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Create Part

Learn to create and manage parts in CMMS for efficient tracking, maintenance, and integration across all software functions.

Updated over 2 weeks ago

Follow the steps to create a new part:

  1. Open the Catalog List:

    • Navigate to the sidebar and select "Catalog."

  2. Access Parts:

    • Click on "Parts" to manage your inventory.

  3. Create New Part:

    • Click "New" to start adding a part.
      ​

      Parts list view with details open for Acme Electric Transformer, showing info like type, category, price, and warranty.

  4. Enter Part Details:

    • Fill in the part name, description, select the part type, and input other relevant information.

  5. Add an Image:

    • Click on the image field to upload a photo of the part.

  6. Specify Category and Measure Unit:

    • Search and select the category and measure unit by entering text or clicking the icon.

  7. Input General Information:

    • Under the "General" tab, enter make, model, and barcodes.

  8. Attach Documents:

    • Navigate to the "Documents" section to upload any necessary attachments.
      ​

      Form for adding a new part (15 Amp Toggle Switch) with fields for description, price, and manufacturer.

  9. Save the Part:

    • Click "Save" to add the new part to the list.
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      Confirmation screen showing the new part listed with details on the right, and a success message at the top.

Note: Including certain fields will affect the functionality of the part.

Is Catalog Part -

Is Bom Part -

Is Single -

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