User Defined Fields

The User-Defined Fields (UDFs) feature in SAM’s Parts Module provides unparalleled flexibility and customisation, enabling businesses to tailor parts management processes to their unique operational requirements. UDFs allow administrators to create custom data points that align with specific inventory tracking needs, ensuring that all critical part-related information is accurately captured and easily accessible within the parts records.

Customising UDFs

To ensure data consistency and integrity, modifications to UDFs can only be performed by administrators. If additional fields are required to track important part details, administrators can effortlessly add them through the administration module, allowing for efficient and comprehensive data management.

Populating UDFs

To populate User-Defined Fields within a parts record:

  1. Navigate to the Parts Module and select the desired part from the Parts List.
  2. Click on the UDFs menu option to open the customisation window.
  3. Fill in all the necessary fields with relevant part-related data.
  4. Click Save to securely store the additional details as part of the parts record.

Key Benefits of UDFs in the Parts Module

  • Enhanced Customisation:
    Tailor the parts management process to align with your organisation’s unique inventory and operational requirements.

  • Comprehensive Data Capture:
    Ensure all essential part-related information, such as supplier details, reorder levels, warranty periods, and handling instructions, is well-documented and readily available.

  • Improved Decision-Making:
    Track custom data points to gain valuable insights into part performance, procurement efficiency, and stock levels.

  • Operational Efficiency:
    Centralise critical part information, enabling quicker access and informed decision-making, ultimately streamlining inventory management processes.

By leveraging User-Defined Fields in SAM’s Parts Module, your business can optimise inventory tracking, enhance data accuracy, and ensure that parts management processes remain flexible, efficient, and aligned with business goals.

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