Managing parts in the mobile app
You can easily view, search for, and scan parts right from the Asset Essentials mobile app.
- Tap the Parts icon at the bottom of the screen.
Viewing a part
- On the Parts list page you will see a list of all the parts in your Asset Essentials account broken out by what inventory locations they are stored in.
- Tap the ellipsis button below a part to expand the card and quickly view its quantities within that inventory location.
- Tap on a part to access additional information.
- Tap Scan Part above the list to scan a part's barcode or QR code to access its information.
Searching for a part
- You can search for a part by tapping on the arrow next to the search bar and selecting an option to search by in the drop-down menu. *Note: The search bar defaults to searching by Part Name if you do not make a selection. Once you make a selection, that option will continue to be the default from then on until you manually change it again.
- Enter your search criteria in the search bar to populate your list of results.
- Tap the filter icon () to apply filters. If you are filtering the list by Location or Category, you will see the hierarchy of each item to have a better understanding of what you are selecting.
Viewing, adding, or editing part photos
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Users with View part permissions are able to see a parts photo by selecting the Photo option on the Part Details page.
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Users with Edit permissions are able to add a photo if one does not exist or update the photo if one already exists.
Steps
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Navigate to the part details screen: Parts Tab > Select Part
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Select Photo from Part Details to view the existing photo
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Select Delete to remove the existing photo.
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Select Save for the update to be saved.
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When there is no photo for the part and the user has edit part permissions then they can choose to take a photo or select a photo from the camera roll. After taking or selecting a photo the user can edit the photo.
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When done editing select Done.
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Provide a name for the photo you are uploading. Note this name must not already exist in the system or you will get an error. Select Save.
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The photo is uploaded and displays for the part. Select Save to save the new part photo.
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If you change any data and try to leave the page without saving you will receive a warning message shown below.
Things to know:
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If there is no photo for a part and the user only has view part permissions then they will see text on the Part Photo page saying there is no photo for the part.
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Using the default photo name is the easiest way to ensure the information in unique. The name defaults to "PartName_Date/Time" where the "date/time" is the current date/time. This way we get a unique value every time.
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Users will need to allow permissions to their camera and photo album to upload photos.