Inventory Page Overview
The Inventory page shows all stocked parts your shop currently has on hand. It includes quantities, bin locations, vendors, pricing, and cost information. This page is used by the parts department to manage physical inventory, maintain min/max levels, restock parts, and ensure accurate pricing.
What the Inventory Page Shows
Each inventory item displays:
Description: The name of the part as it appears in your system.
Part Number: The item’s unique identifier or manufacturer number. Used for ordering, searching, and tracking.
Category: Each part belongs to a category (e.g., brakes, engine, electrical). Categories determine which pricing matrix is applied.
Manufacturer: Optional identifier for the brand or maker of the part.
Primary Vendor: The vendor the shop normally purchases the item from.
(Used for restocking and price reference.)Grid / Bin Location: A physical storage location in your shop’s parts room (e.g., B11). Helps staff find parts quickly.
Average Cost: The weighted average cost of the part, updated using a FIFO (first-in, first-out) method. This cost changes over time as new stock is purchased at different prices.
Sell Price: The retail price automatically calculated using the pricing matrix tied to the part’s category.
If the price is manually overridden, the field turns green.Core: If a part includes a core charge (e.g., remanufactured calipers), the core value appears here.
Quantity On Hand: How many units the shop physically has available.
Min / Max Levels: Inventory thresholds set by the shop:
Min = When quantity drops below this number, the part should be reordered.
Max = The preferred maximum stocking level.
Color indicators:
Green = Quantity is between min and max
Orange = Above max
Red = Below min
Cycle Counting Inventory
The inventory page supports cycle counting, allowing staff to quickly correct quantity discrepancies.
How to Cycle Count:
Click the three dots (…) in the header section
Select Cycle Count.
Enter the correct quantities for one or multiple items.
Save the updates — the system shows the adjustments made.
Additional features:
You can cycle count filtered lists (e.g., specific bin locations).
A print option is available so techs can walk through the parts room and record counts manually.
Understanding Average Cost (FIFO)
Average cost adjusts based on actual purchase history.
Transcript example:
Buy 5 parts at $10
Buy 5 more at $20
Average cost becomes $15
When selling parts, the system removes the oldest stock first (FIFO), updating the remaining average cost.
This protects shops from:
Outdated pricing
Cost fluctuations
Incorrect margin calculations
Sell Price and Price Overrides
Sell price is normally calculated automatically using the pricing matrix assigned to the part’s category.
If a user changes the sell price manually:
The price field turns green
Removing the overridden value restores the calculated price
Min/Max Levels & Reorder Indicators
Min/max settings help maintain correct stock levels.
Indicators:
Green = within desired range
Orange = overstocked
Red = needs restocking
Filtering and Searching Inventory
You can search by:
Part number
Description
Category
Vendor
Bin location
Any keyword (global search)
Filtering allows parts staff to:
View only items below min
Filter by location
Prepare restock lists
Find misplaced stock
Catalog
The Catalog is a historical record of every part ever purchased and used. It will include all parts in you inventory and any other parts that have been used on a work order but not stored in inventory (special order parts)
When to Use Inventory vs. Catalog
A quick distinction:
Inventory
What your shop physically has in stock
Quantities, bin locations, and FIFO cost are tracked here
Parts Catalog
A historical record of every part ever purchased or used
Includes special-order parts
Shows purchase history and linked vendor invoices
Using Inventory on Work Orders
When adding a part to a work order:
If the part exists in inventory, selecting it will decrement quantity when picked.
If the part does not appear in inventory, it is treated as a vendor/special-order part.
Summary
The Inventory page is the primary tool for managing stocked parts in ShopView. It helps your shop:
Track accurate part quantities
Maintain min/max levels
Restock efficiently
Use FIFO cost for accurate margins
Locate parts quickly using bin locations
Override pricing when needed
Correct discrepancies through cycle counts
All of this ensures smoother workflow for parts staff, service advisors, and technicians, and keeps your parts department tightly organized.