Parts & Inventory
Track stock, vendors, purchase orders, and returns — from the shelf to the repair order.
The Inventory page is your parts department on one screen. Seven tabs cover the whole life of a part: what you stock, what jobs need, what's on order, who you buy from, and what goes back.
Dashboard
The Dashboard tab gives you the numbers that matter at a glance — parts needed, low stock count, and vendor credits. Anywhere on the page, a red banner warns you when items drop below their reorder point, with a one-click jump to the low stock list.
Parts Inventory
Click Add Part to build your catalog: part number, name, category, vendor, cost, price, quantity on hand, and reorder point. Parts are typed (part, fluid, hardware, chemical, shop supply) and can be core stock or job parts. Bulk items support conversion factors — sell liters out of a drum and the math stays right.
Click any part to open its detail view with three tabs:
- Overview — cost, price, margin, location, reorder point, and warranty terms.
- Movement History — every stock adjustment with type, quantity change, reason, and reference.
- Order & Sales History — which POs brought it in and which repair orders it went out on.
Need to correct a count? Use the adjust button on any row, enter the change and a reason, and it's logged. Starting from a spreadsheet? Import CSV brings your whole inventory in at once.
Parts Needed
Every part marked Needed on a repair order lands here, grouped by vendor. Copy a vendor's list to your clipboard for a quick phone order, mark parts ordered with tracking numbers, or hit Create PO to turn the whole group into a purchase order in one step.
On Order
Everything you're waiting on, in one list. When the delivery arrives, Mark Received updates the part on its RO and your counts.
Vendors
Keep vendor profiles with contact info, account numbers, payment terms, sales rep details, and default lead times. Filter your parts list by vendor with one click.
Purchase Orders
Click New PO to build a purchase order line by line, pulling parts straight from inventory. POs move from Draft through Submitted to Received, and the receiving screen tracks quantities against what you ordered — so short shipments and cost changes don't slip past you.
Returns
Defective part? Wrong part? Click New Return to send it back — with RMA numbers, tracking, and credit memos recorded so vendor credits actually get collected.
Next: Canned Jobs — the service templates that put these parts to work.