On the Parts Catalog page, use the Download button to export one of the following:
- Parts catalog. The downloaded file contains detailed information on your parts.
- Parts catalog template. This is a blank template for uploading multiple parts to your catalog.
- Inventory transfer template. Use this blank template to transfer parts from one location to another.
Use the Upload button to do the following:
- Import your parts catalog
- Transfer inventory parts between locations
Uploading Parts to Your Catalog
Whether you need to create your inventory catalog from the ground up or update the existing one, check the instruction below.
When you configure Inventory Manager, adding parts to your catalog is the next step you need to take after creating inventory locations.
- On the Parts Catalog page, click Download, and select Parts Catalog Template from the drop-down list. A blank template gets downloaded to your device.
Open the template, and fill it out.
1. Fill out or update the mandatory columns:
- Part number
- Part type
- Part group
- Part name
- Description
- Unit of measure. The field accepts any unit of measurement, including EA (each), lbs (pounds), gal (gallon), ton, case, pack, box, FT (foot), quart.
- Price valuation. There are three price valuation options; each option has an effect on how inventory is priced.
- Standard: The part price is always taken from the parts catalog. Prices specified in the location stock records template will not be used if different from the main catalog.
- Manual: Price will always be taken from the location stock records template.
- Average: Price will always be calculated as an average taken from the location stock records template (Current price*Current QTY) + (New Price * added QTY) / (Total QTY).
- Price. The market value of a part.
- Is standard. Enter either True or False. A standard part is a part that has not been modified, augmented, or specially combined with another part to make a new part type. For example, a non-standard part would include a special blend of paint, combined refrigerants, or a combination of two component parts that make a new part.
- Is regulated. Enter either True or False. A regulated part is a part that has to comply with special regulations for its use and disposal. For example, ozone depleting refrigerants, fluorescent light bulbs, or mercury vapor light bulbs — all have the EPA guidelines for their use and disposal.
2. (Optional) Based on your company’s business needs, specify the following information:
- UPC code
- Equivalent parts
- Brand
- Inventory catalog ID
- Average price. The average purchase price of a part.
- Replacement price. The last purchase price of a part.
- Asset type ID
- Is non catalog. Enter either True or False. A non-catalog part is a part that can appear at a location but is not an item that your company keeps in inventory.
- Supplier
- Scan code. Enter the QR code, barcode, or another code that should be used to allow your technicians to scan codes on parts to quickly identify the required parts and associate them with work orders in SC Provider.
- When ready, save the file.
- Click Upload, and pick the Parts Catalog option.
- In the overlay that appears, either drag and drop the file, or browse to choose the file from your device.
If no errors upon processing the file are found, click Done. In case there are errors in the file, download the results file, and check the last column in the file. Correct the errors, and reupload the file.
Transferring Parts
There may be times when the parts stored at location A will be needed at location B. With Inventory Manager, you can easily transfer parts from one location to another via template, for example from a warehouse to a truck.
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