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 using the Add to Inventory button in the Parts Inventory module.

     * The sequence of these steps 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.
   • A Reorder Point is the the limit that the amount of parts on hand must drop to before the system automatically sends a notification that new parts need to be ordered.
2. Establish vendors in the Vendors module.
   • Add Vendor Parts and link to Part Inventory records.
3. Set up 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

Lucity offers several types of transactions to keep inventory up-to-date, including part transfers, quantity and cost adjustments, inventory allocations, purchase orders and employee issuing. A straightforward Purchase Order system is also available.

Tracking orders to and from vendors is simple with Lucity: Just link vendor part numbers to the part numbers used by your organization to easily translate 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.

Integration between the Parts and Work Order modules must be enabled in the Work > Administration > Work Options module > Parts Integration tab.