-left corner of the panel. The overlay for adding a stock record opens.

  2. From the Location Number drop-down list, select the number of the inventory location you need to add the part to.
  3. (Optional) Enter the Minimum and Maximum quantity of this part that should be stored at this location. 
  4. Specify the On-Hand part quantity for the location.
  5. Click Add. The stock record gets added.
    Alternatively, click Add and Create Another to save the current stock record and create another one. Repeat steps 2–5.

Editing Parts

When you need to add a photo to an existing part, change the part name, price, supplier, or other details, you can access the overlay for part editing right from the part detailed view.

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Edit a Part
  1. Click Edit in the upper-right corner of the part detailed panel. The overlay for part editing opens.
  2. Make the required updates, and click Save to capture your changes.


Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch our Knowledge Base
typepage

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel = "enhanced-inventory" and space = currentSpace ( )