Managing Parts

Equipment Maintenance Training
Reading Time:
4 min read

Parts Management gives your team one place to track stock, requests, and orders. It helps you see what parts are on hand, what has been requested, and what is still on the way, so maintenance work is easier to plan and follow.

Overview

Use Parts Management to follow the full parts workflow in CLUE, from inventory through request and order status. If you need to check stock in more detail, use Viewing Parts Inventory. If you are following orders after they are placed, Managing Parts Orders is the next step.

Parts Dashboard

The Parts Dashboard is where you manage parts activity across the maintenance workflow. From here, you can switch between inventory and requests, review status, and take action when parts need to be ordered or received.

Go to Maintenance > Parts Management to open the parts module.

Parts Status Cards

At the top of the page, status cards give you a quick view of open parts activity. These cards help your team see what needs attention first.

The four main status cards are:

  • Breakdown - equipment is down and waiting for parts
  • Requested - parts have been requested but not ordered yet
  • Ordered - parts have been ordered from the vendor
  • Delivery Scheduled - parts are in transit and expected soon

Click any card to filter the table by that status.

Header Actions

The top of the page includes the main actions your team uses most often. These tools help you search, filter, and move parts through the process faster.

Header actions include:

  • Search - find parts requests by asset or part name
  • Filters - narrow results by status, date, or other criteria
  • Order - create a purchase order
  • Delivery - log a parts delivery
  • New Request - create a new parts request

If a needed part is not in stock, you can also start that process from Creating Parts Requests.

Tabs

Parts Management is split into two main tabs. Each tab focuses on a different part of the workflow.

  • Requests & Orders - track active requests and orders
  • Inventory - view parts currently in stock

Use Requests & Orders when you want to follow parts that are still moving through the process. Use Inventory when you want to check stock already on hand.

Parts Table

The table gives a quick summary of each part record so you can review status without opening every item. This makes it easier to scan parts activity and spot what needs follow-up.

The table shows:

  • Parts - part name with icon
  • Part Number - manufacturer part number
  • Qty - quantity requested
  • Unit Price - cost per unit
  • Status - current status, such as Used, Requested, or Ordered

If you are focused on stock levels instead of requests, Viewing Parts Inventory shows the inventory view in more detail.

Tips

A few simple habits can make Parts Management more useful and keep your records cleaner over time.

  • Link parts to work orders so repair costs stay accurate
  • Mark equipment as Breakdown when the job is waiting on parts
  • Check the Inventory tab before creating a new request
  • Keep inventory counts up to date so stock levels stay reliable