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Global & Location-Based Part Settings
Global & Location-Based Part Settings

Configure Account-Wide and Location-Based Settings for Your Parts Inventories

Rachel Link avatar
Written by Rachel Link
Updated this week

Overview

Limble offers account-wide and location-based settings to setup your part inventories based on your organization's needs.

This article covers the part settings available from the Manage Parts page and on the Settings page.

Table of Contents

Location-Based Part Settings

To manage your location-based part settings, navigate to the Manage Parts page.

From the toolbar, click "Settings."

In the new window, you'll be able to configure settings for your inventory at this location.

"Require Unique" Settings

We typically recommend keeping the "Require Unique..." settings enabled. This will require new parts to have unique part names and numbers respectively to avoid duplicate parts.

"Require Unique Part Names" will require that every part has a unique name.

If this setting is enabled, a user will receive an error message if they attempt to create a part with the same name as an existing part in your inventory.

"Require Unique Part Numbers" will require that every part has a unique number.

If this setting is enabled, a user will receive an error message if they attempt to enter a value in the "Part Number" field that is identical to an existing value on another part.

(Note: you cannot enable "Require Unique..." settings if duplicate part names or numbers already exist in your inventory. Make sure to check for duplicates and change those values before enabling these settings.)

PO Settings

You can auto-populate custom field values in the description field of your purchase orders. This ensures pertinent information is visible in your PO without having to manually add it from the part card.

To do this, under "Set a description for parts listed in POs" click "Set Info."

In the new window, select which custom field values you want to include in the description field. You can select multiple custom fields.

The example section shows you what the field will look like in your POs.

Once set, the value the selected field(s) will display in the description field of your POs at this location.

Threshold Task Settings

Limble offers settings to customize threshold tasks, including:

  • Who threshold tasks are assigned to

  • When they will be due

  • If they are considered "planned" or "unplanned" tasks

  • If they are completed manually or automatically when a PO is started within a threshold task.

Learn how to configure and use threshold settings here.

Your selections are the default settings for all parts at this location, but can be changed after tasks generate. Unique selections can also be made in individual part settings.

Global Part Settings

Super Users can configure part settings to apply across all locations in your account.

Navigate to the Configuration tab on the Settings page. Scroll down to "Part Settings."

LIFO/FIFO

The "Parts Consumption" dropdown determines the order that parts are consumed.

From the dropdown, choose one of the following options:

  • "FIFO" (first in, first out) means that the oldest parts in your inventory will be used first.

  • "LIFO" (last in, first out) means that the newest parts in your inventory will be used first.

  • You can let the user pick by selecting the option "Let the User Pick."

This can impact the overall value of your inventory. For example, if you purchased less expensive parts more recently and used LIFO, your inventory value would be more expensive than if you used FIFO -- because you would be consuming the cheaper parts first.

Require Reason for Lowering Part Qtys

You can require users to enter a reason why they're manually changing part quantities.

In the dropdown under "Require a reason for manually lowering part quantities," select "Enabled."

When a user attempts to change the value of a part quantity, they will now be required to submit the reason.

Use Unit of Measure

Enterprise customers can use Unit of Measure to seamlessly manage stocking parts and buying them in bulk.

Super Users enable/disable this feature by clicking the checkbox "Use Unit of Measure."

Then, confirm the choice in the new window.

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Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.

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