Add New Parts

There are multiple ways to add a new part to the system.

On the Parts Inventory screen you can click the blue +New button on the top right.

On the left menu you can click the + sign on the Parts button to add a new part (if you do not see the Parts sub-menu make sure to click Inventory one time).

You can also use the Quick Actions button on the top. Select the Part option to add a new part to the system.

Any of the methods outlined above will bring you to the New Part screen.

The only required field for a new part is Part Number.  Other information available to store for each part includes Name, Description, Manufacturer, Category, Base Cost, and UPC scan code.  Two custom user-defined fields are also available.

Check the Enable Inventory Tracking box on the Identification tab to assign warehouses, enter initial quantity, and record details specific to each warehouse.

The Advanced tab includes the option to define a markup by value or percentage, establish a warranty period, and indicate part substitutions and alternate UPC codes. Photos and Attachments can be uploaded via the remaining two tabs..

Once you have entered in all of the information, click on the Save button to save the part and exit the screen. If you are going to enter a number of parts in, click the Save+ button to save the record and clear the boxes so the program is ready for the next part entry.

Still need help? Contact Us Contact Us