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How to add Parts / Stock Items to Inventory

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

Updated over a week ago

โœจ Step 1: Open the Add Part Screen

  • Go to Inventory โ†’ Parts from the side menu

  • Click + New Part to open the Add Part screen


๐Ÿ” Step 2: Choose Part or Tyre

At the very top, select what youโ€™re adding:

  • Part โ€“ for general stock items

  • Tyre โ€“ for tyres (shows tyre-specific fields)


๐Ÿ›ž Whatโ€™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 โ†’
โ€‹Description becomes:
โ€‹195/65R17 91W Bridgestone Turanza Serenity Plus


๐Ÿงพ Step 3: Fill in the Details

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

  • Part No/Code* โ€“ 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) โ€“ Type the retail price, or turn on Calculate retail price based on pricing matrix to auto-calculate.

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

  • Category* โ€“ Choose the correct category.

  • Supplier โ€“ Select from your supplier list.

  • Barcode โ€“ Enter the barcode for faster scanning in the mobile app.

  • Supplier Code โ€“ Add the supplierโ€™s part number or unique code.

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

  • Average Cost โ€“ 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* โ€“ e.g., Each, Box.

    • Bin Location โ€“ 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 โ€“ Current stock on hand.

      • Quantity on Job โ€“ Parts allocated to jobs (not yet invoiced).

      • Quantity on Order โ€“ Parts on unfinalised purchase orders.

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

  • Notes โ€“ Internal notes for your team.

๐Ÿ“ 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 โ†’ System Configuration โ†’ Categories. You can add your own categories; system defaults canโ€™t be edited or deleted. See Setup โ€“ 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.


๐Ÿ“ฆ How stocked vs nonโ€‘stocked parts behave

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

  • Stocked parts track quantity on hand and inventory value

  • Nonโ€‘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.


โœ… 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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