Setting a team member's permissions to manage parts inventory
Navigate to the team member section ➡️then click on the name of the team member who will be managing inventory.
This will open up a pop-up where you can toggle Parts Team Member on or off.
Once parts team member is toggled on, that user will be able to:
Modify the quantity of parts in stock.
Create and send purchase orders.
Receive parts and update the inventory accordingly.
Update vendors and make other inventory-related changes.
They will receive notifications when parts are requested.
Note: If a team member is having trouble performing any of these actions, it's likely because the "Parts Team Member" checkbox is not enabled.
Vendor Management
Navigate to the parts section ➡️then click on Vendors to manage your parts vendors. This is where you'll be able to view, add, edit, or delete vendors from your Boatyard dashboard.
Edit Existing Vendors: Click on a vendor’s name to edit details.
Add a New Vendor: Click "New Vendor" to add a new one. You will need to provide:
Vendor Name
Contact Name (if applicable)
Email Address
Phone Number
Website URL
Currency (the currency used to purchase parts, e.g., USD or CAD)
Vendor Address
Adding Parts to your Inventory
Your parts can be imported into Boatyard in bulk, or one at a time.
When bulk uploading parts, you must select a vendor before uploading. You can only upload parts for one vendor at a time.
Steps to bulk import your parts:
Choose the vendor you’re uploading parts for.
Select the storage location of the part.
Proceed with the bulk upload for that vendor.
🛠️For a more in depth guide on parts import in bulk, please consult this article.
To manually add a new part:
Click "Add a New Part".
Enter the following details:
Part Name: Example: "Bearing".
Part ID: This is the ID assigned by the vendor.
Vendor: Select the vendor that sells this part. If multiple vendors sell it, ensure the part ID is consistent across all vendors.
Purchase Currency: The currency used to buy the part from the vendor (e.g., USD).
Cost: The price you pay the vendor for the part.
Price: The price charged to the customer (not MSRP). This is automatically calculated based on the markup set for the provider but can be manually adjusted if needed.
Initial Quantity: The starting stock level. If none are in stock, set this to zero. Otherwise, enter the current stock level.
🎉 Once saved, the part will be added to your inventory.
Managing your Parts Inventory
After creating a part, you can view and manage your inventory:
The Part Inventory page shows how many of each part are in stock.
You can edit details about the part, such as quantity, vendor, or price.
To update the quantity (e.g., if you find additional stock), you can adjust it in the same part modal.
Stock Locations
If you have multiple locations, you can manage the location of your parts:
Location Management: Select the location for the part’s stock.
You can add, edit, or delete locations as needed.
Reserved Parts vs. Stock
Stock refers to parts that are available and sitting on the shelf.
Reserved Parts are those set aside for a technician to use for a specific job.
Deleting Parts: You can delete a part completely, which will remove the part and its stock record from your system.
Part Search: You can search for specific parts in your inventory using the search bar.