Parts Overview

Last reviewed: June 9, 2026

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On this page

The Parts screen lists active inventory part records and lets users review item setup, lot details, available quantities, pricing, vendor information, and purchasing setup.

What this screen is for

Use Parts to find an active inventory item, review its current quantity position, expand its setup details, and start item maintenance workflows.

Use this screen for part setup and review. Use Adjustments Overview when the quantity, lot, or lot cost needs to be corrected.

Screen path

Dashboard > Inventory > Parts

Main list

The Parts screen opens as an Inventory modal with a search box and an inventory table.

The table includes:

Column What it shows
Part Number Internal inventory part number.
Description Main part description.
Source Whether the part is Manufactured or Purchased.
UOM Stocking unit of measure.
On Hand Current on-hand quantity, shown in stock UOM.
On PO/WO Quantity on purchase order or work order.
On SO Quantity required by sales orders.
Available Quantity available after demand and supply are considered.
Price Base sales price.

Search matches part number and description.

Actions

Action What it does
Add Inventory Item Opens the add item form.
Bulk Upload Inventory Opens the inventory CSV upload workflow for permitted users.
Bulk Upload Lots Opens the lot CSV upload workflow for permitted users.
Reactivate Deleted Inventory Item Lets permitted users reactivate a previously deleted item by part number.
Expand row Opens the item detail area for that part.
Edit Turns the expanded item detail into editable fields.
Delete Soft-deletes the item from edit mode after confirmation.
Save Saves edited item setup.
Cancel Leaves edit mode without saving.

Item detail sections

Expanding a row shows:

  • Part Information.
  • Pricing Information.
  • Vendor Information.
  • Purchasing Information.
  • Lot Details.

The detail area is documented separately in Inventory Item Detail Overview and Inventory Lot Detail Overview.

What happens behind the scenes

The Parts screen loads active inventory records. Expanding a row loads the selected part and its lot detail records.

Viewing the list or expanding a part does not change inventory. Adding or editing an item updates the inventory master record. Deleting an item is a soft delete, so historical references on purchase orders, sales orders, BOMs, work orders, and other records remain intact.

The add item form creates the item master record. It does not create an initial lot quantity from the visible fields in the current screen. Use normal receiving or manufacturing workflows for real receipts, or use How to Add New Lot when a manual new lot adjustment is the correct correction.

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