Add New Parts to Your Inventory

For: Admins and inventory managers · Permission: Manage parts · Time: ~3 minutes

Quick summary

1. Open Parts & Inventory › Parts and click + Part.
2. Enter the Part Number and Name. Add a Manufacturer and a Price.
3. Check the Mark Up cards. Turn on Manual Price Markup Override only for a special price.
4. Click Create.
5. To change the part later, open it and click Edit.

Before you start

• Create the manufacturer first if it isn't in your list. Use Parts & Inventory › Manufacturers. See Add and Update Manufacturers.
• Have the part number, name, description and cost ready.

Open the parts list

In the left menu, open Parts & Inventory and click Parts. The page shows how many parts are in your catalog.

Create the part

Click + Part. The Create Part window opens.

1. Part Number: your shop's own reference, for example ADC-4500-K. Required.
2. Name: a clear title, for example "Trailer Air Dryer Cartridge". Required.
3. SKU: MetaFleet fills this in for you. The field is locked. Click the pencil icon next to it if you want your own SKU.
4. Description: a short detail, for example "Spin-on desiccant cartridge for trailer air systems".
5. Category: pick one from the list, or click + New Category.
6. Manufacturer: pick from your existing manufacturers.
7. Price: enter your cost for the part.

Vendor & Sourcing is optional. The section has Preferred vendor, Vendor part number, Lead time and Vendor cost override. Skip it if you don't track vendors for this part. To set one, see Assign a Preferred Vendor to a Part.

Check the markup

Below Price, the Mark Up section shows what you will charge. It has one card for Account Customers and one for Non-Account Customers. Each card shows the markup applied and the resulting price. With a $42.50 price and the shop's 30% markup, both cards show $55.25.

Turn on Manual Price Markup Override if this part needs its own markup. Two fields appear: Override Account MarkUp % and Override Non-Account MarkUp %. MetaFleet warns that manual overrides bypass the global markup rules. For how markup is calculated, see Parts Pricing and Markup.

Save the part

Click Create. The part count on the Parts page goes up by 1, and you can find the part by searching its name or part number. The part is now available when you add parts to a work item on a service order.

Open the part

Click the part's name in the list or in the search results. The part page opens on the Overview tab. It also has Activity and Pricing tabs. The Pricing tab shows only to people with View cost or Manage parts; everyone else sees Overview and Activity. Overview shows the part numbers, name, description, manufacturer and a Pricing Snapshot.

Edit the part

1. On the part page, click Edit. The Edit Part window opens.
2. Change what you need. You can edit the part number, name, SKU, description, category, manufacturer, vendor details, price and markup.
3. Click Update.

Or open the ⋯ menu on the part's row in the Parts list and click Edit.

After you click Update, the Pricing Snapshot shows the new cost and the markup prices. A cost change from $42.50 to $44.00 at 30% markup gives $57.20. If the part came from QuickBooks, the cost you type also becomes its QuickBooks cost.

The Edit Part window also lets you mark the part as OEM or Aftermarket under This part is, make it a kit (see Bundle Parts into a Kit), and attach a PDF, JPG or PNG up to 10 MB.

Troubleshooting

FAQs

Can I change the SKU?

Yes. MetaFleet creates one for you. Use the pencil icon next to the SKU field to enter your own.

Does the SKU have to be unique?

Yes. MetaFleet checks the part number, name and SKU against your existing parts.

Do I have to fill in the vendor section?

No. Vendor & Sourcing is optional.

Can I edit a part later?

Yes. Open the part and click Edit, or use the ⋯ menu on its row in the Parts list.

Related articles

• Add and Update Manufacturers
• Parts Pricing and Markup
• Bundle Parts into a Kit
• Assign a Preferred Vendor to a Part