Go to ServiceTrade
All Collections
PartsLedger
PartsLedger
Home of PartsLedger Release Notes, User Guides and Common Troubleshooting
20 articles in this collection
Written by
Adam Strong
and
Casey Williams
User Guide
Inventory Error: handling inventory variances
PartsLedger can't give ServiceTrade more inventory than it has, and reports Inventory Error: Max Qty x
Written by
Adam Strong
Updated over a week ago
Pull parts from a warehouse or truck onto a ServiceTrade Job
Use PartsLedger inventory on a work order
Written by
Adam Strong
Updated over a week ago
How to Create Parts/Products in PartsLedger
Learn about the different Parts/Product designations in PartsLedger and how to use them to create new Part records in your account.
Written by
Casey Williams
Updated over a week ago
How to do a Cycle Count with PartsLedger
Perform a physical count of inventory and update PartsLedger
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
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.
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.
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.
Written by
Casey Williams
Updated over a week ago
Receive parts from a purchase order
Receive parts into inventory or onto a ServiceTrade job
Written by
Adam Strong
Updated over a week ago
Create a Transfer Order
List out an inventory manifest for shipment to another location
Written by
Adam Strong
Updated over a week ago
Ship a transfer order to another warehouse
Ship inventory between warehouse or truck locations
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
Written by
Adam Strong
Updated over a week ago
Receive a transfer shipment into inventory
Add parts shipped from another warehouse to inventory
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
Written by
Adam Strong
Updated over a week ago
Post an inventory adjustment
Adjust PartsLedger's inventory count in bulk or individually by item
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
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
Written by
Adam Strong
Updated over a week ago
Troubleshooting
How to resolve Job/Work Order Numbers not showing up in PartsLedger.
What to do if you can't find your ServiceTrade job in the drop down menu on a PartsLedger PO.
Written by
Casey Williams
Updated over a week ago
Audit and Correct Job Material in Inventory
How to correct MTL (miscellaneous job material) "stuck" in inventory
Written by
Adam Strong
Updated over a week ago
PartsLedger error: Part was not found
ServiceTrade Job has comments from PartsLedger about "part not found"
Written by
Adam Strong
Updated over a week ago