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Inventory Module: Adding & Editing Parts

How to add new parts to your inventory and edit information and quantity of the existing parts.

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In this article:

Your inventory of parts can be found in the 'Maintenance' module on the left-hand side navigation bar under 'Inventory.'


Adding Parts

Step 1: Add a Single Part

Go to the '+Add part' green button and select 'Single part'.

Step 2: Fill out the part details with available information

For parts information, you don't have to fill out all the fields, the only required field is the part name. The more details you add, the further you remove possible confusion around parts and their usage as you start adding more inventory.

Step 3: Define the location/quantity and vendor/unit cost

Location/quantity is an important field because it allows you to control your stock.

Also ensure you add Vendor/unit cost information for a part to ensure the cost calculations are catered for.

Note - You can add multiple vendors/locations for a single part that will have varied unit cost/quantity.


Optional (highly encouraged): Set a reorder point level, manufacturer and maximum quantity limit

If you would like to receive low-stock and out-of-stock notifications, you can enable them by inputting a reporter point value. When the quantity drops to the indicated value, we'll email you informing you that the part is running low in stock. We'll send another email informing you when the part drops to 0.

Along with that, you can also add Manufacturer information to quickly identify the part per manufacturer.

Setting a maximum quantity limit for parts helps you avoid overstocking by keeping you aware of your storage capacity for each item. This ensures you don't order more than your available rack space.


Bulk Uploading Parts

Step 1: Bulk import your parts

Navigate to the green '+ Part' button and select 'Bulk parts import'.

Step 2: Set up your data source

Drag and drop your parts file or select 'Choose a file' and pick the file you want to upload to the inventory module.

Note: All file types are accepted CSV, TSV, XLS, XLSX and XML files.

Step 3: Review and edit your data

Select the header row and edit any fields you'd like to make changes to. Then select 'Confirm selection and continue'.

Step 4: Match your columns

We use AI to suggest matches where possible. Review and confirm matches followed by selecting 'Confirm matching and continue'.

Note: We use AI to generate matches where possible.

Step 5: Clean the data

We use AI to automatically clean all data where possible. Review the suggested changes and select 'Continue'.

Step 6: Finalize the process

Review and clean any fields you wish to, and then select 'Finish'.

Congratulations!

Your inventory has been updated.

Bulk uploading parts to inventory

How to bulk upload parts to the inventory module

Bulk uploading parts

Step 1: Navigate to the green +Add part button and select "Bulk parts import"

Step 2: Drag and drop your parts file or select "Choose a file" and pick the file you want to upload to the inventory module.

Please note: you can upload: csv, tsv, xls, xlsx and XML files

Step 3: Select the header row and edit any fields you'd like to make changes to. Then select "Confirm selection and continue"

Step 4: Match your columns. We use AI to suggest matches where possible. Review and confirm matches. Then select "Confirm matching and continue".

Please note: We use AI to suggest matches where possible.

Step 5: Clean the data. We use AI to automatically clean your data where possible. Review the suggested changes and select "Continue".

Step 6: Review and clean any fields you wish to and then select "Finish".

That's it! your inventory of parts has been updated.

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