foxxcyber/docsParts inventory
Track discrete parts, see what is low or on order, receive stock, and let work orders draw it down so every movement has a job behind it.
Parts is the inventory of discrete, countable items — gauge glasses, staybolt stock, boiler plate, welding rod. Bulk material such as coal, diesel, or sand belongs in Consumable stores instead.
The list
Each row shows the Part #, Description, unit of measure (UoM), On hand, Reorder pt, On order, Unit cost, and a Status badge:
- reorder — on-hand has fallen to or below the reorder point.
- on order — it is low, but open requisitions will bring it back above the reorder point, so it stops nagging you.
- ok — everything else.
When any parts are at or below their reorder point, a banner at the top counts them and says how many are not yet on a requisition. Create requisition for N low parts drafts one requisition with a line for each of those, ready to review and submit. Requisitions in the page header opens the purchasing list.
Adding a part
Click + Add Part and fill in the Part number, Unit of measure, Description, opening On hand quantity, Unit cost ($), Reorder point (flag the part when on-hand falls to this), and Reorder qty (how many to order at a time — optional). Click Create part.
The reorder quantity is what a requisition drafted from low stock asks for. Without one, the draft asks for enough to bring on-hand back up to twice the reorder point.
The part's page
The part's page shows the Stock figures — on hand, on order, reorder point, reorder quantity, unit cost, and unit of measure — with any open requisitions for it underneath. Below that are Receipts (date, quantity, unit cost, and the requisition it was received against), Consumption (date, quantity, cost, and the work order it went to), and the record history.
Request more in the header starts a requisition for this part. See Requisitions & vendors.
Receiving stock
Stock that arrives on a requisition is best received from that requisition, so the cost stays with the order.
For anything else, use the Receive stock panel on the part's page: enter the Quantity and, if you know it, the Unit cost ($), then click Receive. The receipt is recorded and on-hand goes up in the same step, and the part's unit cost is updated when you supply one.
An administrator can require that stock only ever comes in against an approved requisition. With that setting on, the Receive stock panel lists the part's open requisitions instead, with Request more. See Settings & permissions.
How stock leaves
Stock is drawn down by consuming it from a work order. That means every unit that left the shelf has a job behind it, with a date, a cost at time of use, and a link back to the work order. A consumption that would take stock below zero is refused, so the on-hand figure cannot go negative through normal use. A wrong line on an open work order can be corrected or removed there, and its quantity goes back on the shelf.
Correcting the count
When a stocktake disagrees with the book, an administrator opens Correct the count on the part's page, enters the Counted on hand quantity and Why it changed — "Stocktake 30 Sep; two found damaged" — and clicks Save the count. On-hand is set to what was counted, and the change, the reason, and who made it are listed on the part and kept in its history.
A count correction is not a purchase: it carries no cost and never counts as spending in the Cost Center.
Editing and deleting
Edit changes the part's details. On-hand is read-only on the edit form — use receiving, work orders, or a count correction to change it. Delete removes a part that has never moved. If the part has stock movements or requisitions against it, the deletion is refused — deleting it would take the movement history, and the cost of past jobs, with it.
Getting parts in and out in bulk
The current stock, every consumption with its cost at time of use, and every requisition line can be exported as CSV from Export Data. See Importing & exporting data.