REC
//CLASSIFIEDOPS_COMPANION v3.0.1//CONSOLE.READY////
DEMO ENV
[R-06]

PARTS

Multi-warehouse inventory management, parts ordering, receiving, stock level monitoring, and optional 3D parts catalog integration.

// OPS_COMPANION FIELD MANUAL

The Parts role manages the physical inventory layer of OPS Companion — receiving stock, tracking consumption, triggering purchase orders, and maintaining accurate stock levels across multiple warehouses. Parts interacts directly with the Work Order module: when a Technician logs a part consumed on a work order, the Parts Manager's inventory decrements in real time.

Parts has read access to work orders (to understand what parts will be needed) but cannot modify them. Financial data — vendor pricing, purchase order values — is visible to Parts but not to operational roles.

Multi-Warehouse Inventory

Stock levels are tracked per-warehouse. Each part record includes location within the warehouse (aisle, shelf, bin), stock count, unit cost, and reorder threshold. When any warehouse's stock for a part drops below the reorder threshold, an automatic purchase order recommendation is generated.

// INVENTORY RECORD FIELDS
Part NumberManufacturer part number + internal SKU
DescriptionBilingual (FR/EN) part description
Compatible MachinesList of machine models this part fits
Stock per WarehouseQuantity on-hand at each location
Reorder ThresholdMinimum stock before auto PO recommendation
Unit CostPurchase cost — visible to Parts and Administrator
Bin LocationWarehouse aisle/shelf/bin for physical retrieval
Lead TimeTypical days from order to receipt

Real-Time Consumption Tracking

Every part logged by a Technician on a work order triggers an atomic decrement of the relevant warehouse stock. The Parts Manager sees the decrement immediately — no delay, no batch processing. This real-time visibility enables proactive reordering before a stockout occurs.

  • Part logged → inventory decremented in the same database transaction as the work order update
  • Parts Manager receives push notification when any part drops below reorder threshold
  • Consumption history per part — view which machines consumed which parts over time
  • Substitution tracking — when a different part was used, both are recorded and linked
  • Reservation system — parts can be soft-reserved for an upcoming work order pending quote acceptance

3D Parts Catalog (Add-On)

With the optional 3D Viewer add-on, the Parts Manager can browse interactive exploded-view 3D models of each machine model. Parts are selectable — clicking a part in the 3D view shows its current stock level, part number, and allows direct ordering without leaving the model viewer.

IDENTIFICATION USE CASE
Field technicians often encounter parts they cannot identify by number — especially on older equipment. With the 3D Catalog, the Parts Manager (or a Technician with the add-on) can visually identify the part in the exploded view and get the exact part number and stock status in seconds.

Purchase Orders & Receiving

AUTO PO GENERATION

System generates a PO recommendation when stock hits reorder threshold. Parts Manager approves with one tap.

VENDOR MANAGEMENT

Vendor list with lead times, contact information, and part-to-vendor mapping.

RECEIVING WORKFLOW

Received stock confirmed by Parts Manager — quantity, condition, and location. Stock incremented immediately.

DISCREPANCY HANDLING

If received quantity differs from PO, a discrepancy record is created and linked to the PO for vendor follow-up.

Access Summary

InventoryFULL — all warehouses, all parts, PO management
Work OrdersREAD — parts requirements and consumption context
Machine RepositoryREAD — compatible parts lookup
Vendor PricingREAD — unit costs and PO values
Fleet GPSNONE
Employee DataNONE
FinancialsPARTS ONLY — purchase costs, no revenue data