Manage and track your parts Inventory 

Add Parts to Inventory

1. Go to the Inventory screen.
   
2. Click Add New Part.
   

3. Fill in as much information about the part as you can, then click Add.

   • Required Fields:
     • Description
     • Quantity
     • Cost
   • Additional Notes:
     • Apply Markup Matrix
       • Enabling this option will override the manually entered Sell price and automatically calculate the markup price when the part is added to the document.
       • This option is only available after setting up and enabling your Parts Markup Matrix in Settings >> Labor, Taxes, Markups & Fees.
     • Select Supplier 
       • Dropdown options can be added in Settings >> Catalogs & Suppliers.

   
    

Return a Part to the Supplier

1. Click edit (pencil icon) on the part you want to return.
   
2. Click Return.
   
3. Verify the Quantity to Return >> Select Reason for Return >> Select Return Status >> fill in additional Return Information (If applicable) >> click Return.
   
4. A Return document will be generated to save or print.