Create New Components and Parts
Click the Inventory tab
Click New Item
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
Click Save
Repeat the steps above for each component and part you want to make
Edit Existing Inventory Items
Click the Inventory tab
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
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
Click the Inventory tab
Select an item
Click the Ledger tab
Inventory Parts and Part Consumption
Click the Query tab
Expand the Inventory menu
Click Parts or Parts Consumption
Parts: A list of all available parts and their details
Parts Consumption: Track when and where parts were used
View the Parts or Parts Consumption table