Getting Started

General Setup

1. Create a warehouse within the Warehouse module. Warehouses can be buildings, yards, trucks, etc. *
   • Create locations within the warehouse's Location grid to hold parts. These can be bins, shelves, truck beds, etc. *
2. Add part records to the Parts Inventory module. *
   • Record part amounts. This is done is by using the Add to Inventory button in the Parts Inventory module.

     * The order above is important. Parts records cannot be saved without selecting an existing Warehouse and location.

Purchasing and Reordering Setup

1. Set part Reorder Points in the Parts Inventory on the Inventory tab.
2. Setup vendors in the Vendors Module.
   • Add Vendor Parts and link to Part Inventory records.
3. Setup PO numbering if desired.
4. Create a PO record in the Purchase Order module.
   • Add PO Items
   • When the shipment is received record the shipment. The parts received are added to the inventory.

Transactions

A variety of transactions are available to keep inventory up-to-date, including part transfers, quantity and cost adjustments, inventory allocations, purchase order, employee issuing. A straightforward purchase order system is also provided.

Tracking orders to and from vendors is simple: vendor part numbers are linked to the part numbers used by your organization, making for an easy translation between vendor purchase orders and inventoried parts.

Work Integration

The Inventory modules can be integrated with the Work Order modules by linking parts to work order materials/fluids. When a work order is created and the materials/fluids are used the parts are automatically deducted from the inventory.

This integration must be enabled in the Work > Administration > Work Options module > Parts Integration tab.