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Checking out Parts

PartExpress should be used to document whenever a part is leaving your inventory. This will create a transaction record in the Asset Essentials web application. *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

  • Make sure the Part # search option is selected.
  • Type the Part Number into the search field.
  • Click the Search button.

Barcode

  • If your organization uses barcodes, make sure the Barcode search option is selected.
  • Scan the part's barcode using the barcoding hardware provided by your organization.
  • Click the Search button.

MFG Barcode

  • If your organization uses Manufacturer's barcodes, make sure the MFG Barcode search option is selected.
  • Scan the part's Manufacturer's barcode using the barcoding hardware provided by your organization.
  • Click the Search button.

Checking Out Parts

  • Enter the Qty to Dispatch if the part is leaving the storage location. If you simply need to reserve the part, enter the Qty to Reserve.
  • Type a Note if needed.

 

Check-Out

  • Click the Check-Out button.
  • You will be asked to confirm the check-out. Click Yes to confirm.
  • A pop-up window confirming the part check-out will appear. Click OK to dismiss the pop-up.
  • A transaction will be created in the Asset Essentials web application.

 

Check-Out to WO

  • Click the Check-Out to WO button if you would like to associate the part with an existing work order in Asset Essentials.
  • In the pop-up window, enter the Work Order # in the search box then click Search.

 

 

  • When you have found the correct work order, click OK.
  • A pop-up window confirming the part check-out will appear. Click OK to dismiss the pop-up.
  • A record will be created on the WO Parts summary page in the Asset Essentials web application.

 

 

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