Create and Manage Inventory Items

Create New Components and Parts

1. Log in to Asset Management

2. Click the Inventory tab
   

3. Click New Item
   

4. Fill out the fields in the form
   

   • Item Name: Enter a name for the item

   • Item Type: Select whether it is a component or a part

   • Agency Name: Select the agency name

   • Life Cycle: Select the appropriate life cycle

   • Description: Enter a description of the item

   • Manufacturer: Select the manufacturer

   • Model: Enter the model of the item

   • Unit Type: Select the applicable unit type

   • Default Vendor: Choose a default vendor

   • Break: Enter break information, as needed

   • Reorder: Enter reorder information, as needed

   • Lead Time (days): Enter the number of days

   • Cost: Add the cost of the item

   • Price: Enter the price

   • Note: Add any applicable notes

5. Click Save
   

6. Repeat the steps above for each component and part you want to make

Edit Existing Inventory Items

1. Log in to Asset Management

2. Click the Inventory tab
   

3. Edit the Item Fields or Permissions as necessary
   

   • Item Name: Enter a name for the item

   • Item Type: Select whether it is a component or a part

   • Agency Name: Select the agency name

   • Life Cycle: Select the appropriate life cycle

   • Description: Enter a description of the item

   • Manufacturer: Select the manufacturer

   • Model: Enter the model of the item

   • Unit Type: Select the applicable unit type

   • Default Vendor: Choose a default vendor

   • Break: Enter break information, as needed

   • Reorder: Enter reorder information, as needed

   • Lead Time (days): Enter the number of days

   • Cost: Add the cost of the item

   • Price: Enter the price

   • Note: Add any applicable notes

4. Click Save
   

View Inventory Ledger

The ledger provides a historical overview of when a particular inventory item was used, the quantity used, and what type of event it was used for.

Instructions

1. Log in to Asset Management

2. Click the Inventory tab
   

3. Select an item
   

4. Click the Ledger tab
   

Inventory Parts and Part Consumption

1. Log in to Asset Management

2. Click the Query tab
   

3. Expand the Inventory menu
   

4. Click Parts or Parts Consumption
   

   • Parts: A list of all available parts and their details

   • Parts Consumption: Track when and where parts were used

5. View the Parts or Parts Consumption table