Summary:
This article outlines the part master creation for a group of items. The part master must be populated to create an asset.
Prerequisite:
Only an Admin user can create Asset Type, Manufacturer, UOM by using Import Data
To add to the Part Master: You can create a new part by navigating to Admin → Part Master → Add Part. From there, you can add a new part as per ref Fig 01.
Once you click on the Add Part button, the application navigates following screen.
Asset Type Selection/Add New
The user can select the asset type by clicking the search button. Popup will be shown and can be selected based on previously stored in the database. If you need to create a new asset type, Click Add Asset Type Fig 04.
Asset Category Selection / Add New
After selection of asset type – Asset Category is to be selected based on asset type.
The user can select the asset category by clicking the search button. A popup will be shown and can be selected based on previously stored in the database. Otherwise, you can create a new asset category by using Add Asset Category Fig 06.
Part Number
It can be auto-generated or manually entered.
Description
Based on the Part Master – Description should be given as per user choice.
Manufacturer
The user can select the manufacturer by clicking the search button. The popup will be shown and can be selected based on previously stored in the database. You can create a new manufacturer by using Add manufacturer Fig 07.
UOM Creation
UOM may refer to units of measurement any kind of item needs to give the unit of measurement for storing the materials. The user can select the UOM by clicking the search button. A popup will be shown and can be selected based on previously stored in database ref fig 7. To create new UOM, click on UOM by using add UOM button. While adding a UOM, if the quantity is always 1, please use the checkbox ref Fig 8.
Asset Properties
Has Serial- If the item has any serial numbers , admin needs to choose the option “Yes”
Has Consumables – If any item is consumed in it’s usage.
Can Expire – Item which has expiry date, admin need to choose the option ‘Yes’
