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Part Details Screen

Eptura Knowledge Center

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.

Oil Filter Details numbered.png

 Warehouse Parts 

  1. Warehouse Favorite Part has been designated as a warehouse favorite
  2. Current Stocking Levels: Part is currently in stock, on your shelves
  3. 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 

  1. 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 

  1. 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.
  2. 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)
  3. Additional Units Of Measure:  Typically, this is how you prefer to order the part (by the Case, by the Ton, by the Gallon, etc)
  4. 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 View
      Selecting a bin
      from the details screen
      manageBins.png Screenshot 2022-12-29 at 10.14.37 AM.png
      Man
    • 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

 

 Imagery 

  1. Add an image:  Attach a photo(s) of your part for easy identification

 

 Additional Part Details 

  1. Screenshot 2022-12-29 at 10.17.46 AM.png
    • Screenshot 2022-12-29 at 10.19.27 AM.png​​​ View Part Details:   Add additional critical part & branding information including:​
      • serialized check box Screenshot 2022-02-16 124251.png Serialized:  Whether or not the part should track Warranty info & Serial Numbers 
      •  Screenshot 2022-12-29 at 10.16.59 AM.pngVendors: The part ID and cost of purchasing the part from each of your vendors 
      • Screenshot 2022-12-29 at 10.23.36 AM.png Barcodes: The barcode number(s) associated with this part 
      •  Screenshot 2022-12-29 at 10.41.38 AM.pngComponent - Warranty Rules: If the part warranty is time based, meter based (how much it's used), or both 
      • Screenshot 2022-12-29 at 10.25.23 AM.pngNotes 
      • Screenshot 2022-12-29 at 10.26.11 AM.pngAttachments 
    •  Screenshot 2022-12-29 at 10.27.18 AM.png View Assets:  A list of all assets that use this part 
    • Screenshot 2022-12-29 at 10.41.38 AM.png View Components:  Each asset that has this part installed as a component, and what is left on the warranty 
    •  Screenshot 2022-12-29 at 10.28.07 AM.png Adjust Inventory:  Raise or lower your existing stocking levels.  Each adjustment is recorded & will leave a digital paper trail
    • Screenshot 2022-12-29 at 10.29.05 AM.png
    • Screenshot 2022-12-29 at 10.31.32 AM.png 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 
      Screenshot 2022-12-29 at 10.32.38 AM.png

 

 
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