Part Numbers

22 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

This tab on the Part Numbers page is only visible only for non-serialized inventory types. All inventory in ToolHound can be referenced by multiple unique IDs such as UPC codes from different vendors…

Updated by Cheryl Wallace

Stocking Points Tab for Part Numbers

The Stocking Points tab 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 can define the minimum and…

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.

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

The Vendors tab is used to maintain a list of preferred vendors and associated details by location to be inherited by the item directly from the part number 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

This tab is used maintain a list of certifications (training certificates, licenses, tickets, cards) for special training required to use this item. Certification expiration dates are stored on the P…

Updated by Cheryl Wallace

Transaction Rental Rates tab for Part Numbers

The Transaction Rental Rates tab on the Part Numbers page is used to view the rental rates for this part number across all Transaction Rental rate sheets. This tab is visible only when the Transaction Rental module is licensed. Rates are not editable on this tab. Edit the appropriate rate sheet to make changes.

Updated by Cheryl Wallace

Transfer Rental Rates tab for Part Numbers

The Transfer Rental Rates tab on the Part Numbers page is used to view the rental rates for this part number across all Transfer Rental rate sheets. This tab is visible only when the Transfer Rental module is licensed. Rates are not editable on this tab. Edit the appropriate rate sheet to make changes.

Updated by Cheryl Wallace

Adding Part Numbers

Click Inventory in the left side menu bar and then click Part Numbers. Click to add a new record. Enter the minimum required information: Part Number , Description , Inventory Type and Visibility Loc…

Updated by Cheryl Wallace

Looking Up Part Numbers

Look up a part number to find tools, equipment, or materials. Unique barcodes for serialized inventory can be found on the Items tab. Click I nventory in the left side menu bar, then click P art Numb…

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 at the top right of the part number picture shown to remove the current image. Click OK to confirm. Click then navigate to the re…

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 vendors can be added to existing part numbers. These vendors can automatically populate the Reorder Worksheet as suggestions. Multiple vendors can be added for each stocking point, if des…

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 Part Numbers

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. When a record is de…

Updated by Cheryl Wallace