PartsLedger

Home of PartsLedger Release Notes, User Guides and Common Troubleshooting

Shelley Bainter avatar Adam Strong avatar Casey Williams avatar
19 articles in this collection
Written by Shelley Bainter, Adam Strong, and Casey Williams
User Guide

Manage users in PartsLedger

How to add, edit, and remove users in the PartsLedger office application
Adam Strong avatar
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

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.
Adam Strong avatar
Written by Adam Strong
Updated over a week ago

Enabling the Inventory Position Dashboard Widget in PartsLedger

Add this new widget to your dashboard and use it to conveniently view detailed information for your parts inventory.
Casey Williams avatar
Written by Casey Williams
Updated over a week ago

Receive parts from a purchase order

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

Create a Transfer Order

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

Ship a transfer order to another warehouse

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

Receive a transfer shipment into inventory

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

Post an inventory adjustment

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