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. ššš§
š«ā ļøThe following steps need to be completed in a seamless process, without interruption and without parts transactions occurring.š«ā ļø
How to enable Multiple Inventory Lines
Export Current Parts Data:
Navigate to the Parts section.
Use the export function to download the current parts data as a spreadsheet.
Update the Spreadsheet:
Locate the āPart Numberā Column: Open the exported spreadsheet and find the column labeled āPart Numberā.
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 āNo Locationā.
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.
šā ļøWarning:All parts would need to have a part number in order to be visible with this settings ā ļøš
š”You can disable this at any time by going back to the settings page of your account