Notes

Adding Notes to  Parts

SAM’s Parts Module allows users to attach detailed notes to individual parts, providing a valuable way to record additional information that enhances communication, streamlines operations, and supports better decision-making. This feature is especially useful for managing complex or unique parts that require special handling or considerations beyond the standard item description.

Key Benefits of Adding Notes to Parts

  1. Special Instructions: Document specific storage, handling, or usage requirements such as temperature control, safety precautions, or compatibility considerations.
  2. Quality Control: Record any quality-related concerns, inspection findings, or batch-specific issues to maintain high standards and ensure compliance.
  3. Vendor Information: Keep track of supplier details, including contact information, lead times, and any special ordering instructions to improve procurement efficiency.
  4. Internal Communication: Share critical updates with team members, such as potential issues, upcoming replacements, or preferred substitutions, ensuring smooth warehouse operations.
  5. Tracking Changes: Log modifications made to a part, such as repairs, upgrades, or alterations, helping maintain an accurate history of the part’s lifecycle.
  6. Customer-Specific Details: Include notes related to customer orders or specific requirements for tailored service and improved customer satisfaction.

How to Add Notes to a Part

  1. Navigate to the Parts Module and select the desired part.
  2. Click on the “Notes” tab to open the Notes popup window.
  3. Enter the relevant details in the provided text fields.
  4. Click “Save” to store the notes, which will then be available for future reference by authorised users.

By leveraging the Notes feature in SAM’s Parts Module, businesses can ensure that all relevant information is well-documented, easily accessible, and effectively utilised to optimise inventory management.

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