- Identify the part with a unique number code and a brief description using the Part ID field in the header data. This is a required field.
- Use the Location ID (in the header) field to select a default location within a warehouse where the part is stored. This is a required field. Upon populating this field, the Warehouse ID field will be auto-populated.
Note: This is the default location that is used when the "Always Use Default Location" option in Work Options is turned on, and you disperse parts from Work Orders or Mobile Work program.
- Use the Order Info tab to enter the unit of measure and cost method. These are required fields. From here you can also specify the reorder point, the reorder quantity, the maximum on hand quantity, and you can link the part to the Work Order modules using the Material or Fluid Code fields.
- Click
to save the record. Now the Add to Inventory button (on the Order Info tab) will be enabled. This feature allows you to manually stock your warehouses with parts. All parts added will appear in the Inventory tab grid. - Use the Inventory tab to view the various warehouses where the part is stored and the quantity remaining in inventory. From here you can adjust the quantity (+ or -), transfer parts to a different location, or edit the reorder point.
- Use the Vendor tab to specify which vendor supplies the part.
Note: The vendor pick list is setup via the Vendors module.
- 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 and only the Cost Per Unit field that 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 you receive more inventory.
- Use the Transactions and On Order tabs to view records associated with the part from the Transactions module and the Purchase Orders module.