View the Part Details
The Part Detail screen contains information about where you keep your part, how many you have on hand, how much it costs, how you've used the part in the past, and plan to use it in the future.
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Learn more
- Navigate to Inventory.
- Click a Part. The Part Details screen displays the following areas:
(A) Part Images
Add images of your part for easy identification.
- Click Add an Image icon.
- Select an image to upload it.
If you need to delete an image, click the X icon.
(B) Status, Warehouse Favorite, Cost, etc
Warehouse Favorite - Part has been designated as a warehouse favorite.
Cost - Current cost of the part. If the quantities are greater than zero, it will list the cost of the next part to be used.
(C) Part Details Toolbar
The Part Details screen contains a toolbar and remember when your part is a component, then an extra Component icon displays.
Below describes each of the icons found in the toolbar.
View Part Details icon
This Part Details tab displays a toolbar with the following icons:
- Parts Details - Lets you add more part details and branding information.
- Vendors - Add the vendor and their part ID and cost of purchasing the part.
- Barcodes - The barcode number(s) associated with this part.
- Component - Warranty Rules - Add warranty information if the part's warranty is time-based, meter-based (how much it's used), or both.
- Notes - Add notes to a part.
- Attachments - Add an attachment or link to a part.
Learn more in Update Part with More Details.
View Assets Linked to Parts icon
A list of all assets that use this part.
Learn more in View Assets Linked to Part.
View Components icon
Each asset that has this part installed as a component, and what is left on the warranty.
Learn more in View Component List.
Adjust Inventory icon
Raise or lower your existing stocking levels. Each adjustment is recorded & will leave a digital paper trail.
Learn more in Adjust Inventory.
Search other warehouses icon
If you have established additional warehouses in your database, you can search and view what the current available count is at each one, and see if it is currently on order.
Learn more in Search Other Warehouses.
Alternative Parts icon
Alternate parts are used when a part assigned to a work order does not have enough available quantities.
Learn more in Assign an Alternate Part.
(D) Bin Location
This is where the parts can be found in your warehouse and you can learn more about Bins in Manage Bins.
- From the Bin Location drop-down, select the location.
(E) Stock Levels
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Maximum Stock Levels: The maximum you ever want to have in your inventory. You can carry more than this number, but the application will consider this overstock, and suggest you return it.
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Normal Stock Levels: The number of parts the application is always trying to get you back to.
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Minimum Stock Levels: The least acceptable stocking number. If your part count drops below this number, the application will suggest you reorder the amount it takes to get you back to Normal.
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Make non-stocked: This is only possible if you use all your parts on hand.
(F) Open Purchase Orders
This will list all the open purchase orders (PO) that include a line item of the part record you are currently viewing. The price listed here, is the total price of the purchase order.
(G) Warehouse Preferences
- Base Unit Of Measure - Indicates how you prefer to count and use the part
- Preferred Vendor - While you are free to reorder from the vendor of your choosing, the application will default to your preferred vendor.
- Replenishment Source - How do you prefer to get restocked when this part is running low?
- Default (the method determined by your System Administrator)
- Purchase Order
- Warehouse Distribution (comes from another one of your Inventory Warehouses)
- Default Purchasing Budget
(H) Additional Units Of Measure
Typically, this is how you prefer to order the part (by the Case, by the Ton, by the Gallon, etc)
(I) Activity Timeline
This displays the following:
- Active - Part is being actively used in a Work Order, or audited in a Cycle Count.
- History - Record of when the part was used in the past.