Step 1: Go to the “Parts” Page
Click “Parts” on the main dashboard menu, then select the “Inventory” tab.
Step 2: Add a New Part
Click the “Add Part” button in the top-right corner.
Step 3: Enter Part Information
Enter the Part Number
Select an existing Vendor or create a New Vendor
Choose the Unit of Measure (e.g., each, box, gallon)
Add a Description (e.g., part name, size, use case)
(Optional) Paste a Website Link to the part if available
Step 4: Add Inventory Details
Select the Inventory Type (Stock, Order, or Consumable)
Enter the Initial Inventory Quantity
Add the Location (e.g., Storage Room A, Rack 3, Bin 7)
Input the Purchase Cost
Select a Price Matrix or toggle Lock Sales Price to set a custom price
(Optional) Toggle 'Contains Core' and enter the Core Value if applicable
Click “Save” to finish adding the part
✅ Your part is now added to inventory and ready to be used in work orders or invoices.
