Before you begin
Version: v5 (what does this mean?)
Plans: All, including multi-site configurations
Audience: Administrators and users with the "Can see 'Supplies' top menu item" menu permission, all "Stock" page permissions, all "Parts list" page permissions, and all "Stock adjustment" page permissions.
In this article:
Edit parts details
To edit parts details:
- Navigate to Supplies > Parts and supplies
- Click the part to edit.
- Edit fillable fields:
- Click Save:
Parts information table
The following information fields can be filled for each part:
| Field | Tab | Description | Example |
|---|---|---|---|
| Part name | – |
The name of the part. Include the part's unit of measure and the amount per unit, or any other information that distinguishes this part from similar parts. |
Motor oil (1L) TW motor (10HP) |
| Description | – | A description that can help users identify this part in a lineup. | Teco-Westinghouse 10 HP motor in brown box BECSFD. |
| Code | – | A unique identifier for this part in the app. You can follow your own code system or use the one that the app generates by default upon save. | M001 |
| Category | – | The category that this part belongs to, automatically filled as Parts and supplies. | Parts and supplies |
| Account | Stock |
Use these fields to assign accounts and charge departments to your parts and supplies, if these purchasing settings are set up. Using these fields requires accounts and charge departments to be set up. To learn more, see Charge department & accounts. |
– |
| Charge department | Stock | ||
| Inventory code | Stock |
A short descriptor, usually internal-only, to reference parts or consumables within your inventory. Also known as an SKU (stock-keeping unit). |
TW-M001-10 |
| Unspsc code | Stock | The equipment’s United Nations Standard Products and Services Code, which is an international classification for products and services. | 26101100 |
| Barcode | Stock | The value for the part’s barcode. When you enter a valid barcode, the app displays the corresponding barcode. The format the barcode uses depends on how its category has been configured. To learn more, see Create part categories. | 1234567890 |
| Make | Stock | The name of the company that makes the part. | Teco-Westinghouse |
| Model | Stock | The model name or identifying code. | BECSFD |
| Last price | Stock | The most recent price that the part was purchased for. This is used in purchasing for calculating order costs. | $1519.99 |
| Total stock | Stock | The amount of units available on-hand. | 2 |
| Notes | Stock | Any notes about this part that could be helpful for others when using or identifying this part. | – |
| Custom field | Custom | Users on Professional or Enterprise plans may have custom fields, which have been set up and labelled by your organization. | – |