Add a part to inventory whenever you begin stocking a spare, consumable, or material that technicians use on Work Orders.

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Before you start

Have on hand:
  • The part number and manufacturer details
  • Current quantity on hand and where it is stored
  • Your desired minimum, maximum, and reorder stock levels
  • The supplier or vendor, if already in your vendor directory

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Create a part

1

Open the inventory create form

Go to Inventory and select Add Part. On mobile, tap the create button (FAB) and choose Part.
2

Enter identification details

Fill in the part number, name, manufacturer, and unit of measure (each, box, liter, and so on). Optionally enter an existing barcode, or leave it blank and generate a barcode or QR code later — see Barcodes & QR Codes.
Inventory part create form showing part number, name, manufacturer, and unit fields

The part create form with identification fields

3

Set stock levels and cost

Enter the quantity on hand, then set the minimum, maximum, and reorder stock levels. Enter the unit cost — this drives parts cost calculations when the part is used on work orders.
Part form section with quantity on hand, min, max, reorder levels, and unit cost

Stock level and unit cost fields on the part form

4

Add dates, location, and category

Set expiry and warranty dates if applicable, choose the storage location from your location hierarchy, and assign a category and subcategory.
5

Link suppliers and vendors

Attach one or more suppliers or vendors from your vendor directory so reordering is one step away.
6

Attach images and files

Upload part photos and files such as datasheets or manuals, then select Save.
Part form attachments section showing an uploaded image and PDF datasheet

Attachments section with a part photo and datasheet uploaded

Setting the minimum and reorder levels at creation time means stock alerts and reorder suggestions work from day one. You can adjust them anytime — see Stock Levels & Alerts.

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Tips for clean inventory data

Match the manufacturer part number where possible so barcode scans and vendor orders line up without translation.
The unit of measure determines how quantity and cost are calculated. If you buy in boxes but issue single items, track by the issued unit.
Filters, lubricants, and chemicals with shelf lives should always have an expiry date so the Expiring Soon and Expired alerts can warn you.
After saving, generate a QR label and print it for the storage bin so technicians can scan the part with the mobile app.