Inventory Overview

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Inventory is meant to aid you in cost tracking so that you can see the total cost of repairs and preventative maintenance.

Who can use this feature?

You must have permission to use this feature.

Important Notes

When creating components and parts, it is good to start with the component first and then create each part so that you do not have to go back and edit your parts.

Components and Parts

Components are made of one or more parts. Each component and part can be defined separately.

Search for Parts

You can search for components and parts by using the part search. You can also filter your results by agency.

Notes About Searching

  • You can only search by Item Name

Inventory search box.


Create New Components and Parts

  1. Log in to your system

  2. Click the Inventory tab

    Inventory tab in the left navigation menu.

  3. Click New Item

    New Item button at the bottom of the Inventory tab.

  4. Fill out the fields in the form:

    Fill in the fields for your component or part.

    • 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

    Save button in the bottom left corner of the add inventory item page.

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


Component and Parts Permissions

Permissions can be used to set which assets and events the component or part is relevant to. If selected, the component or part will show as an option when logging material consumed on an event.

Select permissions on a component or part.