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Adding Parts to Your Inventory

Withdraw parts directly from your inventory while performing repairs. This cost data may also be used for reporting purposes.

C
Written by Connor LeGrande
Updated over 2 years ago

Inventory Parts will be assigned district wide . Select the Parts Inventory on navigational menu.

Click the Add Parts button on the upper right corner

You may also add parts in bulk. Use the 2 tabs at top to choose.

For Bulk Import

Click the Upload CSV file. Any header text will work but you will need 7 headers/columns.

Once your file is uploaded, ChromeHero will automatically identify the headers (columns) in your file.

Now, you need to match up your headers to ChromeHero's headers.

i.e. You have a column named Purchase Date, and ChromeHero has a matching column named SKU. Match up these two fields by telling it that data in the Purchase Date column belongs in our SKU column.

If you have data that does not have a matching field, and that data is not important, you can simply remove that field from the import. But if that field is important and it does not have a match, you should pick the column of best-fit for that data.

Import parts individually

Fill in the following fields. You may use any set of characters for the SKU.

Regarding the "Threshold" field, if inventory drops below this number, the Account Owner will receive a notification (via email) that the part is low on inventory. The "On Hand" field is the actual quantity of that part in your possession.

Once you add enough parts manually, ChromeHero will try to auto-fill as much repeat data as possible.

On the "Cost" field, this is what shows up on invoices for repairs that involved a part install. You can edit this cost in several ways, but getting it right at first makes things easier.

TIP: If you do not wish to receive threshold notifications...simply set your number to 1000+

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