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Create Part

This article explains how to create a new part in the Catalog, manage part information, and attach supporting documentation.

Steps to Create a Part

  1. Open the Parts List

    • From the sidebar, navigate to Catalog.

    • Select Parts to open the inventory and parts management list.

  2. Create a New Part

    • Click New to open the part creation form.

    • Enter the required information and select Create & Open to create the part record.
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    Part catalog list view highlighting existing entries and the option to add a new part
    Dashboard view with the Create Part overlay modal displaying entry fields for part name, type, and the action button

  3. Complete Part Information

    • After the part has been created, click Edit under General Info to review and complete the available fields.

    • Common fields include:

      • Basic Information

        • Name

        • Code

        • External ID

        • Type

        • Description

        • Category

      • Pricing and Inventory Information

        • Warranty

        • Last Price

        • Unit of Measure

        • Selling Price

      • Product Details

        • Make

        • Model

        • Barcode EAN

        • Barcode UPC

        • Other Barcode

    • Providing detailed information helps improve inventory tracking, purchasing processes, and part identification.

  4. Attach Supporting Documents (Optional)

    • If additional documentation is available, navigate to the Documents section and upload any relevant files, such as:

      • Product specifications

      • Technical datasheets

      • Installation instructions

      • Warranty documents

      • Manufacturer documentation

    • These files can be referenced later by maintenance personnel and inventory managers.
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    The Documents section within a WorkTrek part record profile highlighting file upload capabilities for attaching technical manuals
    The General Info section within a WorkTrek part record displaying editable fields for internal description and resource tracking details

  5. Review and Save

    • Verify that all information has been entered correctly and make any necessary adjustments.

    • Save your changes to finalize the part record.

  6. Result

    • The part is now available for use throughout the system.

    • Parts can be referenced in:

      • Work Orders

      • Preventive Maintenance Activities

      • Purchase Orders

      • Inventory Transactions

      • Quotes

      • Other maintenance and operational processes

    • Maintaining complete and accurate part records helps ensure efficient inventory management and reliable maintenance planning.

Additional Part Settings

When configuring a part, certain options can impact how the part behaves throughout the system. Be sure to review the following settings carefully:

  • Is Catalog Part

    • Enable Is Catalog Part if the item should be available as a standard catalog item that can be selected and reused across the system.

    • Catalog parts can be easily referenced when creating work orders, purchase orders, quotes, and other records, helping maintain consistency and reducing duplicate entries.

  • Track In Warehouse

    • Enable Track In Warehouse if you want the system to monitor inventory levels for this part.

    • When this option is selected, the part can be stocked in one or more warehouses, and inventory transactions such as receipts, issues, transfers, and stock adjustments will affect its available quantity.

    • Use this option for consumables, spare parts, and inventory items that require stock control.

  • Is BOM Part

    • Enable Is BOM Part if the part should be available for inclusion in a Bill of Materials (BOM).

    • BOM parts can be associated with assets, assemblies, or equipment structures to define the components required for maintenance, manufacturing, or asset management purposes.

    • This option is typically used for parts that form part of a larger assembly or equipment configuration.

Note: These settings affect how the part is managed and used throughout the system. Configure them according to your organization's inventory and maintenance processes.

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