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Classify parts

Before you begin

This feature is only available on our Enterprise tier.

The Fiix CMMS uses ABC classification to classify parts. ABC classification is an inventory management technique that classifies inventory items based on their quantity and cost. For more information, please see Introduction to parts classification.

This article details the three ways to use ABC classification in the CMMS:

Import existing ABC classification data

If you already have existing ABC classifications for your parts and supplies, you can import this data into the CMMS. Classifications can be imported into an existing or new part record.

Note

When importing, always test your data set with two to three part records before making mass data changes.

To import existing ABC classification data:

  1. Create a CSV file with the headings "Part Name," "Part Code," and "ABC Classification," as shown below:

    Part Name

    Part Code

    ABC Classification

    Hubble 120 V Male

    ELE2001

    A

    Hubble 120 V Female

    ELE2002

    A

  2. Navigate to Settings > Import.

  3. Click Parts / Supplies:

    Parts/Supplies import operation.
  4. Click Upload and select your file.

  5. Make sure that the My Data Includes Headers checkbox is selected.

  6. Click Continue.

  7. Select your parts and supplies category from the Default Parts/Supplies Category drop-down list.

  8. Select the corresponding field for each CSV file heading from the drop-down lists:

    Field mapping drop-down lists.
  9. Click Continue.

  10. Click Import.

  11. Click Done.

 

Manually input an ABC classification

You can manually input the ABC classification in a part record. You may want to do this if you do not have existing ABC classification data to import, want to make quick updates, or want to classify based on factors other than usage, and so on.

To manually input an ABC classification:

  1. Navigate to Supplies > Parts And Supplies.

  2. Open the part record you wish to modify.

  3. Click the Cycle Count tab:

    Cycle Count tab location.
  4. In the Abc Class section, click New:

    New icon.
  5. Select your site from the Site drop-down list.

  6. Click OK.

Repeat the steps above for the rest of your parts if needed.

 

Make mass ABC classifications with usage data

If you would like to classify parts based on the usage data in the CMMS for an entire site, you may want to use the Inventory ABC Classification tool. This feature allows you to set your classification parameters and updates all part classifications based on usage over a specific timeframe.

To make mass ABC classifications with usage data:

  1. Navigate to Settings > CMMS Settings.

  2. Click Inventory ABC Classification:

    inventory_abc_classification_tab.png
  3. Specify your Classification Parameters if needed. These include:

    • Class A outset: Class A's percentage of annual inventory expenditure

    • Class B outset: Class B's percentage of annual inventory expenditure

    • Class C outset: Class C's percentage of annual inventory expenditure

    • Annual Usage From: The start date for calculating annual usage

    • Annual Usage To: The end date for calculating annual usage

    Note

    Outset is calculated with usage data and the cost of each part.

  4. Select the site for which you want to update part classifications.

  5. Click Update.

  6. Click OK.

Repeat steps 4-6 for the rest of your sites if needed.

 
 
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