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Add a Part using the Mobile App

1. Navigate to the Parts page on mobile

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2. Click the Add New icon on the bottom right-hand side

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3. Click Take a Picture to add an image of the part

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4. You can either take a photo of the part or choose an image from your phone memory

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5. Click OK/Use Photo when done

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6. Fill in all the relevant details for the part

  1. Part number - this is the internal part number and may be taken from a vendor's part number
  2. Part description - also called part name. This is the text details for the part
  3. Standard cost - expected or predetermined cost for this part. This can be adjusted over time as needed
  4. Barcode - a string of text that may appear on the part box.
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7. Click Save when done

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8. The part record now exists in the CMMS

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9. To add a storage location for the part, click the Store tab

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10. Click the Add New icon on the bottom right-hand side

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11. Click to select a Storage Location

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12. Select the storage location from the asset list. The storage location should already exist in the system. Use the search or QR code scanner to speed up the search

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13. Fill in the details for the part storage location

  1. Storage Bin - To eliminate clutter in the CMMS, a single searchable text field is used to describe the exact location of the bin. This could be made up of Aisle/Row/Shelf/drawer etc. In the example below, this is Aisle B, shelf 21, Bin 2.
  2. Max - the maximum amount of this part we want to stock at this location
  3. Min - the minimum amount of this part we want to stock at this location
  4. On hand - quantity of this part on hand in this storage bin
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14. Click Save when done

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15. To add a Supplier, click the Supplier's tab

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16. Click the Add New icon on the bottom right-hand side

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17. Fill in the relevant information for the vendor. The business must already exist in the system before adding as a supplier of a part.

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18. Click Save when done

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