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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.

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

  • Once you have searched for any parts that need to be checked out, 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 parts 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.