The Spare Parts tab helps teams manage and track all maintenance-related parts efficiently.
Click on + New Part in the top right corner of the Maintenance Resources page to open up the Add New Part ” form.
Add New Part Form.
Fill in all required fields denoted with * before hitting the Save button on the bottom of the popup form. If required fields have not all been filled, a popup will inform the user of the missing field(s) and red outlines will appear on the left side of each missing field.
Denoted with *
| Field | Description | Input Type | |
|---|---|---|---|
| Name * | Name of the spare part. | string | |
| Manufacturer Part Code * | Manufacturer-provided code for this part. | string | |
| Universal Code * | Globally used code or internal part number. | string | |
| Category * | Classification of the spare part. | searchable list | |
| Current Stock * | Current inventory level. | numeric | |
| Unit Cost * | Cost per unit. | numeric | |
| Currency * | Currency of the unit cost. | dropdown |
| Field | Description | Input Type |
|---|---|---|
| Minimum Stock | Minimum acceptable stock level. | numeric |
| Maximum Stock | Maximum allowed stock level. | numeric |
| Reorder Point | Stock level that triggers reordering. | numeric |
| Description | Additional notes or specifications. | textarea |
| Image | Upload an image of the spare part. | image upload |
| File | Upload relevant documents (e.g., datasheets, certificates). | file upload |
In the Maintenance Resources page, locate and click the spare part you wish to update. In the top-right corner, click the Pencil icon next to the part to open the Edit Spare Part form.
Adjust desired fields and ensure that all required fields denoted with * are filled in before hitting the Save button on the bottom of the popup form. If required fields have not all been filled, a popup will inform the user of the missing field(s) and red outlines will appear on the left side of each missing field.
The Bulk Upload feature allows users to efficiently import multiple spare parts at once using an Excel template. This process is helpful for adding large inventories quickly and accurately.
On the Maintenance Resources page, click the 3-dot Icon on the top right of the page and click Bulk Upload Button to open the Bulk Upload Spare Parts popup window.
Bulk Upload Spare Parts Form.
The Bulk Upload Spare Parts popup is designed for clarity and ease of use. It includes the following elements:
| Element | Description |
|---|---|
| Step 1 – Download Excel Sample | Provides a button to download the pre-formatted sample Excel template required for bulk import. |
| Step 2 – Upload Excel | Allows users to upload the completed Excel file either by clicking Browse or dragging the file into the upload box. |
| Cancel Button | Closes the popup without uploading any data. |
| Bulk Upload Button | Initiates the import process after the file is selected. |
The Bulk Download feature allows users to efficiently export all spare parts at once as an Excel file.
On the Maintenance Resources page, click the 3-dot Icon on the top right of the page and click Bulk Download Button. The download may take more than a few seconds.