Learn the best practice when adding a physical part to inventory. A Parts Master must be created prior to accomplishing this task.
Start in the Parts Master
Begin by opening the Parts Master record. Click the New Part button located at the bottom of the record in the Parts related list.
Add New Part
It is best practice to start from the Parts Master when adding a part. The required information will be carried forward to the Add Part edit screen.
The field Location:MFG:Part Number is looking for the company location code. In the example, SFO would be entered for San Francisco. The system will automatically generate the number when Save is clicked and the Part record is created.
To add more detail to the Part record click Edit.
There may be more required fields to populate. In this example, these four fields need to be added to the Part record.
- On Hand - How many are on hand
- Pack QTY - How many come in one pack
- Source - Where was the part sourced from.
- Bin - Primary bin location
Add Parts Image
Information for an online storefront can be included in the Part record. Images and illustrations can also be added in the form of an uploaded .jpeg or attached link.