Manually creating an Inventory Item is a simple process.  In just a few simple steps, you can have an Inventory Item up and running.

The following steps will help you create an Inventory Item:

Navigate to the Inventory module.  You should be seeing the main list view

1. Click on the  New Part  button

2. Select one of the 4 options:

   • New Stocked Part  (Inventory quantities & Min/Max rules will apply)

   • New Non-Stocked Part  (Inventory rules do not apply, and the system will not track your quantities)

   • New Component (Serialized parts, most commonly used to track part warranties)

   • New Tire Record (Serial number, size, DOT info tracked)

3. ​  Enter the required information (highlighted in red)

4. While not required, it is recommended you list your Starting Qty and Part Cost when creating a Stocked Part

5. Save the part record by clicking    OK    

The part is now a searchable record in your inventory.

Required Information:  

Part ID:  Type a unique part ID. You cannot have two parts with the same part ID. You can develop your own part ID system, or you may use the manufacturer’s ID

Description:  Description of the Inventory Item.  Although providing an Inventory Item description is optional, it may be useful if you have similarly named budgets.  You can type up to 32 characters in the Description field

Part Type:  Part types are used to group parts that are related

Part Status:  Status of the Inventory Item.  A common status is listing the condition of the part, when it was acquired (New, Used, Rebuilt, etc)

Unit of Measure:  How do you count the part?  Each one?  By the ounce?  Liter?  Quart?

Starting Qty:  This is the number of items that you have on hand.

Cost:  This is the cost of the item.