Part Details Screen
Introduction
|
The part detail screen is a treasure trove of 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.
Once a part has been created and saved, that part is now searchable from the list view.
Instructions
|
Simply click on the part you are interested in, to see more details.
Warehouse Parts
- Warehouse Favorite: Part has been designated as a warehouse favorite
- Current Stocking Levels: Part is currently in stock, on your shelves
- Activity Timeline:
- Active: Part is being actively used on a Work Order, or audited in a Cycle Count
- History: Record of when the part was used in the past.
Remember, If any of the first three items are utilized, the part will automatically be designated as a warehouse part.
Cost of your Part
- 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.
Purchasing and Reordering your part
- Open Purchase Orders: This will list all the open PO's that includes a line item of the part record you are currently viewing. The price listed here, is the total price of the PO.
- 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, Lightning will default your preferred vendor, indicated here
- 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)
- Additional Units Of Measure: Typically, this is how you prefer to order the part (by the Case, by the Ton, by the Gallon, etc)
- Min/Max levels and Location of parts:
- Bin Location: Where the part can be found (this feature is created and managed from the List View of the Inventory module)
Managing your Bin options
from the List ViewSelecting a bin
from the details screen -
Maximum Stock Levels: The maximum you ever want to have in your inventory. You can carry more than this number, but Lightning will consider this overstock, and suggest you return it
-
Normal Stock Levels: The number of parts Lightning is always trying to get you back to
-
Minimum Stock Levels: The least acceptable stocking number. If your part count drops below this number, Lightning will suggest you reorder the amount it takes to get you back to Normal
-
Make non-stocked: This is only possible if you used all your parts on hand
- Bin Location: Where the part can be found (this feature is created and managed from the List View of the Inventory module)
Imagery
-
Add an image: Attach a photo(s) of your part for easy identification
Additional Part Details
View Part Details: Add additional critical part & branding information including:
Serialized: Whether or not the part should track Warranty info & Serial Numbers
-
Vendors: The part ID and cost of purchasing the part from each of your vendors
Barcodes: The barcode number(s) associated with this part
-
Component - Warranty Rules: If the part warranty is time based, meter based (how much it's used), or both
Notes
Attachments
-
View Assets: A list of all assets that use this part
View Components: Each asset that has this part installed as a component, and what is left on the warranty
-
Adjust Inventory: Raise or lower your existing stocking levels. Each adjustment is recorded & will leave a digital paper trail
Search other warehouses: If you have established additional warehouses in your database, you can view what the current available count is at each one, and see if it is currently on order
|