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How to Add Parts with Multiple Inventory Lines
How to Add Parts with Multiple Inventory Lines

Have the same part across a number of locations, set-up Multiple Inventory Lines

Updated over 3 months ago

Available On: Professional and Business Plus


When creating parts with Multiple Inventory Lines, follow the standard steps for creating parts, but with the added flexibility to set up different lines. Unlike our default parts and inventory, it's important to note that each Part Line must have a unique Part Number to be visible. Additionally, remember that each Part Number can only exist once per location, ensuring uniqueness across all locations. 🔢🌐

💡 If you are not seeing all of your parts you would need to check that all of the parts indeed do have a Part Number.


Setting up Part Information

  1. Navigate to the Parts Section:

    • Go to the Parts tab from the main menu.

  2. Select "Create Part":

    • Click the "Create Part" button to start adding a new part.

  3. Enter Part Details:

    • Part Name: Provide a clear and descriptive name for the part.

    • Part Number: Enter the unique identifier or part number for this item.

  4. Add Additional Details:

    • Include any other relevant information about the part, such as description, manufacturer, or specifications.

  5. Enter Inventory Settings:

    • Minimum Quantity Threshold: Set the minimum quantity level at which you want to be alerted when stock is running low.

    • Barcodes: Input any barcode numbers associated with the part for easy scanning and tracking.

    • Cost: Enter the cost of the part for inventory and budgeting purposes.

  6. Save the Part:

    • After filling in all the details, click "Save" to create the part and add it to your inventory.


Setting up your Inventory Line

  1. Add Locations and Inventory Lines:

    • Add Locations: Enter the locations where the part is stored.

    • Add Inventory Lines: Click "+ Inventory Line" to add more locations if needed. Note: You can only use a location once per inventory line.

  2. Finalize and Save the Part:

    • When you’ve entered all the details and added the necessary locations, click "Create Part" to finalize and add the part to your inventory.


Adding More Lines to your Part

  1. Navigate to the Parts Section:

    • Go to the Parts tab from the main menu.

  2. Select the Part:

    • Find and select the part to which you want to add additional inventory lines.

  3. Click "Add Inventory Line":

    • Once you’ve selected the part, click on the "Add Inventory Line" option.

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