Tageur

Parts Management

Track spare parts inventory, monitor usage, and link parts to assets for complete maintenance records.

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build Understanding Parts

Parts in Tageur represent spare parts, consumables, and inventory items used for maintaining your assets. Track quantities, costs, and usage to optimize inventory levels.

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What Makes a Part?

Every part has:

  • Basic Information: Name, part number, description, manufacturer
  • Inventory: Quantity on hand, location, reorder point
  • Cost: Unit cost and total value
  • Asset Links: Which assets use this part
  • Usage History: When and where parts were used
  • Vendor Info: Supplier contact and ordering details

Types of Parts

settings Replacement Parts

Components that wear out and need periodic replacement (filters, belts, batteries)

water_drop Consumables

Items used during maintenance (oil, grease, cleaning supplies)

handyman Repair Parts

Components for fixing breakdowns (circuit boards, motors, pumps)

precision_manufacturing Critical Spares

High-value or long lead time parts kept in stock for emergencies

add_circle Adding Parts

Creating a Single Part

  1. 1. Navigate to Parts

    Click "Parts" in the main navigation menu

  2. 2. Click "New Part"
  3. 3. Fill in Part Information

    Name: Descriptive name (e.g., "HVAC Air Filter 20x25x1")
    Part Number: Manufacturer or internal part number
    Description: Additional details or specifications
    Manufacturer: Who makes this part

  4. 4. Set Inventory Levels

    Quantity: Current quantity on hand
    Location: Where the parts are stored
    Reorder Point: Minimum quantity before reordering
    Reorder Quantity: How many to order when restocking

  5. 5. Add Cost Information

    Unit Cost: Cost per part
    Total Value: Automatically calculated

  6. 6. Add Vendor Details (Optional)

    Supplier name, contact info, ordering details

  7. 7. Save the Part

    Click "Create Part"

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Pro Tip: Part Numbering

Use manufacturer part numbers whenever possible. This makes reordering easier and prevents confusion between similar parts. If no manufacturer number exists, create a consistent internal numbering system.

inventory Inventory Tracking

Keep accurate counts of your spare parts inventory and know when to reorder.

Adjusting Inventory

Adding Stock:

When you receive new parts, update the quantity on the part detail page. The system records who made the change and when.

Using Parts:

When parts are used during maintenance, record the usage by linking the part to a task or asset. Inventory automatically decreases.

Manual Adjustments:

For inventory corrections or cycle counts, use the "Adjust Quantity" button. Add notes explaining the reason for adjustment.

Inventory Locations

Track where parts are stored for quick retrieval:

  • Warehouse: Main storage facility
  • Shop Floor: Production or work area
  • Service Truck: Mobile inventory for field technicians
  • Site Storage: Parts stored at specific job sites
  • Custom Locations: Define your own storage locations
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Multi-Location Inventory

If you store the same part in multiple locations, create separate part entries for each location or use the location field to track different bins/shelves.

Inventory Value

The Parts page shows total inventory value calculated from quantity × unit cost. Use this to:

  • • Track capital tied up in inventory
  • • Monitor inventory investment trends
  • • Identify high-value parts for extra security
  • • Support financial reporting and budgeting

link Linking Parts to Assets

Link parts to assets to track which parts are used for which equipment. This creates a complete maintenance history.

How to Link Parts

Method 1: From Asset Page

  1. 1. Open the asset detail page
  2. 2. Scroll to "Associated Parts" section
  3. 3. Click "Add Part"
  4. 4. Select the part and quantity used
  5. 5. Add notes about the installation or usage

Method 2: From Task

  1. 1. When completing a maintenance task
  2. 2. Add parts used during the work
  3. 3. Parts automatically link to both the task and asset
  4. 4. Inventory is automatically reduced

Method 3: From Part Page

  1. 1. Open the part detail page
  2. 2. Click "Record Usage"
  3. 3. Select which asset used this part
  4. 4. Enter quantity and date

Benefits of Linking

Complete History

See all parts ever used on an asset

Accurate Costs

Track total maintenance costs per asset

Usage Patterns

Identify which parts are used most often

Better Planning

Predict future parts needs based on history

analytics Usage Reports

Generate reports to analyze parts usage, identify trends, and optimize inventory levels.

Available Reports

timeline

Parts Usage Over Time

See which parts are used most frequently and when. Identify seasonal patterns or trends.

inventory_2

Parts by Asset

View all parts used for a specific asset. Calculate total parts cost per asset.

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Cost Analysis

Track parts spending by category, asset, or time period. Identify cost savings opportunities.

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Low Stock Alert

List all parts below their reorder point. Plan purchases to maintain adequate stock.

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Fast/Slow Movers

Identify which parts turn over quickly vs. sit in inventory. Optimize stock levels.

Generating Reports

  1. 1. Go to Parts → Usage Reports
  2. 2. Select Report Type

    Choose from the available report templates

  3. 3. Set Date Range

    Filter by specific time period (last month, last year, custom range)

  4. 4. Apply Filters (Optional)

    Filter by part category, asset, location, or other criteria

  5. 5. Generate and Export

    View online or export to Excel for further analysis

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Using Reports for Optimization

  • • Review fast movers monthly to ensure adequate stock
  • • Identify slow movers and reduce stock to free up capital
  • • Analyze seasonal patterns to plan purchases ahead
  • • Compare actual vs. expected usage to spot inefficiencies

cloud_upload Bulk Import Parts

Import your entire parts catalog from an Excel spreadsheet.

Import Process

  1. 1. Download the Template

    Go to Parts → "Download Template"

  2. 2. Fill in Part Data

    Add one part per row with all required fields:
    • Name
    • Part number
    • Quantity
    • Unit cost
    • Location
    • Reorder point (optional)

  3. 3. Upload the File

    Click "Bulk Import" and select your Excel file

  4. 4. Review and Confirm

    Check for errors or warnings, then confirm

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Import Tips

  • • Part numbers must be unique across your company
  • • Quantity and cost must be numeric values
  • • Don't include currency symbols ($) in cost fields
  • • Use decimal points for fractional quantities (2.5, not 2,5)
  • • Test with 5-10 parts first before importing hundreds

Export Parts

Export your parts inventory to Excel for backup, reporting, or sharing:

  1. 1. Go to Parts page
  2. 2. Apply filters if needed (by location, category, etc.)
  3. 3. Click "Export"
  4. 4. Download Excel file with all part data

notification_important Reorder Alerts

Never run out of critical parts. Set reorder points to get automatic alerts when stock is low.

Setting Reorder Points

For each part, set two values:

  • Reorder Point:

    Minimum quantity before reordering. When stock falls to this level, you'll get an alert.

  • Reorder Quantity:

    How many to order when restocking. This should bring you back to optimal inventory level.

Calculating Reorder Points

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Formula:

Reorder Point = (Average Daily Usage × Lead Time) + Safety Stock

Example:

  • • You use 5 filters per week (0.7 per day)
  • • Vendor lead time is 7 days
  • • You want 2 weeks safety stock (10 filters)
  • • Reorder Point = (0.7 × 7) + 10 = 15 filters

Receiving Alerts

When parts reach their reorder point:

  • • Email notification sent to inventory managers
  • • Part highlighted in red on Parts page
  • • Appears in "Low Stock" report
  • • Dashboard widget shows parts needing reorder
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Best Practices

  • • Set higher reorder points for critical parts
  • • Review and adjust reorder points quarterly
  • • Account for vendor lead time and reliability
  • • Consider seasonal usage patterns
  • • Group orders from the same vendor to save shipping
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