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.
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.
⦿ How to Filter Parts
Click Filter By below the Parts Catalog tab. The filters panel appears.
Set the desired criteria:
Status. Select the Inactive checkbox if you want to see all of your inactive parts.
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 It could be a part that is no longer manufactured or has been replaced by another part.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
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.
⦿ How to Sort Parts
Mouse over the required column header. An arrow appears next to it.
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:
Part picture
Part detailed information
Criteria for filtering the locations where the part is kept
List of locations where the part is stored
Add Stock Record button for adding the existing part to new locations
Pagination to set how many rows per page to display as well as to switch between pages if there are multiple pages
Edit button to modify the information on the part
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.
⦿ How to Add a Stock Record
Click Add Stock Record in the lower-left corner of the panel. The overlay for adding a stock record opens.
From the Location Number drop-down list, select the number of the inventory location you need to add the part to.
(Optional) Enter the Minimum and Maximum quantity of this part that should be stored at this location.
Specify the On-Hand part quantity for the location.
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.
⦿ How to Edit a Part
Click Edit in the upper-right corner of the part detailed panel. The overlay for part editing opens.
Make the required updates, and click Save to capture your changes.
In this Article
Related Articles
Filter by label
There are no items with the selected labels at this time.