Part Numbers

23 articles

About Part Numbers

Part Numbers create your “catalog” of inventory and carry all the common characteristics of size, use, and capacity for a type of tool, equipment, or asset regardless of the quantity you own.

Updated by Cheryl Wallace

General tab for Part Numbers

This is the default tab for Part Numbers. All the information common across all child stocking locations and associated IDs appears on this tab. Fields on this tab include: Category Select a category from the predefi…

Updated by Cheryl Wallace

Alternate IDs tab for Part Numbers

The Alternate IDs tab on the Part Numbers page is only visible only for non-serialized inventory types. Add multiple unique IDs such as UPC codes from different vendors, internal bar codes, brass tags or engraved numbers...

Updated by Cheryl Wallace

Stocking Points Tab for Part Numbers

The Stocking Points tab on the Part Numbers page gives an overview or summary of the total number of inventory for a part at each location. All stocking locations are listed. For each location, you c…

Updated by Cheryl Wallace

Items tab for Part Numbers

The Items tab is visible only for part numbers with a serialized inventory type.  This tab displays a brief summary of each serialized item, its serial number, stocking point, storage bin, current status, and current location.…

Updated by Cheryl Wallace

Notes tab for Part Numbers

Add, edit or delete notes using a rich text editor for the part number on the Notes tab of the Part Numbers page.

Updated by Cheryl Wallace

Tasks tab for Part Numbers

The Tasks tab of the Part Numbers page is used to add and maintain a list of basic service tasks requirements that apply to all serialized items linked with this part number. Items inherit service requirements on the part number as they are added. Detailed histories are stored with the serialized item.

Updated by Cheryl Wallace

Vendors tab for Part Numbers

Use the Vendors tab of the Part Numbers page to maintain a list of preferred vendors and associated details by stocking location to be inherited when generating purchase orders or purchase requisitions.

Updated by Cheryl Wallace

Transaction History tab for Part Numbers

The Transaction History tab on the Part Numbers page is used to view all transactions and documents created for the selected part number or any associated item ID.

Updated by Cheryl Wallace

Certifications tab for Part Numbers

The Certifications tab on the Part Numbers page is used maintain a list of certifications (training certificates, licenses, tickets, cards) for special training required to use this tool or equipment or the correct sizing for respirators

Updated by Cheryl Wallace

Transaction Rental Rates tab for Part Numbers

Use the Transaction Rental Rates tab on the Part Numbers page to view the rental rates for this part number across all Transaction Rental rate sheets.

Updated by Cheryl Wallace

Transfer Rental Rates tab for Part Numbers

Use the Transfer Rental Rates tab on the Part Numbers page to view the rental rates for this part number across all Transfer Rental rate sheets.

Updated by Cheryl Wallace

Custom Fields tab for Part Numbers

The Custom Fields tab on the Part Numbers page is only visible if custom fields have been created that apply to part numbers. The number and type of fields depend on what has been define by your organization.

Updated by Cheryl Wallace

Adding Part Numbers

Click Inventory > Part Numbers. Click +​ to add a new record. Enter the minimum required information: Part Number, Description, Inventory Type and Visibility Location. For non-serialized inventory types, the Item ID is also required.

Updated by Cheryl Wallace

Looking Up Part Numbers

Click Inventory > Part Numbers. Enter any known information about the part number as a pre-filter. Click Search.

Updated by Cheryl Wallace

Editing Part Numbers

This is most frequently used to change a part number, change a description, or add information such as a category or vendors. Most information on a part number can be modified or changed except the inventory type and whether it is a kit.

Updated by Cheryl Wallace

Adding a Picture to a Part Number

A picture can be added as a new part is being created or it can be added later to existing part numbers. Tip Best practice is to use a lower resolution photo, image, or picture with a smaller file size to avoid any negative impact to performance. Images are limited to a maximum size of 28.6MB.

Updated by Cheryl Wallace

Changing the Picture on a Part Number

Look up the part number to edit under Inventory > Part Numbers. Click X​ at the top right of the part number picture shown to remove the current image. Click OK to confirm. Click +​ then select the new image file...

Updated by Cheryl Wallace

Adding a Task to a Part Number

Look up the part number under Inventory > Part Numbers. Select the Tasks tab. Click +​ above the Task grid...

Updated by Cheryl Wallace

Removing a Task from a Part Number

Removing a task from a Part Number prevents it from being inherited as a service requirement by all items added to the part number in the future. This does not remove the service requirement from rel…

Updated by Cheryl Wallace

Adding a Vendor to a Part Number

One or more recommended vendors can be added to existing part numbers when using the Purchasing module. These vendors can automatically populate the Reorder Worksheet as suggestions.

Updated by Cheryl Wallace

Add a Certification to a Part Number

Disambiguation: Certifications are specialized training or qualifications essential to support to safe work practices. For certificate documents for service such as calibrations, see Service Tasks an…

Updated by Cheryl Wallace

Deleting a Part Number

Deleting a part number sends it, and all associated items, to the Recycle Bin. Part Numbers with any type of associated history cannot be permanently deleted from the Recycle Bin.

Updated by Cheryl Wallace