Bulk Manage Parts & Inventory

You can update multiple parts at once by using the Bulk Manage Parts tool in Fleetio. This includes changing the part’s status or quantity, making it easier and faster to manage your inventory. 

Bulk Manage Parts

Parts are managed by location. To find the Bulk Manage Parts tool:

1. Click Parts & Inventory in the sidebar navigation.
2. Select the Bulk Manage Parts tab.
   
3. Pick the location that you want. Note that:
   1. Parts are managed by location, so you need to find where that part is assigned.
   2. The Bulk Manage Parts tool opens to the first location in your list, which is arranged in alphabetical order.
      

Changes to parts are saved automatically and within seconds. The following indicates a save's status: 

• Saving… appears at the top while a save is happening. 
• All changes saved appears at the top when the save is done. 
• Save failed shows in any row that fails to save a change.

View Active and Inactive Parts

Parts can either be:

• Active (currently stocked)
• Inactive (not currently stocked)

You can filter by these statuses to find only active or inactive parts within a location.

Activate or Deactivate Parts at a Location

The processes for activating or deactivating parts are almost identical. 

However, it’s important to know that deactivating a part:

• Sets that part’s inventory to 0
• Stops any tracking for that part
• Is not available if the part is associated with either a Work Order or Purchase Order

To change a part’s status: 

1. Select the status filter dropdown. 
2. Choose your status (Active or Inactive) and then click Apply.
3. To update a part's status, either:  
   1. Change one at a time by selecting the Active? toggle to the right of the part. 
      
   2. In bulk, by:
      1. Checking the box to select all parts on the page.
         
      2. Optional: select all parts in that location or de-select any parts you don’t want to update. 
      3. Open the Actions dropdown and click either Activate or Deactivate. 
         
4. If deactivating parts, confirm that you want to erase any current inventory and stop tracking the part.  

If you choose to bulk update, this process may take a few minutes, and you cannot make any changes to the parts at this Location until it completes. 

Update Part Quantities

You can track and adjust inventory for any active part; however, this is not available for inactive parts. 

1. Filter to show only Active parts. 
2. Check that Track Inventory is turned on for any part that you want to update; you cannot update the quantity for a part when tracking is disabled. 
   
3.  Enter the quantity in Current Qty. This represents the total quantity of this part for a specific Location.
   

Review Inventory Activity

To view a log of all of the changes to a Part's inventory: 

1. Click on a Part in the list, which opens the Part Detail Page in a new tab. 
2. Navigate to:
   1. Inventory Activity to view changes to the inventory. 
      
   2. Work Order Activity to view Work Orders where this Part was used. 

Print the Bulk Update Worksheet

If you want to manage your inventory by hand, click Print Worksheet. This prints out your:

• Location
• Parts
• Part quantities
• Part status (active or inactive)
• Filters 

Once you complete your inventory, you can update the numbers in Fleetio.