Issuing & Returning Parts

You can issue parts to an asset or work order in the SOMAX system. Issuing parts refers to the process of distributing these parts from inventory for maintenance, repairs, or assembly of machinery/assets. Being able to efficiently issue parts is important in minimizing asset downtime and improving inventory accuracy. 

Returning parts, is the reverse, and involves moving a part that was issued to an asset or a work order back into inventory. This often happens when a mechanic does not use all of the parts they issued out for a work order. Returning unused Parts is critical in maintaining inventory accuracy and reducing overstocking of inventory parts.

Note that when you issue and return parts, SOMAX will automatically add or remove those part issued quantities from the part and asset's information. For example, if you issue a part to an asset, SOMAX will automatically add that part to the asset's information. If you would Not like SOMAX to automatically build your asset and part list, select No Asset/Part Cross Reference when editing the part or asset. For more help with this, see Linking Assets and Parts.

This article should describe how to issue/charge and return parts to an asset or work order.

Issuing Parts

1. From the left sidebar, select Inventory and then Checkout.
2. Make sure you're set on the Issue Parts page.
3. Fill out who's issuing the part, where you'd like to charge it to, which part you want to issue, and the quantity of parts you're issuing. These are all required fields, though you may add additional comments. 
4. Select +Add
5. Issue as many parts as you would like by repeating the steps. 
6. Once you are done, select Confirm.

Returning Parts

1. From the left sidebar, select Inventory and then Checkout.
2. Make sure you're set on the Return Parts page.
3. Fill out who's returning the part, from where it's being returned from, which part you want to return, and the quantity of parts you're returning. These are all required fields, though you may add additional comments. 
4. Select +Add
5. Return as many parts as you would like by repeating the steps. 
6. Once you are done, select Confirm.