🛎️Note: Parts Management is available for Grow and Enterprise Plans only. If you are interested in upgrading your plan, get in touch with us.
Getting your parts in your Boatyard dashboard can be done in two different ways.
To enter your parts manually
You will need to navigate to your Boatyard dashboard and, using the menu on the left of the screen go to ➡️ Parts and then ➡️ Vendors.
In order to add your parts inventory, you need to first add your vendors. Correctly adding your vendors into your account now will will help you keep your inventory management easy and organized in the future.
Add all of the vendors you regularly purchase parts from. This can be done from your vendors section. Click on the orange "Add new Vendor" button at the top right of your screen. You'll see this pop-up:
Add in the details for your vendor in the pop-up. After your vendor(s) have been added, you can start adding your parts.
Adding your parts to your inventory
Now that your vendors have been added into your dashboard, you can navigate ➡️ Parts, and then ➡️ Inventory from the menu on the left side of the screen.
Click on the orange "New Part" button on the top right section of the screen. This will open up the following pop-up:
Enter all of the relevant details in the pop-up to create your part and add it to your inventory. This includes:
Part name
Vendor's part number ( this is the string that identifies the part with the specific vendor)
Select the vendor for the part
Add a description of the part
Enter your cost (Internal)
Enter the price (External)* Note: the price will be auto-generated based on your markup settings. You can change it if needed.
Set the quantity
Hit the orange "Create" button.
Bulk Importing your Parts Inventory
In order to import your parts into Boatyard, you'll need to create a single spreadsheet for each of your vendors.
➡️Download this template ➡️ pim_parts_import_template.xlsx
The template has the following columns:
Vendor Number- This refers to the unique code or string for the vendor you are working with that identifies the part.
Name- This refers to the name of the part. This is NOT the name of the vendor.
Description
Cost- The cost your company is paying for the part. Internal.
Price- This is the price your customers are paying for the item. External.
Qty In Stock- You can set this number to 0 and add the actual quantity at a later time if desired.
Storage Location- Where is the item located, you can be as specific as you'd like here. IE Shelf 37, back office, etc.
Purchase Currency- You can set the first row with a currency and the rest will follow.
Make sure that all rows are filled out, any missing data may interrupt the import process. If you have your inventory spreadsheet(s) filled out and need some help importing them, send them to info@boatyard.com or your Customer Success Manager for help.
You can click on the gray "Import" button from the top right corner of your Inventory page to upload them.
⚠️ If you uploaded your spreadsheet without quantities and you want to add the quantities, just add the quantity into your spreadsheet and re-import it to override the zero quantity.
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