Getting your parts in your Boatyard dashboard can be done in two different ways.
To enter your parts manually
In order to add your parts inventory, you need to first add your vendors. Correctly adding your vendors into your account now will help you keep your inventory management easy and organized in the future.
Adding your parts to your inventory
Once 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 "New Part" button on the top right of the screen. This will open up the following pop-up:
Enter all of the relevant details 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(s)
Part description
Part cost (your cost)
Part Price (your selling price)
Note: the price will be auto-generated based on your markup settings. You can change it if needed.
Part Quantity
Minimum and Maximum Inventory levels
And then click the 'Create' button.
Bulk Importing your Parts Inventory
In order to bulk import your parts into Boatyard, you'll need to create a spreadsheet for each of your vendors.
Preparing Your Import
You can download the template directly from the import page, or from right here!
The template has the following columns:
Vendor Number (required) - This refers to the unique part ID for the vendor.
Name (required) - This refers to the name of the part. This is NOT the name of the vendor.
Description (required )- You can use the part name or enter a different description.
Cost (required) - The cost your company is paying for the part. Internal.
Price (required) - This is the price your customers are paying for the item. External.
Qty In Stock (Optional) - You can set this number to 0 and add the actual quantity at a later time if desired.
Storage Location (Optional) - Where is the item located, you can be as specific as you'd like here. IE Shelf 37, back office, etc. Please note that your storage locations need to be set up BEFORE importing your parts.
Purchase Currency (Required) - Select if you purchase your parts in US or Canadian dollars.
UPC (Optional) - The UPC barcode for parts. The format of this field must be set as 'Text' in the CSV file.
Here are some important things to check on your file to ensure a successful import:
Make sure the file doesn't not include any commas.
Make sure that all the required information (see above) is completed
Check that you don't have duplicate part numbers in the file. You can only import each part number once.
If you have your inventory spreadsheet(s) filled out and need some help importing them, send them to customersuccess@boatyard.com or your Customer Success Manager for help.
Importing Your File
Click on the "Action" dropdown at the top of the screen, and you will see the option to "Import"
Next, you have the option to download the import template if you have not already done so by clicking on the 'download our excel template' link.
Then, you will select the vendor from the drop-down list.
Once you've selected the vendor, you can click on the 'Upload Parts' button to attach your import file.
And then click the Import button to begin your import.
Depending on the size of your file, it might take a few minutes for the parts to show in your inventory. Please be patient and refresh your screen to see the new parts.