Overview

Users with the appropriate permissions can link a work order to Parts and Material which then allows costs and inventory to be tracked.  All linked parts and material can be viewed on the Parts/Materials screen. 

Parts/Materials Data

To set up Parts/Material data:

1. Navigate to Maintenance > Resources > Parts/Materials
2. Click +Add Material
3. Complete all the required information in the applicable fields
4. Then click Save

To edit existing Parts/Material data:

1. Navigate to Maintenance > Resources > Parts/Materials
2. Click the desired material in the Material ID column to view item details
3. Make the necessary edits on the applicable fields (ie. Cost/Unit)
4. Add a Thumbnail by clicking on the Edit button in the Thumbnail section and add a New File within the Set Thumbnail window.
5. Once Thumbnail image has been selected, click on Set Thumbnail. 
6. Then click Save

When viewing Parts/Materials assigned to Work Orders, you can view and edit the quantity of units assigned:

1. Click the desired work order ID

2. Click the edit icon in the Actions column

3. Enter the quantity of units as needed.

4. Then click Save.

To select/modify material selection:

1. Click the +Attach Materials.  Use the Material Groups drop-down to filter the list if needed.

2. In the Select column check 🗹 all required parts/material.

3. Click Add Selected Item(s)

4. Click Save at the top left corner of the affiliate panel to apply the changes.

• Click +New Material to create a new item to attach to the work order as needed.