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Manage Parts/Inventory

This article explains how your team admin can add and manage your teams parts/inventory:

    • Adding Parts/inventory 
    • Import Parts/inventory 
    • Update parts/inventory quantities 
    • Bulk update parts/inventory quantities 

    Invite your team to join UpKeep

    Click to enlarge 

    1. Access your User settings by selecting People & Teams
    2. On the People & Teams page, click the "Plus Sign"
    3. Add New People
      • Enter the user’s email address
      • Enter the user's password 
      • Select User's Account Type 
    4. Click Add User(s)

     

    Not sure what roles are right for your team? Check out UpKeeps different User Roles


    Create a team on UpKeep

    1. Access your User settings by selecting People & Teams
    2. On the People & Teams page, click the "View Teams"
    3. On the Teams Overview, click the "Plus Sign"
    4. Add a new team
      • Enter the team name
      • Enter the team description
    5. Click Add Team
    6. On the Teams Overview page, select the new "Team"
    7. On the Edit Team Users page, select people to add to the team 
    8. Click the "Check Mark" in the top right corner to save

    Need more information on adding teams? Schedule a call with one of our Customer Success team members


    Update parts/inventory quantities

    1. Access your parts/inventory settings by selecting Parts/Inventory

    2.  
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    4. Access your User settings by selecting People & Teams

    5. Click the desired user you'd like to change their account type
    6. Under "Account Type" select the new account type

     


    Bulk update parts/inventory cost, quantities, and minimum quantities 

    1. Access your parts/inventory settings by selecting Parts/Inventory

    2. Click "Export Parts" to download your current parts/inventory (you will extract the Part ID and Part Name from this sheet) 

    3. Click "Update Parts" 

    4. On the Update Parts page, select "Download Sample Template"

    5. Open the CSV Template "update parts" on this sheet you will need to update the following columns. 

      1. Parts ID (Copy and paste from your Exported Parts CSV)

      2. Part Name (Copy and paste from your Exported Parts CSV)

      3. Update parts/inventory cost, quantities, and minimum quantities

    6. Save "Update Parts"  as a CSV. 

    7. On the Update Parts page, select "Upload CSV"

    8. Select "Update Parts" CSV with updated data. 

     

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