Manually Add Items to Inventory
The Inventory section of the Builds module is a list of the quantity, serial # / lot #, and location of parts on hand.
Note: A part needs to be added to the Parts dictionary before you can add inventory.
Select the part from the drop down list
Click Add Item to populate the fields
If applicable, enter the serial # or lot # of the associated part (this will populate based on the Tracking selection for that item in the Parts dictionary)
Enter the quantity you are adding to inventory that will have the same tracking information
Select a Location for the parts to be stored if desired
Save to add the items into inventory
Note: The Location needs to first be created before it will appear in the list.
Items with Serial tracking can only be added with a quantity of 1. The quantity can be adjusted for Lot tracking or No Tracking items.
The Inventory screen will display a list of parts and the total quantity on hand. Clicking the arrow next to a part will expand to show tracking and location information.
Custom Inventory Detail
Add custom fields to your Inventory details screen for specific inventory items by navigating to the Settings icon in the left navigation pane and clicking into the Builds section.
Click + Add Inventory Detail to add a custom field which can be optionally filled in for any inventory item.
You must be an ADMIN to perform this action.
In the Parts Inventory screen, click into any inventory item. The custom fields that have been filled in will be displayed in the top section.
Click Edit to add or edit custom inventory details.
Custom Field details containing no inputs will not be displayed on the Inventory Detail screen.
Import and Export Inventory
Note: A part needs to be added to the Parts dictionary before you can add inventory.
Inventory items can be imported using a CSV file by clicking the Import button on the main Inventory screen.
Follow the format in the modal:
Note: Columns 'Part Number,' 'Rev,' and 'Quantity' are required.
Click the Export button on the main Inventory screen to download a CSV of current Inventory.
Scrap a Part from Inventory
Only items with tracking (Serial or Lot) can be marked as scrap
To mark an inventory item as scrap, navigate to the item's detail screen.
Click on the 3 dot menu next to the Edit button and select Mark Scrap.
There will be a pop up notification explaining that a part marked as Scrap will not be available for checkout and usage tracking. Click Ok to proceed.
The status of the inventory item will change from In Inventory to Scrap.
Use the same 3 dot menu to move the item back to Inventory so it is no longer marked as Scrap.
Scrapped items will no longer be listed in the Parts Inventory screen or be available to select in the Parts drop down menu in a run.
To view scrapped parts, navigate to the Parts Detail screen.
Click into the Scrap tab to view all items scrapped for this part. Click into the tracking number (serial or lot) to view the item's detail screen.