The part record is where you manage a single stock item. Use it to track part details, monitor stock levels across locations, make manual adjustments, manage transfers, and see what is reserved and why.
View record
➡️ Click the Global search bar > enter the Part name, the Manufacturer part number, or a Stock location > select the individual part > click View
The part record opens on the Stock tab.
The four tabs
Each part record gives you a complete overview of the selected part and how it is being used across your stock locations. It has four tabs:
Stock: Stock details, availability, transfers, adjustments, and stock due in
History: Stock movements and adjustments over time
Suppliers: The suppliers linked to the stock item
Reserve list: The jobs, orders, and replenishment holds reserving this stock item
Each tab has its own article. Use the links below to go straight to what you need.
Stock tab on a part record: Stock details fields, the Current stock table, adjusting and transferring stock, and marking stock due in as arrived
History and Suppliers tabs on a part record: The audit trail, action type filters, and supplier pricing history
Reserve list tab on a part record: Job and replenishment reservations, unreserving stock, and releasing parts held against a deleted engineer
Action icons
These icons appear above the stock tables on the part record.
Icon | Function |
 | Print the current stock, which you can then download as a PDF |
 | Download the current stock |