Warehouse Location Parts

Lucity's Part Warehouses module enables users to track the parts stored at warehouse locations. The Warehouse > Locations > Parts grid displays a parts count and enables users to adjust quantities and enter inventory counts.

The Part Warehouses > Locations > Parts grid displays the Parts stored at a selected Warehouse Location.

In the Warehouse Inventory > Warehouses > Locations grid, click the to expand the desired Locations record at which you want to add Parts quantity.
In the Parts grid, select the Parts record for which you want to increase the quantity.
Click the Toolkit in the Locations > Parts grid and select the Adjust Inventory Quantity (+) | Selected Record tool. A pop-up similar to the following appears:
The Part Number, Part Description, Location ID and Location Description will be populated.
Enter a Quantity number to increase the quantity of this part at this particular Warehouse Location (required).
Enter a Cost per Unit (required). This value will be populated but can be changed.
Enter a Date (required). This value will populate with today's date but can be changed.
The system automatically provides the text "Added Through Parts Module" in the Reference field. Change the default text as desired.
Select a Vendor from whom this part is being sourced.
Complete other fields as desired.
Select Ok. The tool will run and the increased parts quantity will appear on the record in the Warehouse > Locations > Parts grid.

In the Warehouse Inventory > Warehouses > Locations grid, click the to expand the desired Locations record at which you want to decrease Parts quantity.
In the Parts grid, select the Parts record for which you want to decrease the quantity. This tool can only be run on Parts whose Quantity > 0.
Click the Toolkit in the Locations > Parts grid and select the Adjust Inventory Quantity (-) | Selected Record tool. A pop-up similar to the following appears:
The Part Number, Part Description, Location ID and Location Description will be populated.
The Max Quantity indicates the current quantity. Enter a Quantity number to decrease the quantity of this part at this particular Warehouse Location (required). The Quantity must be < Max Quantity.
Enter a Date (required). This value will populate with today's date but can be changed.
The system automatically provides the text "Removed Thru Parts Module" in the Reference Num field. Change the default text as desired.
Complete other fields as desired.
Select Ok. The tool will run and the updated parts quantity will appear on the record in the Warehouse > Locations > Parts grid.

In the Warehouse Inventory > Warehouses > Locations grid, click the to expand the desired Locations record.
In the Locations > Parts grid, select the Parts record for which you want to enter an inventory count.
Click the Toolkit in the Locations > Parts grid and select the Enter Inventory Count | Selected Record tool. A pop-up similar to the following appears:
The Part Number, Part Description, From Location ID, From Location Description, Original Quantity and Per Item Cost will be populated and are read-only.
Enter an inventory count in the Quantity for this particular Warehouse Location (required).
- If the count is greater than the Original Quantity, the system will automatically calculate the positive Adjustment.
- If the count is less than the Original Quantity, the system will automatically calculate the negative Adjustment.
- If the count is the same as the Original Quantity, the Adjustment is calculated and recorded as 0.
Enter a Date (required) and Time.
The system automatically provides text in the Reference Num field. Change the default text as desired.
Select a Transaction Description.
Complete other fields, as desired.
Select Ok. The updated Part Quantity and Last Modified Date appear in the grid.
- The system adds a new Transactions record for all three types of counts: Count, Original Quantity and Transaction Type. (Loc Count Adj Qty +, Loc Count Adj Qty -, or Loc Count No Adj).
- New Part History records are added for positive adjustments only.
- For negative adjustments, the Adjustment quantity is subtracted from the Current Quantity column of the oldest Part History record(s) showing a non-zero quantity.

In the Warehouse Inventory > Warehouses > Locations grid, click the to expand the desired Locations record to which you want to issue Parts.
In the Locations > Parts grid, select the Parts record from which you want to issue Parts.
- The Part's Quantity must be > 0.
Click the Toolkit in the Locations > Parts grid and select the Issue Parts | Selected Record tool. A pop-up similar to the following appears:
The Part Number, Part Description, Location ID, Location Description and Max Quantity, Date and Transaction Time will be populated.
Select the Issue to - Module to choose the module that you want to move Parts to. This selection will determine the picklist options in the next step.
Select the Issue to - Record to choose the record that you want to move Parts to. This selection will also populate the Reference and Description fields.
Enter a Quantity of parts that you want to issue (required).
- Note: The window also displays the Part's Max Quantity available for comparison.
Select a Transaction Description.
Enter an Account Number if desired.
Select Ok.
- The issued Parts will appear in the Returnable Parts grid for the Employee, Contractor or Asset.
- The quantity will be adjusted in the Quantity column of the Part Warehouses > Locations > Parts grid for the record from which the Parts were issued.

In the Warehouse Inventory > Warehouses > Locations grid, click the to expand the desired Locations record.
In the Locations > Parts grid, select the Parts record you wish to transfer to a different Warehouse Location.
Click the Toolkit in the Locations > Parts grid and select Transfer Parts to Different Location for Selected Record. A window opens with the Part Number, Part Description, From Location ID and From Location Description auto-populated:
Enter the Quantity of the part to transfer (required).
Enter a Date (required). This field will auto-populate with today's date but can be edited.
Select the To Location to where you wish to transfer the parts (required).
Select a Transaction Description.
Select an Employee.
Enter an Account.
- If the Default Transaction Account Number from To Warehouse in Whse Transfer Tools work option is on, and the To Warehouse contains an Account Number, that value will populate here but can be changed.
Click Ok. The selected Parts are transferred to the selected To Location and the Description automatically populates with information about the transaction if it was left blank.