Part Number Inventories
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Part Number Inventories
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Part Number Inventories
To view the Inventory of parts available for a Part Number, select the hyperlink on the page for that Part Number. If there is no established inventory for it, you may create one and enter the initial amount of parts:
You can view the entire Inventory of Part Numbers by clicking View Part Number Inventory on the Part Numbers Dashboard:
When you click the edit pencil icon to edit one of the Part Number Inventory Items, you can select whether the Part can be purchased, and set a low stock alert threshold, as in a consumable Inventory Item. Clicking the Part Number Name will bring you to the associated Part Number. If you click elsewhere on the Part Number Inventory line, it will open to display more details for each recorded Batch of the Part Number, such as allowing Location assignment and assigning a Quote or a Part Group:
The Part Number Inventory page also includes open Purchase Orders, Vendors associated with the Part, and the ability to edit other details.
Adding Batches
Now that an Inventory has been made to hold them, it will be useful to add a few batches. These are the amounts of part within a Part Number that are received together.
Notice
Batches should not be confused with Part Number Groups. PN Groups are organizational groups for similar part numbers. Batches are groups of parts with the same part number. A batch in Steelhead usually corresponds to a container in the shop.
They also should not be confused with part groups.
- These are created during a process to group instances of a part number together, so they all can be racked and treated at the same time.
- Part Groups are associated only with a specific WO and cease to exist when the work is completed.
Fill out the popup menu to create your batch.
Batch Containers:
The list of Batch Containers is shown here in the Inventory Batch page:
Batch actions
Various actions can be done with a received batch:
- Change the quantity.
- Add to a Sales Order.
- Update its location.
- Attach a quote.
- Assign to a Part Group, which can run through a process as a singular unit.
- View the QR code for the parts' Job Tag.
- Edit the batch.
- Rename.
- Change part number (This moves the batch to that part number's inventory page).
- Archive the batch, which removes its quantity from that part's total remaining inventory.
Split Batches:
Users can perform simple split operations on a batch of Work Order parts (part accounts).
- Select the drop-down menu for a batch of parts on a WO.
- Split Parts & select a quantity.
- There should now be 2 separate batches of parts in the same location.
Weight Per Part Count:
This setting is editable on the Part Number profile:
To manage this, you will need "Write: financials" enabled on the Domain Settings menu:
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