This article shows how to create parts, which will be the foundation of your inventory management. The parts can be added to your service entries, allowing you to have a follow-up of the parts installed on your vehicles, indications on the guarantees and follow your expenses by vendor, by vehicle, etc.
To access the parts management window, in the "Parts and Inventory" section of the "General" tab, click on "Parts":
The parts management window will appear:
List of parts
This list contains all existing parts in Vehicle Fleet Manager 5.0
This tab contains the list of inventory locations where the part currently selected in the parts list can potentially be stored. An inventory location is a physical location in one of your warehouses that can hold a single type of part. For example, bin 2 in row 5 of aisle B in the Phoenix warehouse contains part #ABC123. See this article for details on creating inventory locations.
When creating a part, a generic inventory location named "Unspecified Location" is automatically associated with the created part. This unspecified location can serve as a buffer zone when you receive a part but you do not yet know to which final location it will be sent. It can also be used at any time, in the event that you do not wish to maintain rigorous inventory management via inventory locations. In this case, the Unspecified Location will be used at all times by default.
Indicate the part number you want to use for this part internally. This number must be unique.
There are three possible options for determining the part number: 1. Set Automatically : The part number will be determined automatically according to the automatic numbering settings. To change automatic numbering settings, click . See this article to learn how to configure automatic numbering settings.
2. Set Manually : A box will appear where you can enter the part number manually.
3. Same As 'Manufacturer's part number' : The part number will be the same as the one entered in the 'Manufacturer's part number' field.
Optional. Indicate the barcode you want to use for this part.
There are three possible options for determining the barcode: 1. Set Automatically : The barcode will be determined automatically according to the automatic numbering settings. To change automatic numbering settings, click . See this article to learn how to configure automatic numbering settings.
2. Set Manually : A box will appear where you can enter the barcode manually.
3. Same As 'Part Number' : The barcode will be the same as the part number entered in the 'Part Number' field.
The measurement unit you use internally for this part. The measurement unit cannot be changed after the part has been created as this could lead to inconsistencies in Service Entries and Purchase Orders.
Unit Cost: Enter the amount you usually pay for this part. This will be the amount that will be listed by default when you order this part for the first time. If you order the same part from the same supplier a second time, the amount of the last order from this supplier will be entered by default.
Unit Price: The part's default selling price. When you create a billable service entry and add this part to it, this unit price will be used by default.