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To start working with Parts, you should click on the Inventory group in the navigation pane and select Parts view at the view list on the top. Using AvailSuite Parts module you can:
To create a new Part, user can use any of the following methods:
- use the New Part button on the toolbar;
- select File, then New, and then Part in the main menu;
- fill a new row directly in the Parts view.
When setting up a new part, you can specify price and warranty information. These data will be used when you add the part later to a work order. The price will be copied into the order, and warranty period will be set according to the delivery date and the part's warranty default period.
Note, that you can also set a warranty period for services, not only parts.
To set a picture for a Part, follow the instruction.
- Open the Part form
- Setup the picture.
Choose the file with picture with the Browse button. The picture appears on the form.
- Save the changes made.
Click Save
Also you can see full size of the picture with the Show button.
Click here to read more about File Attachments.
You can view actual counts of parts using the following approaches.
- View the actual count of parts on the In Stock column of the Parts view of the Main form.
- View the actual count of a part on the Part Detail form.
AvailSuite helps you in tracking the count of parts in stock with the following options.
- AvailSuite displays the count of parts.
- You can run the Vendor Parts Inquiry report and view a list of parts which the In Stock count is less than a given threshold value.
AvailSuite notifies you on a shortage of items in stock on saving an order. Use the Notify the user about a Parts Shortage option on the User Settings form to tune the notification.
AvailSuite prohibits a shipment on a shortage of items. Use the Allow negative values in stock option on the User Settings form to tune the rule.
In stock counts of parts are updated when parts are received or shipped. However, sometimes, it is necessary to adjust in stock values.
You can adjust the In Stock value of a part using one of the following approaches:
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Directly in the Parts view
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Using the Part Adjustment form; this form is available by the Adjust In Stock action on the context menu on the Parts view, or using the Adjust In Stock option in the Actions menu on the main form
Sometimes, it is necessary to move parts to another location. In this case, you can use the Move to Location action available on the context menu on the Parts view and on the Part form.
After moving a part, you can receive it in a target location using the Pending Receipts view in the Inventory group of the main form.
If you selected an option Direct Movement, the part will be moved to the target location without pending receipts mechanism.
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