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How to enable Parts with multiple inventory lines
How to enable Parts with multiple inventory lines
Import process for updating part records prior to "Enable Parts with multiple inventory lines"
Nate Parsons avatar
Written by Nate Parsons
Updated over a week ago

In order to convert current single Part records into a Part with multiple inventory lines, each record must be associated with a part number. The most efficient process is to update all records prior to altering the settings. Follow these steps for a successful setup:

Caution: The following steps need to be completed in a seamless process, without interruption and without parts transactions occurring.

  1. Export current parts data

  2. In the spreadsheet, locate the “Part number” column

  3. Associate every grouping of parts with a unique part number

  4. Ensure each line item with a matching part number has a unique location (1 null value will equal a “No Location”

  5. Import new parts data

  6. Admin user will have to physically enable in Settings page

  7. Select to “Group Parts” button

  8. Navigate to Parts & Inventory - Validate grouping & new layout

Reminder: All parts would need to 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. So if you feel parts are missing and not visible make sure to check that you do not have this setting enabled.

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