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Parts & Inventory

In the maintenance and repair of equipment, new and repaired parts used to replace worn-out or damaged parts are called parts. In order to shorten the downtime of equipment repair and organize the purchase, we manufacture and reserve a certain number of accessories as parts. Parts is the main material basis for equipment repair. Timely supply of parts can shorten the repair time, reduce the loss of the machine. The supply of good quality spare parts, can ensure the quality of repair and repair cycle, improve the reliability of the equipment.

You can use it to:

  • Minimize the downtime loss caused by sudden equipment failure

  • Minimize downtime and repair costs for planned equipment repairs.

Part Information

Add Part

  1. Click "Add Part" on the top right corner of "Part Information" tab.

  2. Fill in Part Code.
    Notes: This code must be unique at site level.

  3. Fill in Part Category and Part Specification.
    Notes: Part category means which category the part belongs to, and part specification means the size of it.

  4. Select the unit, input the unit price and select the location.
    Notes: Location you can select here is from Location Management.

  5. Supplier options here is from Service Provider Management page, with its category as "Spare Part Provider".
    Notes: This step can be skipped, depending on site conditions.

  6. Select "Yes" or "No" under "Non-stock Part?"
    Notes: If "Yes", the part is not necessary for stock management and its stock quantity can be less than 0.If "No", that part can be managed using stock management with in/outbound order​.

  7. Input the notes and upload images.
    Notes: This step can be skipped, depending on site conditions.

Import Part

  1. Click "Import" on the "Part Information" tab.
  2. Click "Download Template".
  3. Fill in the template and save it.
  4. Click "Please select"
  5. Select the template and upload it.

Edit Part

  • 'Non-stock Part?' field becomes non-editable when there is already an outbound order.
  • Changes in any field only affects future inbound/outbound orders. Historical Orders will remain unaffected.

Outbound History

Add Outbound

Preconditions: If you are carrying out the stock parts outbound process, you must inbound some parts on the Inbound History tab.

Internal Requisition

  1. Click "Add Outbound" on the top right corner of "Outbound History" tab.
  2. Click "Add" on the "Add Outbound" page.
  3. Select the part you want to outbound
    Notes: Up to 20 parts can be added per order.Parts that are out of stock will not be displayed when selected
  4. Click "Submit"
    Notes: Parts created this way will have a type tag equal to "Internal Requisition"

Work Order Requisition

  1. Find the "Executed" tab on the work order page of Maintenance Management and Workspace Management suite
  2. Click "Edit" on the work order you want to add parts
  3. Click "Add" on the "Part Information"
  4. Select the parts and input the quantity
  5. Click "Save"
    Notes: Parts created this way will have a type tag equal to "Work Order Requisition"

Export Excel

  1. Select the log you wish to export on the Outbound History page.
  2. Click "Export Excel".

Inbound History

Add Inbound

Initial

  1. Click "Import" on the "Part Information" tab.
  2. Click "Download Template".
  3. Fill in the template and save it.
    Notes: If you want to add some parts with initial quantity, you need to fill in the Initial Quantity column. If the site use average pricing rule for stock part, you also need to fill in the Inbound Unit Price column.
  4. Click "Please select"
  5. Select the template and upload it.

Internal Requisition

  1. Click "Add Inbound" on the top right corner of "Inbound History" tab.
  2. Click "Add" on the Inbound Item List
  3. Select "Inbound Date"
    Notes:The inbound date must be equal to or earlier than today.
  4. Select the part you want to inbound
    Notes: Up to 20 parts can be added per order. If you set the price rule as "Average"，you can edit the Inbound Unit Price. If you set the price rule as "Standard", you cannot edit the Inbound Unit Price.
  5. Click "Submit".
    Notes: Parts created this way will have a type tag equal to "Internal Requisition"

Work Order Requisition

  1. Find the "Executed" tab on the work order page of Maintenance Management and Workspace Management suite
  2. Click "Edit" on the work order you want to reduce parts
  3. Select the parts and reduce the quantity
  4. Click "Save"
    Notes: Parts created this way will have a type tag equal to "Work Order Requisition"

Export to Excel

  1. Select the log you wish to export on the Inbound History page.
  2. Click "Export Excel".