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How to add Parts / Stock Items to Inventory

Adding a new part/item/material to the Inventory in Auxo Workshop

✨ Step 1: Open the Add Part Screen

  • Go to Inventory → Parts from the side menu

  • Click + New Part to open the Add Part screen


🔍 Step 2: Choose Part or Tyre

At the very top, select what you’re adding:

  • Part – for general stock items

  • Tyre – for tyres (shows tyre-specific fields)


🛞 What’s different when Tyre is selected?

  • The Description field disappears.

  • Extra tyre fields appear: Tyre Width, Tyre Profile, Rim Dia, Load Index, Speed Index.

  • Auxo Workshop automatically builds the description using these tyre fields plus the Brand.

Example:


Width 195, Profile 65, Rim Dia 17, Load Index 91, Speed Index W, Brand Bridgestone Turanza Serenity Plus
Description becomes:
195/65R17 91W Bridgestone Turanza Serenity Plus


🧾 Step 3: Fill in the Details

Complete the fields shown on screen. Some fields only appear when Tyre is selected.

  • Part No/Code* – Enter a unique code or part number. (Cannot be edited later.)

  • Tyre-specific fields (only visible when Tyre is selected):

    • Tyre Width

    • Tyre Profile

    • Rim Dia

    • Load Index

    • Speed Index

  • Retail Price (Excl. GST) – Type the retail price, or turn on Calculate retail price based on pricing matrix to auto-calculate.

  • Description – Add a clear description of the item. (Hidden for tyres because the system builds it automatically.)

  • Category* – Choose the correct category.

  • Supplier – Select from your supplier list.

  • Barcode – Enter the barcode for faster scanning in the mobile app.

  • Supplier Code – Add the supplier’s part number or unique code.

  • Last Cost – Enter the last purchase cost (excl. tax). Updates automatically after each order.

  • Average Cost – Shows the average purchase cost. Editable only when no stock exists.

  • Tick Stocked to enable inventory tracking. Fields only visible if you tick Stocked:

    • Unit of Measure* – e.g., Each, Box.

    • Bin Location – Where the item is stored.

    • The following fields will also display for stocked parts but only when editing an existing part, they do not appear when adding a brand new part:

      • Quantity on Hand – Current stock on hand.

      • Quantity on Job – Parts allocated to jobs (not yet invoiced).

      • Quantity on Order – Parts on unfinalised purchase orders.

    • *See further below for detail on How Stocked vs Non-Stocked Parts Behave

  • Notes – Internal notes for your team.

📝 Notes:

  • Part No/Code: Once a part has been created, you can no longer edit the Part Number / Code.

  • Part Categories: You can manage parts categories in Settings → System Configuration → Categories. You can add your own categories; system defaults can’t be edited or deleted. See Setup – Parts Categories.

  • Deleting Parts: You can delete a part only if it has never been used in any transaction. If it has history, merge it into the correct part (or archive if available). See Merge and Delete Parts.


📦 How stocked vs non‑stocked parts behave

Parts can exist in your Parts List without being treated as stock.

  • Stocked parts track quantity on hand and inventory value

  • Non‑stocked parts do not track quantity or inventory value

This distinction affects what happens later:

  • Stocked parts, and parts received on a Purchase Order linked to a job, can create inventory and COGS journals (when enabled in Xero settings)

  • Parts that are not marked as Stocked and are added directly to a job do not create inventory or COGS journals

This behaviour is expected and allows you to list commonly used items without managing stock levels.


✅ Step 4: Save the Item

Click Save to finalise. Once saved, the item can be added to Jobs, Invoices, and Purchase Orders, and details will auto-populate from Inventory.

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