--- title: "Set Up Inventory" slug: "set-up-inventory" updated: 2024-01-10T20:18:41Z published: 2024-01-10T20:18:41Z canonical: "help.cenpoint.com/set-up-inventory" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.cenpoint.com/llms.txt > Use this file to discover all available pages before exploring further. # Set Up Inventory This article will cover the steps to setting up inventory. 1.Watch the Inventory Intro Videos [Inventory Intro Videos](https://help.cenpoint.com/docs/en/inventory-intro-videos) After watching the initial videos follow the steps for setting up inventory. 2. Define Parts Categories File-> List Management-> Inventory-> Parts Categories Add your Parts Categories ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image(1).png) Click Modify on a category to add Subcategories ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image(2).png) 1. Define Manufacturers Go to: File-> List Management-> Inventory->Manufacturers. Use the link for instructions to Define Manufacturers [https://help.cenpoint.com/docs/en/manufacturers](https://help.cenpoint.com/docs/en/manufacturers) 4.Define Vendors Go to: File-> List Management-> Vendors. Use the link for instructions to Define Vendors [https://help.cenpoint.com/docs/en/vendors](https://help.cenpoint.com/docs/en/vendors) 5.Define Warehouse Go to: File-> List Management-> Warehouse. Use the link for instructions to Define Warehouse [https://help.cenpoint.com/docs/en/warehouses](https://help.cenpoint.com/docs/en/warehouses) 6.Define Vehicles Go to: File ->List Management-> Vehicles-> check can have inventory. Use the link for instructions to Define Vehicles [https://help.cenpoint.com/docs/vehicle-settup](https://help.cenpoint.com/docs/vehicle-settup) 7.Add Parts If you have an Excel file with your parts using the One-Time Conversion may be beneficial. Go to File→Utilities→One Time Conversion Utilites→Import from Excel→ Import Inventory ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/Untitled(50).jpg) Add in a Part Number, Description, Category, and Sub Category ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image(3).png) Decide if this is a Serialized Part Once you decide to serialize a part it cannot be undone. Only serialized parts can track Usage. ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image(4).png) Expected usage on a one time use part would be 1 Each and would not be serialized. ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image(5).png) A serialized part expected usage will be tracked on the Field Ticket and will be retired, (the serial number of that specific part) when it reaches expected usage. ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image(6).png) If you need to add or change the Units of Measure, go to File→ List Management→ Picklist Data ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image(7).png) Add in the ‘Quantity Desired’, ‘Reorder At’ and ‘Order in Group Of’ Fields *If the header of the column is in bold you are able to type in that field ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image(8).png) Under the Sale Price Tab you may add a price. This is only used if you pass the price on to the customer when this part is used. If the part is already priced into the quote, task, etc… this can be left blank. ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image(9).png) Under Vendor/Manufacturer Select the Vendor and click Modify to add in the cost for the part from the Vendor. ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image(10).png) 8.Order Parts from Vendor You can only increase your inventory through a Purchase Order. The quantity on hand can be decreased manually by clicking on the Misc. button and adjust quantity on hand(non-serialized) Pricing is FIFO (First In First Out) if you are seeing a part show a different price than the Last Cost, it may be because it is still using inventory from a previous purchase price. Example: You bought 10 sets of gloves for $12.00 each, and you have 2 in your inventory, and decide to buy another 10, but now the price is $15.00 each. The last 2 sets of gloves bought at $12.00 need to be consumed before the $15.00 price will show for the next set of 10 gloves. Use the link for instructions to Create a P.O. [https://help.cenpoint.com/docs/order-parts](https://help.cenpoint.com/docs/order-parts) 9.Receive Parts from Vendor and Initial Inventory without a P.O. Receive parts from a Vendor without a P.O. is what you would use to set up your initial inventory for parts that do not have a P.O. Use the link for instructions to Receive Parts:[https://help.cenpoint.com/docs/en/receive-parts](https://help.cenpoint.com/docs/en/receive-parts) 10.Transfer Parts Once you have received or entered all your parts you may need to transfer them to different warehouses or trucks that can have inventory. Use the link for instructions to Transfer Parts:[https://help.cenpoint.com/v1/docs/transfer-parts](https://help.cenpoint.com/v1/docs/transfer-parts)