> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fentufsm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Part Inventory

> Tracking stock levels across all warehouse locations

<img src="https://mintcdn.com/fentu/C3pzkSBx7BqIrzJP/images/fentu-fsm/inventory/warehouse-part-inventory-list.png?fit=max&auto=format&n=C3pzkSBx7BqIrzJP&q=85&s=6eebee35654514f0a2dd0e54026e1f91" alt="Part Inventory List View" width="1280" height="720" data-path="images/fentu-fsm/inventory/warehouse-part-inventory-list.png" />

## 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.

<Note>
  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.
</Note>

## 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

<Tip>
  Use filters to focus on specific locations, parts below minimum levels, or particular categories. This helps prioritize inventory actions.
</Tip>

***

## Part Inventory Information

The inventory view shows:

| Field                  | Description                     |
| ---------------------- | ------------------------------- |
| **Part Number**        | Part identification number      |
| **Part Name**          | Description of the part         |
| **Warehouse**          | Storage location                |
| **Quantity On Hand**   | Current available stock         |
| **Quantity Reserved**  | Stock reserved for orders       |
| **Quantity Available** | On hand minus reserved          |
| **Min Level**          | Minimum stock threshold         |
| **Max Level**          | Maximum stock threshold         |
| **Reorder Point**      | When to trigger reorder         |
| **Last Activity**      | Date of last inventory movement |

### Stock Status Indicators

| Status           | Meaning                   | Action Needed           |
| ---------------- | ------------------------- | ----------------------- |
| **In Stock**     | Above minimum level       | No action               |
| **Low Stock**    | Below minimum, above zero | Consider reordering     |
| **Out of Stock** | Zero available            | Reorder urgently        |
| **Overstock**    | Above maximum level       | Consider transfers      |
| **Reserved**     | Allocated to orders       | Available will decrease |

***

## Viewing Inventory

### 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

### Inventory Summary

The view can display:

| View Type         | Shows                               |
| ----------------- | ----------------------------------- |
| **By Location**   | Stock for each warehouse separately |
| **Consolidated**  | Total stock across all locations    |
| **By Part**       | All locations for a specific part   |
| **Below Minimum** | Only parts needing attention        |

<Info>
  Toggle between views based on your current task. Use consolidated view for overall inventory health, location view for specific warehouse management.
</Info>

***

## Managing Stock Levels

### Setting Min/Max Levels

For each part at each location:

<Steps>
  <Step title="Select Part/Location">
    Choose the part and warehouse combination
  </Step>

  <Step title="Enter Minimum Level">
    Set the level that triggers reorder alerts
  </Step>

  <Step title="Enter Maximum Level">
    Set the maximum desired stock level
  </Step>

  <Step title="Set Reorder Quantity">
    Standard quantity to order when replenishing
  </Step>

  <Step title="Save Settings">
    Save the inventory parameters
  </Step>
</Steps>

### Stock Adjustments

Correct inventory counts:

| Adjustment Type      | When to Use                        |
| -------------------- | ---------------------------------- |
| **Add Stock**        | Found inventory, received shipment |
| **Remove Stock**     | Damaged, lost, used                |
| **Count Adjustment** | After physical inventory           |
| **Transfer**         | Moving between locations           |

<Warning>
  All stock adjustments require a reason code. This maintains audit trail and helps identify inventory accuracy issues.
</Warning>

***

## Stock Transfers

### Initiating Transfers

Move parts between locations:

<Steps>
  <Step title="Select Source">
    Choose warehouse shipping the parts
  </Step>

  <Step title="Select Parts">
    Pick items and quantities to transfer
  </Step>

  <Step title="Select Destination">
    Choose receiving warehouse
  </Step>

  <Step title="Create Transfer">
    Generate transfer order
  </Step>

  <Step title="Ship Parts">
    Mark as shipped when sent
  </Step>

  <Step title="Receive Parts">
    Confirm receipt at destination
  </Step>
</Steps>

### Transfer Types

| Type              | Description                            |
| ----------------- | -------------------------------------- |
| **Standard**      | Regular transfer between warehouses    |
| **Emergency**     | Rush transfer for urgent needs         |
| **Replenishment** | Restocking vehicle inventory           |
| **Return**        | Sending parts back (excess, defective) |

***

## Inventory Analysis

### Key Metrics

| Metric             | Description                    | Use                        |
| ------------------ | ------------------------------ | -------------------------- |
| **Turn Rate**      | How often inventory sells/uses | Identify slow-moving stock |
| **Fill Rate**      | Orders filled from stock       | Measure service level      |
| **Stock Value**    | Dollar value of inventory      | Financial reporting        |
| **Days of Supply** | How long stock will last       | Planning orders            |

### Reports

Generate reports for:

* Stock valuation by location
* Parts below minimum level
* Slow-moving inventory
* Usage trends over time
* Transfer history

<Tip>
  Review inventory reports regularly to identify patterns. Address chronic issues like parts always out of stock or locations consistently overstock.
</Tip>

***

## Best Practices

<AccordionGroup>
  <Accordion title="Set Appropriate Levels" icon="chart-line">
    Base min/max levels on actual usage data. Review and adjust periodically as usage patterns change.
  </Accordion>

  <Accordion title="Regular Counts" icon="calculator">
    Perform cycle counts regularly. Don't wait for annual inventory to find and correct discrepancies.
  </Accordion>

  <Accordion title="Address Variances" icon="search">
    Investigate significant variances between system and actual counts. Find root causes to prevent future issues.
  </Accordion>

  <Accordion title="Balance Locations" icon="balance-scale">
    Monitor inventory distribution across locations. Transfer stock from overstock locations to low-stock areas.
  </Accordion>

  <Accordion title="Review Slow Movers" icon="clock">
    Identify parts with no recent activity. Consider returning to suppliers or writing off obsolete items.
  </Accordion>

  <Accordion title="Document Everything" icon="file-alt">
    Use adjustment reason codes consistently. Complete documentation supports audits and problem-solving.
  </Accordion>
</AccordionGroup>

***

## Common Questions

<AccordionGroup>
  <Accordion title="Why doesn't my count match the system?" icon="question">
    Common causes include: unreported usage, receiving errors, transfers not confirmed, theft/loss, or counting errors. Investigate the transaction history to identify the source.
  </Accordion>

  <Accordion title="How do reserved quantities work?" icon="question">
    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.
  </Accordion>

  <Accordion title="Can I see inventory history?" icon="question">
    Yes, view transaction history to see all movements for a part at a location. History includes adjustments, transfers, usage, and receipts.
  </Accordion>

  <Accordion title="How do I handle damaged inventory?" icon="question">
    Create a stock adjustment to remove the damaged quantity. Use a damage reason code and document the issue for records and potential supplier claims.
  </Accordion>

  <Accordion title="What's the difference between On Hand and Available?" icon="question">
    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.
  </Accordion>

  <Accordion title="How often should I count inventory?" icon="question">
    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.
  </Accordion>
</AccordionGroup>

***

## Related Documentation

<CardGroup cols={2}>
  <Card title="Parts" icon="cogs" href="/inventory/parts">
    Managing part records
  </Card>

  <Card title="Warehouses" icon="warehouse" href="/inventory/warehouses">
    Storage location management
  </Card>

  <Card title="Material Requests" icon="clipboard-list" href="/work-orders/material-requests">
    Requesting parts for jobs
  </Card>

  <Card title="Export" icon="download" href="/administration/data/export">
    Exporting inventory data
  </Card>
</CardGroup>