Parts Overview

The Parts feature helps to improve cost tracking and efficiency, helps with preventative maintenance, and allows for more control over inventory issues.

Permission Requirements: Once the Parts premium product is purchased, all users have access to the Parts page, however, the elements they can view/edit are based on permissions. See each section below for specific details.

💥Parts is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.

See How to Set Up Parts (Desktop) for information on setting up the feature in your account.

To view the Parts page, select “Parts” from the navigation menu on the left side of the screen.

The following tiles are found on the Parts page. Click on a specific tile to view that page.

Catalog

Permission Requirements: All users have access to view the catalog. Users with the "Manage Parts Catalog" permission have the ability to create, edit, and deactivate parts from the parts catalog.

The Catalog is a centralized smart database where you can create or upload inventory parts and the parts’ details (photos, UPCs, SKUs, specs, warranties, etc.). This allows you to manage centralized global pricing along with location specific pricing. You can document shipping data including size and weight, and load notes to prevent any delays or downtime. You can also track the life of individual parts and measure their durability in calendar days, asset hours, or asset miles by seamlessly integrating with our telematics.

Search the entire catalog of parts using the "Search in Grid" field at the top of the screen. The catalog has the ability to detail all aspects of a particular part to help maintain a correct inventory, these include the following:

• Part Information
• Part Category
• Stock Information
• General Information
• Dispatch Information
• Warranty Information

See How to Create a Part (Desktop) for additional information.

Inventory

Permission Requirements: All users have access to view the catalog. Users with the "Manage Parts Inventory" permission have the ability to add, subtract, or transfer inventory.

The Inventory page allows you to manage your inventory across multiple locations as well as keep track of costs, transactions, and movement from location to location. You can receive alerts for minimum and maximum inventory thresholds in order to maintain an appropriate inventory for you organization. You can pull parts from inventory into a work order or maintenance request for more seamless operations and know what parts are needed for preventative maintenance. With this feature you can archive a record of the parts history of assets along with their usage and the status of their warranties.

See How to Add, Subtract, or Transfer a Part in Parts Inventory (Desktop) for additional information.

Inventory Locations

Permission Requirements: All users have access to view the catalog. Users with the "Manage Parts Inventory Locations" permission have the ability to create an inventory location.

The Inventory Locations page is a list of the locations across your organization where parts are stored. You can inventory parts at specific locations and transfer parts from one location to another.

See How to Create an Inventory Location (Desktop) for additional information.

Parts Requests

Permissions Requirements: Users with the “Manage Part Request” permission have the ability to request parts.

The Parts Requests page allows users to efficiently track and manage part acquisition, prioritize requests, and monitor the status of each itemized part request within a master request.

For accounts with the "Maintenance" license added, users can also request specific parts for maintenance.

On the Parts Request page users can view “All Parts Request”, “My Itemized Requests”, and “All Itemized Parts Requests”.  

See How to Request a Part (Desktop) for additional information.