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Automation Settings Tab

The Automation Settings tab controls when automated processes run, which automated imports are enabled, and how imported data is handled during daily synchronization.

Inventory Adjustments

Inventory Adjustments allow you to manually modify stock quantities and transfer parts between locations. All adjustments are logged with the administrator who made them and a required reason, creating a complete audit trail.

Low Stock Alerts

Low Stock Alerts notify administrators when parts inventory falls below configured reorder levels. This helps ensure you have the parts needed for repairs without manually monitoring stock levels.

Managing Parts

The Parts Catalog is the foundation of your inventory system. This is where you create and maintain records for every replacement part you stock - from screens and batteries to keyboards and charging cables.

Parts Inventory Reports

Parts Inventory Reports provide exportable views of your inventory data for analysis, purchasing decisions, and audits. Access reports from Reports > View Reports under the Inventory Reports section.

Parts Locations

Parts Locations represent physical storage areas where you keep inventory. Whether you have a single tech office or multiple warehouses and school-based storage rooms, locations let you track exactly where each part is stored.

Using Parts on Incidents

When repairing devices, you can track which parts were used directly on the incident record. Parts are automatically deducted from inventory and can be invoiced to clients.