Course Code: INV-03
Goal: Gain full control of your part catalog to ensure accurate material tracking, smooth procurement, and clean project cost visibility.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate (Ideal for warehouse managers, estimators, project managers)

Resources Provided:

• Parts Management Quick Start Guide
  
• Parts Import Template (Alps Format)
  
• Part Types and Taxability Reference Chart
  
• Document Association to Parts Best Practices

Learning Objectives

By the end of this session, participants will be able to:

• Create new parts manually and through Alps imports.
  
• Set and manage part types (Inventory, Labor, Overhead, Non-Inventory).
  
• Assign default vendors and lead times to streamline purchasing.
  
• Define taxable vs. preferred parts for financial tracking.
  
• Attach critical documents to parts (datasheets, installation guides, warranties).

Session Agenda

INV3.1 Creating New Parts Manually and via Alps Import

• Step-by-step manual part creation.
  
• Required fields: Part Number, Description, Cost, Unit of Measure.
  
• Using the Alps Import Template:
  
• Preparing bulk upload files.
  
• Mapping fields correctly.
  
• Validating data during import.

INV3.2 Setting Part Types: Inventory, Labor, Overhead, Non-Inventory

• Purpose of each part type in tracking project costs:
  
• Inventory: Stock-managed items.
  
• Labor: Labor cost codes tied to projects.
  
• Overhead: Indirect costs.
• Non-Inventory: Drop-ship or vendor-managed items.

INV3.3 Assigning Default Vendors and Lead Times

• Linking a part to its default supplier(s).
  
• Inputting typical lead times to help schedule material procurement accurately.

INV3.4 Understanding and Setting Taxable and Preferred Parts

• Defining parts as taxable vs. non-taxable based on:
  
• Location of sale
  
• Type of service/project
  
• Setting "Preferred" flags for high-usage or standardized parts.

INV3.5 Associating Documents to Parts for Easy Reference

• Uploading datasheets, warranty cards, installation instructions.
  
• Linking documents for technician and project manager access in the field.

Hands-On Preview (Optional if time allows)

• Create a part manually.
  
• Import a batch of parts using the Alps template.
  
• Link a document to a part profile.

Post-Session Action Items

• Audit existing parts for missing classifications or vendor links.
  
• Import new parts for upcoming projects.
• Standardize document attachment practices.

Note: When scheduling, make sure to include this session code: INV-03

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