Add Part

Add Part (Create a new part record)

What this does

Add Part creates a new part record so it can be stocked, ordered on POs, sold on invoices, and included in parts kits.

Where to find it

Go to Parts → Add Part 

or,

Go to Parts → Parts Inventory → Add Part (button at the top of the inventory list).

Fields marked with an asterisk (*) are required.

Step-by-step: Add a new part

Step 1 — Complete Basic Info

In Basic Info, set:

• Active (checked = part is available for use)

  Non-Stock (use when you don’t track on-hand inventory for this part)

  Taxable (checked = part is taxable by default)

Enter required fields:

• Part #*

  UPC*

  Description*

  Vendor*

Optional fields:

• Part Category

  Manufacturer

  Manufacturer #

Tip: If you want the part searchable and consistent in reports, use a standard convention for Part # and assign a Part Category.

Step 2 — Set Pricing & Packaging

In Pricing & Packaging, you can enter:

• Purchase Cost

  Markup Pct

  Selling Price

Packaging fields (if your operation uses packaging units):

• Purchase Package (dropdown)

  Selling Package (dropdown)

  Packaging Ratio

  Item Cost

  Freight Cost

Tip: If your dealership uses markup-based pricing, update Purchase Cost and Markup Pct and confirm the Selling Price is correct.

Step 3 — Set Inventory Info

In Inventory Info, review or set:

• Quantity On Hand (displayed; typically updated by receiving/adjustments)

  Quantity On Order (displayed; may reflect open POs)

  Min On Hand

  Max On Hand

  Bin Location* (required)

Tip: Min/Max On Hand help with reorder decisions and reporting (if you use them).

Step 4 — (Optional) Set an initial quantity using Inventory Adjustment

If you are adding a new part and want to set the starting quantity:

In Inventory Adjustment:

• Review Current Quantity

  Enter Actual Quantity (what you physically have)

  The system calculates Adjustment

  Enter a Reason for Adjustment

Use this when you need to align the system with your real-world count.

Step 5 — Save

Click Save at the top of the page.

Result

The part will appear in Parts Inventory, and will be available to use on:

• Part invoices

  Purchase orders

  Part kits (if enabled)

Editing an existing part (Edit Part screen)

To edit an existing part:

1. Go to Parts Inventory

   Open the part

   Update fields as needed (pricing, vendor/category, bin location, etc.)

   Click Save

Common issues & quick fixes

I can’t save the part

• Confirm required fields are filled: Part #, UPC, Description, Vendor, Bin Location.

Tax behavior isn’t what I expected

• Confirm Taxable is set correctly on the part.

  Confirm taxable is set at invoice level and that you have a tag group assigned.

I set Actual Quantity but it didn’t change inventory

• Confirm you entered a value in Actual Quantity and saved.

   

Related articles

• Parts Inventory

  Purchase Orders (Receiving)

  Part Invoice List

  Part Adjustments

  Part Kits