Overview
A lightweight parts store: what is on the shelf, what the safety level is, and every add and use that moved the count — enough to stop a job stalling on a part nobody knew had run out.
Step by step
Work through these in order the first time. After that, steps two to four are the daily loop.
Add the part with a real safety stock
Add part captures the identity and the opening count. Safety stock is the level below which you want to be reordering — set it from lead time, not from a round number.
Move stock through Add and Use
Never edit the count directly to reconcile. Use Add and Use with a note, so the movement history explains why the number changed.
Print QR labels for the shelf
Each part can produce a QR label. Labelling bins means a technician scans rather than searches, which is the difference between the count being right and the count being fiction.
Reconcile against work orders
Materials recorded on the Materials tab of a work order are what should be drawing stock down. A part whose count drifts from its movements is telling you the consumption is not being recorded on the job.
Notes from the field
Behaviour that is easy to miss from the interface alone.
Full capability list
Everything inventory can do, as shipped.
- Spare-part records with name, type, manufacturer, supplier and station
- Current count and safety-stock level per part
- Add and Use adjustments, each recorded as a movement with a note
- Movement history per part
- Printable QR labels for shelf and bin identification