How to Add a Part

To add a part:

1. Identify the part by entering a unique number code and a brief description in the Part ID field, found in the header data (required).
2. In the Location ID field (also in the header), select the Default Location within a warehouse where the part is stored (required). When the user completes this field, the system automatically completes the Warehouse ID field.

   Note: The system uses the Default Location when the "Always Use Default Location" Work Option is enabled, and the user disperses parts from the Work Orders module or the Mobile Work program.

3. Use the Order Info tab to enter the Unit Of Measure and Cost Method (required). Here, the user can also specify the Reorder Point, the Reorder Quantity, and the Maximum-on-Hand quantity. Users can also link the part to the Work Order modules using the Material or Fluid Code fields.
4. Click to save the record. The Add to Inventory button on the Order Info tab is now enabled. This feature allows users to manually stock their warehouses with parts, which then appear in the Inventory tab grid.
5. Use the Inventory tab to view the various warehouses where the part is stored and the quantity remaining in inventory. On this tab, users can adjust the quantity (+ or -), transfer parts to a different location, or edit the reorder point.
6. On the Vendor tab, specify which vendor supplies the part.

   Note: The vendor pick list is set up in the Vendors module.

7. Use the Part History tab to adjust the cost per unit and view the part's History (i.e., when inventory was added, returned from a work order, dispersed by mistake and then deleted, or understocked). Information in this grid is automatically populated. Only the Cost Per Unit field can be edited.

   Note: If the part is linked to the Work program (via the Material or Fluid code), the Unit Cost entered here in Parts Inventory will override the default Unit Cost in the resource's Work Flow Setup record. If the part is understocked, the last cost recorded is used until the agency receives more inventory.

8. Use the Transactions and On Order tabs to view records associated with the part from the Transactions module and the Purchase Orders module.