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Add a part

The parts list holds the spare parts kept on site and how many are in stock. Technicians choose parts from it when they log work, and stock goes down as parts are used.

Add part, Edit and Remove are shown only to Master.

Add a part

  1. Click Parts on the rail. Make sure Parts is selected at the top, not Purchase orders.
  2. Click Add part.
  3. Fill in the fields described below.
  4. Click Save.

The fields are:

  • Part number and Name.
  • Description and Unit, for example each, m or L.
  • Where it is kept, for example a store and bin.
  • Reorder when at or below: the stock level that marks the part as low.
  • Reorder quantity: how many to order when it is low.
  • Unit cost and Usual supplier. Suppliers come from the vendor list. See Add a vendor.
  • Manufacturer and Manufacturer part number.
  • Opening stock: how many are on the shelf now. Shown only when adding a part.
  • Spare for these asset types: tick each type the part fits, and how many go on one asset of that type. Spares are exported with the asset register.

Edit or remove a part

Click the part in the list, then Edit or Remove. A removed part leaves the parts list. Work records that used it still name it.