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Receive and Issue Stock

Receive the first delivery

For each part, in Inventory → Parts, expand the part, click Add Part Transaction, and enter:

PartInventory locationQtyTransaction typeNotes
CF-INS-CNMG432Parts Room60Receipt to inventoryPO-2026-0101
CF-BRG-7014Parts Room4Receipt to inventoryPO-2026-0101
CF-FLT-COOL10Parts Room12Receipt to inventoryPO-2026-0101
CF-HOSE-075Parts Room25Receipt to inventoryPO-2026-0102

Then go back and set the stocking policies from Storeroom and Stocking Policies if you haven't already.

Reference Materials: Receiving Stock

Receiving Stock​

When parts arrive from a supplier, record a receipt transaction to increase on-hand stock.

Via the UI​

  1. In Inventory → Parts, expand the part row.
  2. Click Add Part Transaction (the + icon in the Parts Inventory toolbar).
  3. The Part Inventory Editor opens.
FieldDescription
Inventory LocationThe storeroom location receiving the stock
QtyQuantity received (must be > 0)
Transaction TypeSelect Receipt to inventory
Lot / BatchOptional lot or batch number
NotesOptional reference notes (e.g. PO number)

Click Save. The on-hand balance updates immediately and the transaction is recorded in the history.

Via Script​

inventoryTransactionId, err = system.kanoa.inventory.addInventoryTransaction({
'inventoryAssetId': warehouseAssetId,
'partId': partId,
'quantity': 100,
'inventoryTransactionTypeId': receiptTypeId,
'supplierId': supplierId,
'referenceType': 'PO',
'referenceNumber': 'PO-2026-0441',
'unitCost': 3.75,
}, userId)

Not every issue belongs to a work order. An operator changing inserts during a shift takes them straight from stores.

Issue parts without a work order
  1. Expand CF-INS-CNMG432 and add a part transaction: Parts Room, quantity 8, type Issue, notes Insert change on Machine 1, day shift.
  2. Check that on hand is now 52, and that the issue appears in the part's transaction history with your name.
Reference Materials: Issuing Parts

Issuing Parts​

Ad-hoc Issue​

To issue parts without a work order (e.g. a one-off repair or adjustment):

  1. Expand the part in Inventory → Parts.
  2. Click Add Part Transaction.
  3. Set Transaction Type to Issue (or the appropriate type for your operation).
  4. Enter quantity, location, and optional notes.
  5. Click Save.

Issue Against a Maintenance Work Order​

Parts consumed during a maintenance activity can be tracked directly against the work order event. This provides full traceability between stock consumption and maintenance history.

inventoryTransactionId, err = system.kanoa.inventory.issuePartToWorkOrderEvent({
'partId': partId,
'quantity': 2,
'workOrderEventId': workOrderEventId,
'inventoryAssetId': warehouseAssetId,
'assetId': maintainedAssetId,
'usedBy': technicianUserId,
'unitCost': 3.75,
}, userId)

To retrieve all parts consumed against a set of work order events:

data = system.kanoa.inventory.getPartsUsedByWorkOrderEvents({
'workOrderEventId': workOrderEventId,
})