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Checking in parts

Whether you are returning unused parts from a job into inventory, or checking back in non-consumables, PartExpress makes it easy to quickly document any parts coming into your inventory storage. *Note: The Parts & POs feature is available to Asset Essentials clients for an additional cost. Please contact your Sales Representative or Client Services if you are interested in purchasing this feature. Once this feature has been purchased, contact Client Services to have PartExpress activated in your account.

Searching for parts

You can search for parts within PartExpress by Part Number or by scanning a barcode.

Part number

  1. Make sure the Part # search option is selected.
  2. Type the Part Number into the search field.
  3. Click the Search button. Any parts matching your search will display.
  4. If additional parts need to be checked-in in the same transaction, repeat this process. *Note: Clicking Clear will remove all results from the list.

Barcode

  1. If your organization uses barcodes, make sure the Barcode search option is selected.
  2. Scan the part's barcode using the barcoding hardware provided by your organization.
  3. Click the Search button. Any parts matching your search will display.
  4. If additional parts need to be checked-in in the same transaction, repeat this process. *Note: Clicking Clear will remove all results from the list.

MFG barcode

  1. If your organization uses Manufacturer's barcodes, make sure the MFG Barcode search option is selected. *Note: You must have the Manufacturer Barcode documented on the Part in Asset Essentials in order for it to be searchable in Parts Express.
  2. Scan the part's Manufacturer's barcode using the barcoding hardware provided by your organization.
  3. Click the Search button. Any parts matching your search will display.
  4. If additional parts need to be checked-in in the same transaction, repeat this process. *Note: Clicking Clear will remove all results from the list.

Checking in parts

  1. Once you have searched for any parts that need to be checked in, enter the amount you are checking into inventory in the Qty to Dispatch field.
  2. Type a Note if needed.
  3. Click the Check-In button.
  4. You will be asked to confirm the check-in. Click Yes to confirm.
  5. A window confirming the part check-in will appear. Click OK.
  6. A transaction will be created in the Asset Essentials web application.

 

Checking in parts from a work order

PartExpress is able to create return transactions for unused parts that are checked out to a work order. This feature can only be used if the Return only for dispatched parts system setting is turned on. We highly recommend working with your implementation specialist or consultant before turning on this feature.

 

  1. Once you have searched for any parts that need to be checked in, enter the amount you are checking into inventory from the work order in the Qty to Dispatch field.
  2. Type a Note if needed.
  3. Click the Check-In from WO button.
  4. In the window that displays, enter the Work Order # in the search box and then click Search.
  5. When you have found the correct work order, click OK.
  6. A window confirming the part check-in will appear. Click OK.