Parts Management 101 with MaintainX
Learn Parts Management 101 in MaintainX: how to digitize inventory, run cycle counts for accuracy, and restock parts using real-time data and purchasing workflows. In this webinar, Mary (Enterprise Customer Success Manager) and Anoa (Product Education Specialist) cover the full parts management lifecycle—from the fundamentals all the way through real MaintainX workflows and best practices. This session covers: What Parts Management Is Parts management is the practice of tracking and controlling inventory so you can optimize availability of parts needed to maintain equipment—while preventing overstock, reducing downtime, and managing cost. Parts Digitization • Creating digital records for parts inventory • Linking parts to work orders to track usage in real time • Adding cost, quantity, minimum stock thresholds, and locations • Standardizing naming conventions and storage “areas” (bins/shelves) • Adding vendor + vendor part number for streamlined purchasing • Using QR codes for fast part selection and fewer mistakes • Bulk import options for large inventories Cycle Counts • What cycle counting is and why it improves accuracy • Creating recurring schedules based on part type and location • Blind counts by hiding on-hand quantity to prevent bias • Tracking progress, reviewing count variances, and exporting reports • Using variance trends to identify the root causes of discrepancies Restocking Parts • Understanding units in stock vs minimum in stock vs available quantity • Restocking via quick adjustments, purchase orders, and fulfillment • Creating purchase orders from “Needs Restock” inventory filters • Tracking PO status (pending, approved, partially fulfilled, complete) • Viewing part transactions to analyze inflow/outflow trends • Multi-org part transfers across facilities (enterprise capability) Live Q&A includes: • Why next cycle counts appear immediately (and how start dates fix it) • How to set low-stock notifications for critical parts • How to track expiration dates with custom fields • How to ensure cycle counts return the right location/segment If you’re ready to build a cleaner, more accurate parts operation—and reduce downtime caused by inventory blind spots—this webinar will show you the system. ------------------------------------------------------------------------------------- Visit us on the web: https://www.getmaintainx.com/?utm_sou... Download MaintainX from the App Store and Google Play for free and see why our app is the top-rated maintenance management app today! App Store: https://apps.apple.com/us/app/maintai... Google Play: https://play.google.com/store/apps/de...

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