Inventory Part

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Part Types

General

Inventory parts are the most common part type. They may be sold individually or as component parts in bundle, configurable and collection part types.

Create Inventory Part

  1. Navigate to the Parts Module and click New (+) Part.
  2. Fields
    • Part Type - Select Inventory from the drop-down menu.
    • Number - Enter a part number, or leave blank to auto-generate.
    • Name - Enter the name of the part.
    • Description - This is optional.
    • Sale Price - Enter the unit price for this part.
    • Stocking UOM - Select the appropriate unit of measure for this part. For more information about managing units of measure, continue here.
    • Default Vendor - Selecting a default vendor here. For more information about vendors in LOCATE, continue here.
    • Is Serialized? - Flag whether or not the part is tracked with serial numbers here. This may not be changed once the part has been created.
    • Is Expirable? - Flag whether or not the part is tracked with expiration dates here. This may not be changed once the part has been created.
    • Attribute Set - If the part has certain characteristics such as color or length, associate them by selecting an attribute set. If the attribute set does not already exist, use the plus (+) sign to create a new attribute set. For more information about attribute sets, continue here.
    • Parent Part - Enter the part name or number of the parent part, and select it from the drop-down menu.
    • Custom Fields - The available custom fields will be unique to your setup. For more information about custom fields in LOCATE, continue here.
  3. Click Save.
    • If you are creating multiple new parts, click Save and New to be redirected to a fresh part create screen.

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