User Guide - PartsLedger

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14 articles in this collection
Written by James Jordan, Shelley Bainter, and Adam Strong

Post an inventory adjustment

Adjust PartsLedger's inventory count in bulk or individually by item
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Written by Adam Strong
Updated over a week ago

Manage users in PartsLedger

How to add, edit, and remove users in the PartsLedger office application
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Written by Adam Strong
Updated over a week ago

Create warehouses and trucks in PartsLedger and ServiceTrade

New trucks in the fleet? Add them to your account and link them together to start tracking inventory and item sources.
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Written by Adam Strong
Updated over a week ago

See all the parts in a warehouse

Report on inventory count and total dollar value per warehouse
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Written by Adam Strong
Updated over a week ago

Create a Transfer Order

List out an inventory manifest for shipment to another location
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Written by Adam Strong
Updated over a week ago

How to reverse inventory assignments in PartsLedger

Change a committed item's quantity, fix the wrong warehouse source, fix the wrong part number, and more
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Written by Adam Strong
Updated over a week ago

How to reverse purchase order receipts

Return parts to the PO to change items, cost, quantity, receiving warehouse, and more
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Written by Adam Strong
Updated over a week ago

Ship a transfer order to another warehouse

Ship inventory between warehouse or truck locations
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Written by Adam Strong
Updated over a week ago

Receive a transfer shipment into inventory

Add parts shipped from another warehouse to inventory
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Written by Adam Strong
Updated over a week ago

Transfer warehouse inventory onto a truck

Move inventory between a warehouse and an onsite truck in one step
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Written by Adam Strong
Updated over a week ago

Receive parts from a purchase order

Receive parts into inventory or onto a ServiceTrade job
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Written by Adam Strong
Updated over a week ago

Create a purchase order in PartsLedger

Office users can order new inventoried parts from suppliers/vendors to replenish warehouse and truck stock, or for a ServiceTrade job.
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Written by Adam Strong
Updated over a week ago

Introducing PartsLedger for Parts Management

Watch a recorded webinar showing the PartsLedger workflow.
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Written by Shelley Bainter
Updated over a week ago

PartsLedger FAQ

Frequently asked questions about PartsLedger
James Jordan avatar
Written by James Jordan
Updated over a week ago