Inventory menu

This topic describes the available options under the Inventory menu.

Depending on your application permissions, you may not see all menu options listed in this section. For details, see your company’s system administrator.

Inventory Replenishment

Field Definition

Menu path

Inventory > Inventory Replenishment

ASPX page name

InventoryReplenishment.aspx

Page description

Use this page to set up automatic ordering capabilities to manage the inventor.

Associated topic

N/A

Part Fee/Tax Definition

Field Definition

Menu path

Inventory > Part Fee/Tax Definition

ASPX page name

PartFeeTax.aspx

Page description

Use this page to display parts associated with taxes and fees. New Tax/Fee assignments can be created and existing assignments can be edited or deleted.

Associated topic

N/A

Parts Bid Price Update

As of V.2020.2, this setting has been moved from Activities > Parts Bid Price Update.

Field Definition

Menu path

Inventory > Parts Bid Price Update

ASPX page name

PartsBidPriceUpdate.aspx

Page description

This page allows you to edit the bid information for the selected parts displayed. You can edit this information for all parts: Bid PO Number, Bid Date, Bid End Date, Bid Number, and Make Primary Vendor.

Associated topic

N/A

Parts Price Update

As of V.2020.2, this setting has been moved from Activities > Parts Price Update.

Field Definition

Menu path

Inventory > Parts Price Update

ASPX page name

Parts Price Update.aspx

Page description

If you are using the Invoice module, you use this page to markup part prices on the shop inventory master.

Associated topic

N/A

Parts Reorder Point

As of V.2020.2, this setting has been moved from Activities > Parts Reorder Point.

Field Definition

Menu path

Activities > Parts Reorder Point

ASPX page name

PartsReorderPoint.aspx

Page description

You use this page to search for parts to update the Trigger point, the Safety point, and the Vendor Target point.

Associated topic

N/A

Parts Request

Field Definition

Menu path

Inventory > Parts Request

ASPX page name

PartsRequest.aspx

Page description

Use this page to request parts so that when the parts requisitioning is performed, the needed parts appear and can be ordered. This page is also used to create manual requisitions at the time of parts requisitioning.

Associated topic

N/A

Parts Search By Shop

As of V.2020.2, this setting has been moved from Activities > Parts Search By Shop.

Field Definition

Menu path

Activities > Parts Search By Shop

ASPX page name

PartsSearchByShop.aspx.aspx

Page description

Use this page to search for a part number across multiple shops. By selecting a part number from the parts catalog, the grid will fill with each shop that has that part, and how many they have on hand.

Associated topic

N/A

Parts Transfer

Field Definition

Menu path

Inventory > Parts Transfer

ASPX page name

PartsTransfer.aspx

Page description

Use this page to view Parts Transfer lists, open an existing Parts Transfer to view the details, and create new Parts Transfers.

Associated topic

N/A

Physical Inventory

Field Definition

Menu path

Inventory > Physical Inventory

ASPX page name

PhysicalInventory.aspx

Page description

This page allows inventories to be taken by shop ID including creating new inventories, entering counts, and closing the inventories.

Associated topic

N/A

Requisition List

Field Definition

Menu path

Inventory > Requisition List

ASPX page name

RequisitionList.aspx

Page description

This page provides a way for you to review both manual part requisitions and generate, and review automatic requisitions. You may then use these requisitions to create Purchase Orders for your vendors.

Associated topic

N/A