Bulk Manage Parts (BETA)
The Bulk Manage Parts (BETA) tool allows you to make changes inventory changes to many parts at once. This tool is great for taking inventory on a laptop or tablet, or you can print a formatted list of parts to take inventory by hand and process the data entry in Fleetio at a later time.
PERMISSION: Owners, Admins, and Managers with "Update Inventory Quantities" and "Manage Parts" permissions at specific Part Locations can adjust inventory using the Bulk Manage Parts tool.
To access the Bulk Manage Parts tool, navigate to your main Parts list page, click the Actions button, and select Bulk Manage Parts.
NOTE: The Bulk Manage Parts tool will open the last location viewed, so be sure to verify the location tab before making adjustments.
You can bulk manage parts and inventory at each Part Location. The tabs across the top of the Bulk Manage Parts tool indicate which location for which you are adjusting inventory. You can also add a new Part Location by clicking the plus sign (+) to the right of your existing Part Locations.
Active and Inactive Parts
Parts can either be "active" (currently stocked) or "inactive" (not currently stocked) at each Part Location. Click the Active and Inactive buttons to view the respective parts at the currently-selected location. You can also deactivate all currently active parts by clicking the Deactivate All button.
Activating Parts at a Location
To activate parts at a Part Location, click the Inactive button. You can then activate parts at that location selectively using the Yes/No toggle, or you can activate all inactive parts for the location at once using the Activate All button.
NOTE: A part must be "active" at a Part Location to adjust inventory for that part.
Updating Part Quantities in Bulk
You can track inventory for all "active" parts at a location. Check the box in the "New Qty" column for each part you are adjusting inventory for, then enter the new quantities from your inventory count. Rows that have inventory adjustments will be highlighted. Scroll down and click the Save button to commit the inventory changes.
NOTE: The "New Qty" number you enter is saved as the new total quantity for that part at that location. The value is NOT added or subtracted to the current inventory amount.
A log of all inventory adjustments can be found by accessing an individual part's profile page and selecting the Activity tab.
Printing the Bulk Update Parts Worksheet
If you'd like to take inventory by hand and enter the data into Fleetio at a later time, you can print out the items on the current page by clicking the Print Worksheet button.
NOTE: The printed worksheet will be a representation of only those items on the current list you are viewing. This includes the currently viewed Part Location, the Active/Inactive selection, and any Filters.