Skip to content

Parts & Inventory

In equipment maintenance and repair, parts are new or refurbished components used to replace worn-out or damaged parts. To minimize equipment downtime and streamline procurement, manufacturers maintain an inventory of these parts. Parts are the primary material foundation for equipment repair. Timely parts supply reduces repair time and machine downtime. High-quality spare parts ensure repair quality and repair cycle efficiency, improving equipment reliability.

You can use it to:

  • Minimize downtime caused by unexpected equipment failures.
  • Minimize downtime and repair costs for planned equipment maintenance.

Part Information

Add Part

  1. Click "+Add" and select "Part" in the top right corner.

  2. Enter a Part Code.
    Note: This code must be unique at the site level.

  3. Enter the Part Name, Part Category, and Part Specification.
    Note: The part category indicates which category the part belongs to, and the part specification indicates its dimensions.

  4. Select a unit, enter the unit price, and select a location.
    Note: The locations available here are from Location Management.

  5. The supplier options here are from the Service Provider Management page, with the category set to "Spare Part Provider".
    Note: This step can be skipped, depending on site conditions.

  6. Select "Yes" or "No" under "Non-stock Part?"
    Note: If you select "Yes", the part does not require stock management and its stock quantity can be less than 0. If you select "No", the part can be managed using stock management with inbound/outbound orders.

  7. Enter notes and upload images (optional).
    Note: This step can be skipped, depending on site conditions.

Import Parts

  1. Click "Import Parts" on the "Part Information" tab.
  2. Click "Download Template".
  3. Complete the template and save it.
  4. Click "Select File".
  5. Select and upload the template.
  6. Click "Confirm".

Edit Part

  • The 'Non-stock Part?' field becomes non-editable when there is an existing outbound order.
  • Changes to any field only affect future inbound/outbound orders. Historical orders remain unaffected.

Outbound History

Add Outbound

Precondition: If you are processing stock parts outbound, you must have previously inbounded some parts on the Inbound History tab.

Internal Requisition

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

Work Order Requisition

  1. Navigate to the "Executed" tab on the work order page of the Maintenance Management or Workspace Management suite.
  2. Click "Edit" on the work order you want to add parts to.
  3. Click "Add" in the "Part Information" section.
  4. Select the parts and enter a quantity.
  5. Click "Save".
    Note: Parts created this way will have a type tag of "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 Parts" in the "Part Information" tab.
  2. Click "Download Template".
  3. Complete the template and save it.
    Note: If you want to add parts with an initial quantity, fill in the Initial Quantity column. If the site uses the average pricing rule for stock parts, you also need to fill in the Inbound Unit Price column.
  4. Click "Select File".
  5. Select the template and upload it.
  6. Click "Confirm".

Internal Requisition

  1. Click "+Add" and select "Inbound" in the top right corner.
  2. Select an "Inbound Date".
    Notes:The inbound date must be equal to or earlier than today.
  3. Click "+Add" in the Inbound Item List.
  4. Select the parts you want to inbound and enter a quantity.
    Note: 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".
    Note: Parts created this way will have a type tag of "Internal Requisition".

Work Order Requisition

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

Export to Excel

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

Cycle Count

Add Cycle Count

  1. Click "+Add" and select "Cycle Count" in the top right corner.
  2. Enter a cycle count name and click "Save".
  3. Click "+Add" in the top right corner.
  4. Select the parts you want to add and click "Close".
  5. Fill in the stock count.
    Note: This number is counted by the on-site operator.
  6. Select a part supplier.
    Note: If the stock count > current stock quantity, the selected supplier will be used in the inbound order to adjust stock quantity.
  7. Select a Date Counted.
  8. Click "Submit".
    Note: Once you complete this process, the status of this cycle count will be marked as "Completed" and cannot be modified. However, cycle counts that are still "In Progress" can be edited. Upon completion, the system will automatically generate inbound and outbound orders related to the adjustment, categorized as "Counting Adjustment".