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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 over a week ago

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.

"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

Determine the default user or team assigned to part threshold tasks by clicking the blue text under "Threshold Tasks assigned to."

In the new window, select the desired user or team.

Any changes here will override existing threshold assignments. If you want to maintain threshold assignments for specific parts, make note of those parts and re-assign the threshold tasks in the part card.

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."

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.

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.

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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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