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The Inventory Tab of the Parts file is all about tracking your total part inventory and assisting with requisitions and Purchase Orders. This article will focus on the three panels in the inventory tab.

Refer to Part File TOC for more information on the data displayed in the parts file.

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Stocking Panel

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All parts are segmented into one or more locations for ease of use and location. The Stocking Panel is used to document the location of the part, adjust the part quantity, create and edit BIN labels, and prepare part tags for printing.

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Info

To allow the use of more than one Bin Location in a part file,contact our support@rtafleet.com for more information on how to allow this feature.

We recommend that the first step in this panel is to label your Bin Areas. This field can be alpha-numeric. You could label it a number or even a location like Garage1.

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  1. Click Edit Bin Labels

  2. Add a Bin Title to each field as applicable

  3. Click Save

Adjusting Bin Quantities

Adding and editing bin quantities is easy in RTA. RTA recommends using purchase orders in RTA to make managing parts inventory quick, easy, and accurate. If a mistake should happen, adjustments can be made via the stocking panel by doing the following:

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  1. Click Adjust Bin Quantities

  2. Enter the appropriate “on-hand” amount into each corresponding bin

  3. The “change” and “inventory” counts will adjust as changes are made

  4. Click Next

  5. Enter the reason for the adjustment (for example “physical inv” which might be used if physical inventory count showed more or less parts than originally thought

    1. There is a limit of 15 characters in this field

  6. Cost can be adjusted as well by changing the price

  7. Click Save

Queuing Part Tags

Part Tags and Bin Labels can be printed using RTA Classic. Queuing the Part Tag through Fleet360 creates the tag for printing. Refer to Part Tags and Bin Labels for a deeper dive into this functionality, contact our support@rtafleet.comrefer to Installing Printer for more information on how to allow this feature.

Follow the below process to queue a part tag.

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  1. Click Queue Part Tag

  2. Enter the quantity of tags needed to tag parts on hand

  3. Check selection box to include the bin label if desired

  4. Select a created bin label to be included from the drop down

  5. Click Save

Usage Information panel

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These fields display the usage per period and the usage per year. Period 1 is always the current period, period 2 is the previous period and so forth.

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  • Parts are issued to Work Orders

  • The various periods are refreshed when the End of Month process is run from either:

    • Refer to Period Cost Settings for setup and information on how the Automated End of Month Process works

To edit the usage in a period, click in the field below the period number, enter the usage, and click the check mark.

When adding a part to the system for the first time, it is best to update this panel to reflect the average yearly usage for that part prior to history being added to RTA to kick start the reorder process on the right foot.

Lock Re-Ordering

Information in this panel is used to generate purchase requests for stocked parts when the inventory level falls below the specified reorder point. The quantity requested depends on the calculation method specified in the appropriate switch.

Refer to Reorder Point Settings for more information on the various calculation methods. RTA recommends using the Min/Max method.

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