The Parts store allows a department to keep a running inventory of replacement parts, consumable items, etc. The Parts store can also be used to track the cost and location of all parts contained in it. However, in order to use the Parts Store, locations and categories must be configured.
Parts Store Setup
Upon choosing Setup Parts Store on the main Manage tab, you will be presented with two subsections: Locations and Categories. The Locations Tab allows you to enter in the physical locations that will store parts.
Simply enter in a location name and click Add. You can also use Delete and Edit to modify your existing locations. Locations will appear in alphabetical order. Be very careful when deleting locations, as you must make sure there are no longer parts listed at that location. Loss of inventory may occur.
The Categories Tab allows you to specify the type of parts you may have at your locations. Ideally this should be a list of all the possible types of parts that your store may contain. However, categories can be added as needed. Each category will need a name and specific icon. Click on the blue dot to the left of the name in order to select a unique icon for that category. As before with locations, use Add, Edit, and Delete to create and modify your categories list.
Parts Store Management
The management of the inventory of parts takes place on the Parts Tab.
Here you can see a list of all categories per location. You can change locations by using the drop down list at the top. The bottom left options will allow you to go back and Setup Parts Store or Add New Parts.
When adding parts, you will need to select a location and category from the wizard that appears on the right. After selecting that, you will be prompted to enter the information shown above. Name and Quantity are the only required fields. Once the new parts wizard is completed, you will see the new parts appear as an entry in the list.
Each category has a list of multiple models or types of parts. Each parts entry has its own log of activity. Once a parts entry is created for a part, you can continue to add items to that existing part instead of creating an entirely new entry. Shown above is a log for Nikon cameras. As parts are used in tickets or quantities changed, each transaction is recorded in the log for that part.
The top toolbar in this screen will allow you to add additional items to this parts entry, print this entry, delete this entry, move parts from this entry to another location, or edit this entry. The Show All option will display any log entry that did not affect quantity. Those are hidden by default.
When editing the parts entry's details, you will see the screen above. This will allow you to change the make, model, name, quantity, cost, and the notes. Once any changes are made use the Cancel or Save options to finalize or cancel your changes. Remember that cost is critical for parts and labor tracking and empowers cost based analysis. Cost is not a default field and will need to be edited for each part if that functionality is desired.