How to Add, Subtract, or Transfer a Part in Parts Inventory (Desktop)
The Parts feature allows you to manage your inventory across multiple locations. This article walks through how to add, subtract, or transfer parts between locations.
Permission Requirements: Users with the "Manage Parts Inventory" permission have the ability to add, subtract, or transfer inventory.
đź’ĄParts 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.
- 1
- Select "Parts" from the navigation menu on the left side of the screen.
- 2
- Select "Inventory".
- 3
- Click "Inventory Actions" on the top left of the screen and select the action you wish to make from the dropdown menu (Subtract, Transfer, or Add).
- 4
- Use the search bar under Part Selection to search for the part you want to subtract, transfer, or add.
NOTE: Click on "Advanced Selection" for a full parts list to select from.
- 5
- Use the dropdown to select the appropriate location.
If you are subtracting the part, select the location you are removing the part from.
If you are transferring the part, select the location you are transferring from and transferring to.
If you are adding a part, select the location you are adding the part to.
- 6
- Enter the amount to be added, subtracted, or transferred.
- 7
- Click "Update Inventory".
