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Manage Part Packages

Part Packages are used to group parts. For example, an endcap used at the end of an aisle in a grocery store may have screws, nuts, shelves, a base, and a back. You can also associate part packages with the vendor who sells them to you.

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

To navigate to the Manage Part Packages 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. Select the Manage Part Packages tab.

    The Manage Part Packages page opens.

  4. Follow a procedure below.

ClosedAdd Part Package

To add a part package:

  1. Click Add button in the lower-right corner of the Manage Part Packages table.

    A pop-up window opens.

  2. Enter the name of the part package in the Package Name field.

  3. Select the vendor who provides the part package from the Vendor field.

  4. Click Add button in the lower-right corner of the parts table.

    A line item row becomes editable.

  5. Select the vendor from the Vendor field in the line item row.

  6. Select the part from the Part field.

  7. Enter the quantity of parts in the Quantity field.

  8. Select Update.

    The line item is saved.

  9. Repeat steps 4 - 8 until all parts are added.

  10. To delete line items, choose between two options:

    • Click A small red circular button with a white line through the middle. next to a line item to remove the line item.

    • Click Delete All in the lower-right corner of the list to remove all line items from the list.

  11. Select Add.

    The window closes. The part package appears in the Manage Part Packages table.

ClosedEdit Part Package

To edit a part package:

  1. Find the part package you want to edit.

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

    A pop-up window opens.

  3. Make your changes.

  4. Select Update.

    The window closes. Your changes are saved.

ClosedDelete Part Package

You cannot delete a package if it is associated with a part.

To delete a part package:

  1. Find the part package you want to delete.

  2. Click Delete link in the Actions column of the part package you want to delete.

    A dialog opens, asking you to confirm your choice.

  3. Select Yes.

    The dialog box closes. The part package is deleted.