Documentation
Inventory
Stock levels, locations, lots and serial numbers, and the moves that change them.
Getting started
Overview
Inventory is the record of what you physically hold: how much of each part, where it sits, which lot or serial number it carries, and every move that changed it.
Key concepts
The terms below appear across every inventory screen.
The inventory list
Everything your company holds, in one table. This is the way in to every other inventory screen.
Part details
Selecting a row in the inventory list opens the part in a full-screen dialog.
Locations
How locations work
The Location tab is where stock stops being a single number and becomes a set of places you can walk to.
Assign stock
Assigning places unassigned stock into a location, so the next person can find it.
Relocate stock
Relocating moves stock that is already placed from one location to another.
Scrap stock
Scrapping writes stock off.
Lots and serial numbers
Lots
A lot is a batch of a part received together.
Serial numbers
A serial number identifies one individual unit.
Syncing serial numbers
A repair action for serialised parts, used when the serial numbers on record stop matching the stock figures.
Day-to-day
Release stock
Releasing is how stock leaves the stockroom.
Borrowed stock
Everything currently out of the stockroom for a part, who has it, and the action that brings it back.
Cycle counting
A cycle count corrects what Partix believes you hold to match what is actually on the shelf.
The cycle count list
A printable count sheet.
Parts
Add a part
Creating a part record so you can hold stock of it, buy it, and call for it on a BOM.
Product attributes
The manufacturer's own data for the part: what it is, what it does and where the datasheet is.
Costing
What a part costs you, and which rule Partix uses to work it out when different batches cost different amounts.
Part settings
Which features are switched on for this part.
Change a CPN
Moving a part to a different company part number, with a record of why.
Connections
Where used
Which products and assemblies call for this part.
Purchase history
What you have bought of this part, from whom, when and at what price.
PLM timeline
The life of the part in order: what happened to it, when, and on which project.
Create from inventory
Start a new item from parts you already hold, rather than building it up from nothing.
How parts reach a BOM
Inventory and the BOM are two views of the same parts. This page explains where they meet.