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Add New Part

  • Updated
  1. Open the Parts and Service module.
  2. From the menu on the left side of the screen, expand the Parts Maintenance section.
  3. Choose the Master Inventory option. This will open a part search screen.

masterinv_search.png

  1. Enter the part number you wish to add into the Part Number/Identifier field. This will return a list of results.
  2. If the part is not listed, click the Add button at the bottom right. This will open the new part screen.

masterinv_search_newpart.png

  1. Enter the new part number and click the Enter key.
  2. Check each of the tabs to ensure that the part does not already exist:
    • In this location
    • In another company location
    • In a price book
  1. If the part does exist in any location, you can highlight the part and click the Add New Part button to add it to your inventory and open the master inventory profile.

masterinv_search_newpart_pricebook.png
If the number does not exist in any of the places above, click the Add New Part button in the lower right. This will open a new master inventory profile.

partsprofile_generaltab.png

  1. Enter information about the part. Important fields include the part number and description at the top, and the primary information on the General tab. For more information about the different tabs on the part record, please refer to the Part Profile article.

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