Available On: Professional and Business Plus
To convert your current single Part records into Parts with multiple inventory lines, it's crucial to associate each record with a unique part number. The most efficient approach is to update all records with their respective part numbers before making any setting changes. This ensures a smooth and organized transition. 🔄📋🔧
🚫⚠️The following steps need to be completed in a seamless process, without interruption and without parts transactions occurring.🚫⚠️
How to enable Multiple Inventory Lines
Export current parts data
In the spreadsheet, locate the “Part number” column
Associate every grouping of parts with a unique part number
Ensure each line item with a matching part number has a unique location (1 null value will equal a “No Location”
Import new parts data
Admin user will have to physically enable in Settings page
Select to “Group Parts” button
Navigate to Parts & Inventory - Validate grouping & new layout
🔍⚠️Warning:All parts would need to have a part number in order to be visible with this settings ⚠️🔍
💡You can disable this at any time by going back to the settings page of your account