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Multiple Inventory Lines
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

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

  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

🔍⚠️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

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