Taking Action on Parts
- Anastasia Troichuk (Unlicensed)
In addition to viewing parts that are stored at inventory locations, you can also adjust the part on-hand quantity and specify what parts you used to complete the assigned work orders.
Adjusting the Part Quantity
To be able to update the on-hand quantity of a part, you should have the Stock Adjustments Audit permission assigned to you by your client. When the permission is enabled, you see the blue Adjust Audit button on the part details screen. Tap the button to change the part quantity at the location.
- Navigate to the Inventory module, find the desired part, and open its details screen.
- Tap Adjust Audit on the part details screen.
- Select a reason for updating the part on-hand quantity at this location.
- Lost
- Recovered
- Disposal
- Sold
- Returned to Vendor
Enter the part quantity that should be either added to or deducted from the current on-hand amount.
Whether the specified quantity should be added or deducted depends on the reason for updating the part quantity.
➖ When you pick the Lost, Disposal, Sold, or Returned to Vendor, the specified number is deducted.
➕ Should you select the Recovered option, the number will be added.
Enter a description to provide more information on the part quantity adjustment.
- Tap Done. The part quantity at the location has been updated.
The screenshots below illustrate that the Recovered reason was selected and 2 parts were specified, which means that two more parts should be added to the part on-hand quantity.
Adding Parts to Work Orders
When you take parts from inventory locations to fix a broken asset, you should specify what parts and in what quantities you used to complete the assigned work.
Once you enter the part quantity, this amount is deducted from the part on-hand quantity at the inventory location where it’s stored, which permits location managers to keep track of the available stock amount.
Navigate to the work order details screen, and tap the Parts Used field. The screen for adding parts appears.
Tap + Add Part, and pick the location where you need to take the part from. Suppose you opt for the Other Inventory Location option. The list of inventory locations opens where you can select the required location.
On the list of parts that are stored at the selected location, choose the required part. The screen for adding part use details opens.
If you cannot find the required part, you may have an option to add a part manually. You should have the Stock Adjustments Audit permission to take this action. Learn more about Adding Parts Manually.
Enter the part quantity that you used and the date when you took the part.
- Tap Save. You get redirected to the screen for adding parts.
- (Optional) To add more parts to the work order, tap + Add Part, and repeat steps 3–5.
- Tap Done. The work order updates displaying the part usage information. The used part quantity is deducted from the on-hand quantity of the parts at the inventory location.
Adding Parts Manually
Cannot find the part you used to complete the work at the inventory location? You can add it manually by tapping Add Part Manually on the parts screen and providing the required information on the part.
Use this option when the part you used on a work order was sourced from a non-inventory location.
