Creating an Inventory Item Manually

Introduction:

Manually creating an Inventory Item is a simple process.  In just a few simple steps, you can have an Inventory Item up and running.  The following steps will help you create an Inventory Item:

Instructions:

1.  After logging into your ManagerPlus account, click on the Inventory icon.

2.  Click on the New Part button.

3.  You will have 3 options: New Stocked Part, New Non-Stocked Part, and New Component.  Under each option is a definition for each choice.  For this article, we will go with New Stocked Part.  After clicking on New Stocked Part, you will need to fill in the appropriate fields.

 Part ID, Part Type, Starting Qty, and Cost are required fields that must be filled out to manually create an Inventory Item.

4.  When you have finished entering in all the desired and required fields, click on the OK.  Once the Inventory Item is saved, you have finished creating the Inventory Item.

Useful Information and Links:

Useful Links to Related Articles:

To learn how to Manage Images in an Inventory Item, click here.

To learn how to Manage Attachments in an Inventory Item, click here.

To learn how to Manage Notes in an Inventory Item, click here.

Glossary of Terms:

Required Information:

Part ID:  Type a unique part ID. You cannot have two parts with the same part ID. You can develop your own part ID system, or you may use the manufacturer’s ID.

Description:  Description of the Inventory Item.  Although providing an Inventory Item description is optional, it may be useful if you have similarly named budgets.  You can type up to 32 characters in the Description field.

Part Type:  Part types are used to group parts that are related.

Status:  Status of the Inventory Item.  When an Inventory Item is generated automatically or created manually, the status is set to the default.  The status will change after the Inventory Item is completed.  Click “. . .” to edit or create additional statuses in the “Part Status Lookup”.

Base Unit of Measure:  The primary unit of measure used to keep track of the part.

Starting Qty:  This is the number of items that you have on hand.

Cost:  This is the cost of the item.

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