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Part Inventory List View

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Overview

Part Inventory provides a consolidated view of stock levels across all warehouse locations. This view shows what parts are available, where they’re located, and helps manage inventory replenishment and distribution.
This view combines data from all warehouses, including central facilities, branch locations, and technician vehicles. Use it to get a complete picture of inventory across your organization.

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When to Use Part Inventory

Access this view when:
  • Checking Stock - Finding where parts are available
  • Balancing Inventory - Identifying locations with too much or too little stock
  • Planning Transfers - Deciding where to move inventory
  • Analyzing Usage - Understanding consumption patterns
  • Managing Replenishment - Identifying parts that need ordering
Use filters to focus on specific locations, parts below minimum levels, or particular categories. This helps prioritize inventory actions.

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Part Inventory Information

The inventory view shows:

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Stock Status Indicators

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Viewing Inventory

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Filtering Options

Filter the inventory view by:
  • Warehouse - Specific location
  • Part Category - Type of parts
  • Stock Status - Low, out, overstock
  • Part Number/Name - Search for specific parts
  • Last Activity Date - Recently moved items

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Inventory Summary

The view can display:
Toggle between views based on your current task. Use consolidated view for overall inventory health, location view for specific warehouse management.

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Managing Stock Levels

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Setting Min/Max Levels

For each part at each location:
1

Select Part/Location

Choose the part and warehouse combination
2

Enter Minimum Level

Set the level that triggers reorder alerts
3

Enter Maximum Level

Set the maximum desired stock level
4

Set Reorder Quantity

Standard quantity to order when replenishing
5

Save Settings

Save the inventory parameters

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Stock Adjustments

Correct inventory counts:
All stock adjustments require a reason code. This maintains audit trail and helps identify inventory accuracy issues.

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Stock Transfers

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Initiating Transfers

Move parts between locations:
1

Select Source

Choose warehouse shipping the parts
2

Select Parts

Pick items and quantities to transfer
3

Select Destination

Choose receiving warehouse
4

Create Transfer

Generate transfer order
5

Ship Parts

Mark as shipped when sent
6

Receive Parts

Confirm receipt at destination

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Transfer Types

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Inventory Analysis

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Key Metrics

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Reports

Generate reports for:
  • Stock valuation by location
  • Parts below minimum level
  • Slow-moving inventory
  • Usage trends over time
  • Transfer history
Review inventory reports regularly to identify patterns. Address chronic issues like parts always out of stock or locations consistently overstock.

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Best Practices

Base min/max levels on actual usage data. Review and adjust periodically as usage patterns change.
Perform cycle counts regularly. Don’t wait for annual inventory to find and correct discrepancies.
Investigate significant variances between system and actual counts. Find root causes to prevent future issues.
Monitor inventory distribution across locations. Transfer stock from overstock locations to low-stock areas.
Identify parts with no recent activity. Consider returning to suppliers or writing off obsolete items.
Use adjustment reason codes consistently. Complete documentation supports audits and problem-solving.

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Common Questions

Common causes include: unreported usage, receiving errors, transfers not confirmed, theft/loss, or counting errors. Investigate the transaction history to identify the source.
Parts are reserved when assigned to work orders. Reserved stock shows as unavailable for other orders but remains physically in the location until actually used.
Yes, view transaction history to see all movements for a part at a location. History includes adjustments, transfers, usage, and receipts.
Create a stock adjustment to remove the damaged quantity. Use a damage reason code and document the issue for records and potential supplier claims.
On Hand is physical quantity present. Available is On Hand minus Reserved (allocated to orders). You can have stock on hand but none available if it’s all reserved.
High-value and fast-moving items should be counted frequently (weekly or monthly). Slower-moving items can be counted quarterly or annually. Use cycle counting to spread the workload.

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Related Documentation

Parts

Managing part records

Warehouses

Storage location management

Material Requests

Requesting parts for jobs

Export

Exporting inventory data