Click on your profile icon in the upper right corner of the screen.
Click on "Settings".
In the left-hand menu, go to "Supply".
Inventory
Here, you can enable or disable the functionality to manage your spare parts and overall inventory. Additionally, there are three buttons that can be activated:
Mandatory return of non-consumable parts: Prevents the completion of Work Orders that include non-consumable parts that were not returned.
Batch expiration notification: Allows you to configure a period for users to be notified before a batch expires.
Enable Transfer Status to include the "In Progress" status in the part transfer process between Stock Locations.
Reservations
Enable and manage your Spare Part Reservations, adjusting the functionality according to your operations:
Manual withdrawal of reserved parts: Prevents reservations from being automatically withdrawn upon completing a Work Order. The withdrawal must be done manually on the reservation page.
Automatically expired reservations: Allows you to configure a period for reservations to expire automatically if not withdrawn within the set timeframe.
Purchase Requests
In addition to enabling or disabling this feature, clicking on "Edit Preferences" allows you to manage:
Allow Purchase Requests via Work Orders: Defines which part categories can generate a Purchase Request directly from the WO.
Automatically generate Purchase Requests: Allows you to configure part categories that generate PRs automatically when stock reaches the reorder point or minimum stock level.
Purchase Deadline Notification: Configures automatic notifications about parts approaching their purchase deadline, based on priority.
Rejection Reasons: Allows you to set predefined reasons for rejecting a Purchase Request.
Purchase Orders
When editing preferences within Purchase Orders, you can configure and define the mandatory fields for creating a PO:
Freight Type
Payment Methods
Payment Terms
Spare Part Categories
When adding a new category by clicking "Add", you define:
Category Name
Part Type:
Consumable
Non-Consumable
Description: Add a brief description of the category.
Purchasers: Associate buyers so that selected users are automatically included in the part registration.
Vendors
To register a new Vendor, click "Add" and fill in the following fields:
Company Name (Legal Name)
Description: Additional details about the vendor (optional).
Identifier Code
EIN
Address
Contacts: The vendor’s key contacts, including:
Name
Email
Phone Number
Job Title
Contracts: Enter the contract name and indicate if it is active.
Supplied parts: Select the parts provided by this vendor.
Files: Upload related documents or images (optional).
Cost Center
To register a new Cost Center, click "Add" and complete the fields:
Cost Center Name (mandatory)
Identifier Code (mandatory)
Assignees
Description
Parent Cost Center: Select a Parent Cost Center and, if applicable, assign Sub-Cost Centers. Every company has a default Cost Center corresponding to the company itself, which cannot be edited or deleted.
To edit a Cost Center, click "Edit" in the upper right corner.
By clicking on the three dots next to a Cost Center, you can Create a Copy, Disable, or Delete it.
Important note: A Cost Center can only be deleted or disabled if it and its Sub-Centers have no ongoing Reservations, Transfers, or Purchases.
Units of Measure
To register a new Unit of Measure, click "Add", and a new row will appear in the table. Fill in the following fields:
Unit Name
Plural Form of the Unit Name
Abbreviation
To edit a Unit of Measure, simply click on the field you wish to modify. To delete, select the unit and click "Delete".