Skip to main content

How to enable Parts with multiple inventory lines

Import process for updating part records prior to "Enable Parts with multiple inventory lines"

Updated over 8 months ago

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

  1. Export Current Parts Data:

    • Navigate to the Parts section.

    • Use the export function to download the current parts data as a spreadsheet.

  2. Update the Spreadsheet:

    • Locate the “Part Number” Column: Open the exported spreadsheet and find the column labeled “Part Number”.

    • Assign Unique Part Numbers: Ensure that every grouping of parts is associated with a unique part number.

    • Ensure Unique Locations: Make sure each line item with a matching part number has a unique location. Note that one null value will be interpreted as “No Location”.

  3. 3. Import New Parts Data:

    • Upload the updated spreadsheet with new parts data back into UpKeep using the import function.

    4. Enable Grouping in Settings:

    • Admin users must enable the grouping feature. To do this:

      • Go to the Settings page.

      • Navigate to the Parts tab within Settings.

      • Select the "Group Parts" button to activate the grouping feature.

    5. Validate Grouping and New Layout:

    • After enabling grouping, go to the Parts & Inventory section.

    • Review and validate the new grouping and layout to ensure that all data is correctly organized and displayed.

🔍⚠️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

Did this answer your question?