Create a new Part or Item (Parts Master)

Objective: Create a new Part or Item (Parts Master)

Adding a new part to the parts master is a crucial step for efficient ordering, receiving, and tracking. Once saved, you can easily locate the part when needed for future orders or work orders.

It's important to note that the Parts Master is different from inventory. The Parts Master serves as an "item library" so items can be used/referenced throughout other parts of the system from a sole source.

TABLE OF CONTENTS

• Step-by-step Instructions
• Next Steps

Step-by-step Instructions

1. Go to the Parts Module from the welcome portal.
2. Click Parts Master from the navigation menu.
3. Click the Add Part Number button.
4. Fill in the following fields:
   1. Part Number
   2. Source (SOS)
   3. Part Description
   4. UOM (Unit of Measure)

      Once the part is saved, you can no longer edit the Part Number, Source, or Volume Measurement.

5. Click Save.

Additional fields include:

1.  Part Type
   
2. Active/Inactive checkbox
3. Core Item checkbox
4. Superseded
   1. If checked, you can enter a replacing part into the auto-fill field. 
   2. If the part is backwards compatible, check this box as well.
5. Weight
6. Dimensions: Length, Width, Height
7. Statistic Group
   1. This can be used for reporting or organizational purposes
8. Classification 
9. HS Code (Harmonized System Codes)
10. Notes
11. Default Cost Price
12. Combine With Other Parts of Different SOS Checkbox
    1. This will allow you to cross examine parts with alternate sources.

Next Steps