Parts

Parts are the core of inventory management.  A great amount of thought should be given to how parts are created, so that searching for parts is as easy as possible for all users working with parts. There are three optional fields on the part setup ...

From the main menu, arrive at the Parts setup with this path: Inventory > Parts. The Parts list will be displayed.  Click on the Add Part button at the upper left of the page.  The Parts setup form will be displayed.   Each data entry field wil...

To delete a Part, from the main menu, arrive at the Parts list with this path: Inventory > Parts. The Parts list will be displayed.  Locate the Part you want to delete, and then click on the Delete button (trashcan icon). Note :  When the User se...

To edit a Part, from the main menu, arrive at the Parts setup with this path: Inventory > Parts. The Parts list will be displayed.  Locate the Part you want to edit, and then click on the Edit button (pencil icon).    The Parts form will be disp...

Special Order is a flag on the parts setup - 'If enabled, this part can only be direct expensed to a work order or RMA and cannot be added anywhere else.' When this flag is enabled, Managely hides this part from the add parts selector in every plac...

From the main menu, arrive at the Manufacturer setup with this path: Setup > Items & Parts > Manufacturer. The Manufacturer list will be displayed.  Click on the Add Manufacturer button at the upper left of the page.   The Manufacturer Edit form...

There are four panels and five function buttons on the Part Transfer page, each of which is described below. Function Buttons Bring All to Min – If the part being transferred exists in the destination warehouse, and a minimum quantity has be...

To view the Parts List, navigate to Inventory > Parts. Functions available from the parts list: Add new parts. Edit existing parts. Delete existing parts. Display a list of inactive parts. Open the part record by clicking on the hyperlink in ...

Users have the ability to transfer one or more parts from one warehouse to another.   To begin a part transfer, navigate to Inventory > Warehouses. From the Warehouse list, click on the hyperlink in the Warehouse Code column of the warehouse parts...

From the main menu, arrive at the Parts Types setup with this path: Setup > Items & Parts > Types > Parts. The Types list will be displayed on the Items tab – click on the Parts tab.  Click on the Add Type button at the upper left of the form.   ...