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Inventory Module: Adding & Editing Parts
Inventory Module: Adding & Editing Parts

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

Updated over 9 months ago

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 '+ 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 quantity and unit of measure

Quantity is an important field because it allows you to control your stock. Make sure you select the right unit of measure depending on the part from the dropdown on the right-hand side of the entered value.

Optional (highly encouraged): Set a critical quantity level

If you would like to receive low-stock and out-of-stock notifications, you can enable them by inputting a critical quantity 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.

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.

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