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Catalog

Overview of the Catalog page and when to use Catalog vs Inventory

Updated over a month ago

Parts Catalog Overview

The Parts Catalog is a complete historical record of every part your shop has ever purchased โ€” whether it was stocked in inventory or special-ordered directly for a work order. Unlike the Inventory page, which shows only items currently on hand, the Parts Catalog serves as a permanent reference database.


What the Parts Catalog Shows

Each catalog entry displays:

  • Description & Part Number: Basic identifying information for the part.

  • Categories: The category assigned to the part (e.g., brakes, electrical). This determines pricing behavior when used on work orders.

  • Locations Purchased In: For multi-location shops, the catalog shows the locations where the item was purchased or used.

  • Purchase History: Expanding an item shows:

    • Vendor invoice number

    • Cost at the time of purchase

    • Quantity received

    • Whether any stock remains

  • Linked Vendor Invoices: Each part purchase links directly to the vendor invoice for warranty or reference.

    Difference Between Inventory and Catalog

Inventory

  • Shows only what you currently have in stock

  • Tracks quantities, average cost, min/max

Parts Catalog

  • Stores every part that has ever existed in your system

  • Includes special-order vendor parts not stocked in inventory

  • Shows complete purchase history
    โ€‹


When to Use the Parts Catalog

Use the catalog when you need to:

  • Look up a part purchased years ago

  • Find the vendor invoice for warranty or returns

  • See how many times a part has been purchased

  • Determine past pricing or cost changes

  • Trace vendor sourcing by location


Summary

Additional Visibility for Inventory Items

For inventory items, you now have direct access to sales history from the Inventory view.

If you navigate to the Parts tab and go to the Inventory section, youโ€™ll see a Part History icon next to each part name. Clicking this icon shows:

  • When the part was sold

  • The work order(s) it was sold on

This makes it easy to trace inventory movement from purchase through sale without needing to search manually.


Q: Can I see what work order a special-order part was sold on?

A: Yes. If a part was purchased directly on a work order, the vendor bill is tied to that work order. You can view the sale of the part through the hyperlink in the delivery or vendor invoice record.


Q: Can I see what work order my inventory was sold on?

A: Yes. Inventory sales history is now available.
From Parts โ†’ Inventory, click the Part History icon next to the part name to see when the part was sold and which work order(s) it was sold on.


Q: I want to see sales history of when a part was sold, not when it was bought. Is that possible?

A: Yes. This is now supported for inventory items.
Using the Part History icon in the Inventory section, you can view the sales history, including the date sold and associated work order(s). This allows you to track how inventory is being used over time, not just when it was purchased.


Notes

  • Distinction remains:

    • Catalog = historical purchase record

    • Inventory + Part History = sales tracking

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