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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: 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. Any parts matching your search will display.
  • If additional parts need to be checked out in the same transaction, repeat this process. *Note: Clicking Clear will remove all results from the list.

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. Any parts matching your search will display.
  • If additional parts need to be checked out in the same transaction, repeat this process. *Note: Clicking Clear will remove all results from the list.

MFG barcode

  • 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.
  • Scan the part's Manufacturer's barcode using the barcoding hardware provided by your organization.
  • Click the Search button. Any parts matching your search will display.
  • If additional parts need to be checked out in the same transaction, repeat this process. *Note: Clicking Clear will remove all results from the list.

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 window confirming the part check-out will appear. Click OK.
  • 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 window that displays, enter the Work Order # in the search box then click Search.

 

 

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