Parts
Part master data covers part manufacturers, part categories, and the material master data of individual parts. In the app you find them under Custom Inventory > Parts.
Part manufacturers
Section titled “Part manufacturers”Part manufacturers are the companies that produce your spare parts. Individual parts can be assigned to a manufacturer.
- Open Custom Inventory > Parts
- Select Add part manufacturer
- Give it a name
Part categories
Section titled “Part categories”Part categories help structure parts and make them easier to find. You decide the scheme — e.g. by assembly, part type, or by the devices the parts are used in.
- Open Custom Inventory > Parts
- Select Add part category
- Give it a name
Parts (material master data)
Section titled “Parts (material master data)”Under Add material you create the master data and ordering information for a part. These parts then become available for bookings and in stock and can be installed (see Inventory).
Master data fields
Section titled “Master data fields”| Field | Description |
|---|---|
| Material name | Unique name of the part |
| Part manufacturer | Manufacturer of the part |
| Part category | Category for structuring |
| Material number | Unique internal number, usable e.g. as a barcode or in search |
| Description | Free text describing the material in more detail |
Ordering information
Section titled “Ordering information”| Field | Description |
|---|---|
| Supplier | Company you typically source the material from (≠ manufacturer) |
| Supplier number | Number identifying the supplier |
| Ordering information | Free text for your own use |
| Lot size | Quantity per procurement |
| Minimum order quantity | Smallest order quantity allowed by the supplier |
| Article number (manufacturer) | Number identifying the material at the manufacturer |
| Article number (supplier) | Number identifying the material at the supplier |
Related
Section titled “Related”- Inventory — Stock and bookings