Lesson 9: Parts, requisitions, and inventory

Set up your inventory

Helm CONNECT Inventory provides current parts estimates for each of your assets, such as your vessels and warehouses, and enables your crew to update those quantities simply by recording the parts they use. Before you begin using this module, you must build an inventory of the parts you want to track for each asset, then set the initial parts quantities each asset has on hand.

NoteYou can build an inventory and set initial parts quantities from either the Inventory module or from the browser version of the Onboard module. You can’t build inventory or record initial parts quantities from the installed version of the Onboard module.

Build your parts inventory

Before you begin tracking inventory, you must tell the system which parts you want to track for each of your assets. You can build your inventory by selecting from the list of parts available to each asset, based on its asset type, and letting the system know you want to start tracking each part.

To build your parts inventory, do the following:

  1. From the menu, under either Inventory or Onboard, select Inventory.
  2. Click the Management tab, then click Edit.
  3. Click Add Part Tracking, then do the following:
    1. From the Asset list, select the asset you want to track parts for.
    2. From the Part list, select the parts you want to add to your inventory.
  4. Click Save to add the selected parts to your inventory for the selected
  5. asset.
  6. Do one of the following:
    • To add parts to your inventory for another asset, return to step 3.
    • To save your parts inventory, select your name from the Recorded By list, then click Save.

    NoteBuild the parts list in stages instead of at once. To add more parts, click Add Part Tracking again.

  7. If a part was incorrectly added, click the red X button to remove it.

Record initial part quantities

Once you finish building your parts inventory, you must let the system know how many parts your assets have on hand.

To record your initial part quantities, do the following:

  1. From the menu, under either Inventory or Onboard, select Inventory.
  2. Click the Management tab.

    TipUse the filters at the top of the tab to narrow the displayed list by asset, part, or part category.

  3. Click Edit.
  4. For each part, enter the initial quantity in the +/- field. This will affect the number displayed in the Est Qty field.

    NoteTo adjust an existing quantity, enter the difference in the +/- field.

  5. When you’re finished, select your name from the Recorded By list, then click Save.