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Manage Parts

The Manage Parts page of the System Administrator Dashboard allows you to add and manage parts that are used as part of the Work Order work flow process.

You can associate parts with vendors and maintenance categories. When you associate parts with a vendor, you can view which parts are associated with the vendor on the Work Order form. To do this, you would first need to configure your Work Order work flow and create a Parts custom list.

Parts in Lucernex do not directly relate to equipment. Additionally, there is no way to break down parts by portfolio or by entity.

You cannot delete parts records.

To navigate to the Manage Parts tab:

  1. Select Admin in the toolbar in the upper-right corner of the window.

    The System Administrator Dashboard page opens.

  2. Click Manage Parts and Inventory link in the Company Administration column.

    The Manage Parts page opens.

  3. Follow a procedure below.

ClosedAdd Part

Once you add a part, you cannot delete it.

  1. Enter the following information:

    • Part Name

    • Model Number

    • Vendor : Select the vendor who provides the part from this field

    • Cost : Cost of the part

    • Manufacturer : Part manufacturer

    • Warranty Period in Days

    • Quantity on Hand: This is updated when you place an order using a parts custom list

    • Quantity on Order

    • Par Level : Minimum quantity you want to have on hand to meet your needs.

    • Order to Level: Maximum quantity you want to have on hand to meet your needs.

      Lucernex sends out an alert if the Par Level is greater than the Order to Level minus the Quantity on Hand and the Quantity on Order.

      Par Level > Order to Level - (Quantity on Hand + Quantity on Order)

  2. Select the maintenance categories that this part belongs to from the Maintenance Categories field.

    To manage your maintenance categories, see the Maintenance Categories page.

    Press and hold CTRL on your keyboard to select multiple values.

  3. Click >> to move a maintenance category to the Selected Maintenance Categories field.

  4. Select Add.

    The Add Part window closes. The part appears in the Manage Parts table.

ClosedAdd a Photo to a Part Record

To add a photo a part record:

  1. Find the part you want to edit.

  2. Click Edit link in the Actions column of the part you want to edit.

    The Edit Part window opens.

  3. Click Add Photo link.

    An Upload Image dialog box opens.

  4. Click Browse.

    A file explorer window opens.

  5. Select the image you want to upload.

  6. Upload the photo.

  7. Select Update.

    The window closes.Your changes are saved.

ClosedEdit Part

To edit a part:

  1. Find the part you want to edit.

  2. Click Edit link in the Actions column of the part you want to edit.

    The Edit Part window opens.

  3. Make your changes.

  4. Select Update.

    The window closes.Your changes are saved.