Parts Inventory
Parts is a major piece of your inventory management in ThingTech. ThingTech provides an accurate portrait of your inventory as parts are ordered and then used for repairs.
Creating a Part
Under the Parts and Inventory app in ThingTech, navigate to the Parts tab. Then, click ‘New’ and select Stock Item. Hit continue to be taken to the next screen.
Fill in the appropriate fields:
|
Field Name |
Description |
|
Part ID |
Enter the name of the Part |
|
Status |
Options are Draft, Active or Inactive. Use Draft if you’d like to save whats in progress for this part, Active if it’s ready to be published to your inventory, or Inactive if no longer in your part catalogue. |
|
Description |
Part description |
|
Nameplate Data |
Additional information about the part. You can enter up to 255 characters of information about the part on separate lines. |
|
Commodity Code |
User specified field |
|
Mfg Part # |
Manufacturer part number |
|
On Hand Qty |
Amount of this part currently on hand |
|
Unit Value |
Cost of 1 part |
|
Storeroom |
Select the location of the werehouse this part is stored in |
|
Stock UOM |
Primary UOM – Must be the lowest level of Unit of Measure. |
|
Bin Location |
User specified field |
|
Last in Cost |
Based on the unit cost during the last receipt type part transaction |
|
Last Issue Date |
Read only field |
|
Last Receipt Date |
Read only field |
|
Last Gain Date |
Read only field |
|
Last Shrink Date |
Read only field |
|
Min Qty |
Do not use |
Vendor Parts
Vendor Parts allow the user to specify multiple vendors per part. It allows users to keep track of where their parts are coming from, and at what cost.
To create, open an existing part in ThingTech. Scroll down until you see “Vendor Parts. Select “New Vendor Part”
Fill in the appropriate fields:
|
Field Name |
Description |
|
Vendor |
Vendor from whom the part can be purchased |
|
Primary Vendor |
Marked True if Vendor is the primary vendor for purchasing the part |
|
Part |
The part record that can be purchased from the vendor |
|
Part ID |
The Vendor’s part ID for the part |
|
Unit Qty |
The unit quantity purchased when purchasing a Part from the Vendor. Default value is 1. |
|
Unit Cost |
The purchase price of the part from the specific Vendor. |
Work Orders anD Parts
When parts are attached to Work Orders, ThingTech will automatically total all costs associated with Parts, and create an Inventory Transaction removing the part(s) from the part catalog.
Work Order ITems
To associate parts or labor to an existing existing Work Order add a “New WO Item” at the bottom of the Work Order.
WO Item available record types:
- Part: WO line item for a part
- Labor: WO line item for labor
Create a Part
You will have the option to create either a Part or a Labor entry, select Part.
Fill in the appropriate fields:
|
Field Name |
Description |
|
WO Item Name |
Enter the name of the Part, or what it does. A description to show within the Work Order |
|
WO |
This will default with the Work Order Name |
|
Repair Type |
Options are Check or Repair |
|
Estimated Qty |
Do not use at this time |
|
Estimated Total |
Do not use at this time |
|
Type |
Options are: Emergency, Preventative, Reactive, Recall |
|
Reason |
A long list of options to select what you are working on within a vehicle |
|
Part |
A lookup field to select which part you will be using |
|
Description |
Free form text field |
|
Notes |
Free form text field |
|
Qty |
How many of the part will be needed for this Work Order |
|
Unit Cost |
This will populate via a workflow rule based on the price of the part |
Create a labor entry
Select Labor as the WO Record Type.
|
Labor Field |
Descriptions |
|
WO Item Name |
Free form field to name this item. |
|
WO |
Will be pre-populated with the Asset that the WO is built off of. |
|
Repair Code |
A lookup field to a list of Repair Codes that have already been defined. |
|
Description |
A free form field to briefly describe the Labor being performed. |
|
Estimated Quantity |
DNU at this time. |
|
Quantity |
Number of units used for this Labor work. |
|
Unit Cost |
Cost of Labor per unit. |
|
Estimated Total |
DNU at this time. |
|
Notes |
Free form field to add any longer notes or descriptions needed for this work. |
Once the part or labor has been saved to the Work Order, the Work Order is updated with a Parts and/or Labor Total.
