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DealerTeam

Add a New Part to your Local Inventory

Goal

Add a new part inventory in a specific store to allow the location to catalog the on-hand amounts of the part.

Before adding a new part to your local inventory you will need to have the Parts Master record created.

After reading this article you will be able to:

  • Navigate to the parts master record
  • Add a new part to location

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to the Parts Master Record

  1. Click the App Launcher icon.

Add a New Part- App Launcher.png

 

  1. Enter Parts Master in the search area.
  2. Click the Parts Master link.

Add a New Part- Type and click parts master.png

 

  1. Click the Part Number of the part you wish to add to physical location.

Add a New Part- parts master record.png

 

Step Two: Add a New Part

  1.  Click the dropdown icon of the Parts related object.
  2. Click New.

Add a New Part- parts dropdown and new bttn.png

 

Note:

  • The parts fields auto-populate with the parts master info.
  • The Company field is populated by your set location.

 

  1.  Verify the Company field is correct.
  2. Click Save.

Add a New Part- Company and save bttn.png

 

Parts Record

After clicking save the Parts record is created for the designated Location.

Add a New Part- Part Record.png