Setting up Inventory

Before adding parts, set up the reference data your catalog depends on. Navigate to Inventory → Configuration. The tabs across the top cover each reference type.

Cost Centers

Cost centers classify the financial charge for a stock movement. For example, a Maintenance cost center can be assigned when issuing parts to a work order.

To add a cost center click +, enter a Code and Cost Center name, then save.

Manufacturers

Manufacturers are linked to parts and models. Enter the manufacturer name, a short code, and optionally a website URL.

Suppliers

Suppliers are referenced when receiving stock. Enter the supplier name, account number, contact details, and website.

UOM (Units of Measure)

Every part requires a default unit of measure. Common examples: EA (each), FT (feet), KG (kilograms). Enter a short Code and a display Name.

Asset Parts List

Links parts to specific assets as part of the asset's bill of materials. See Bill of Materials below.

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Building the Parts Catalog

Navigate to Inventory → Parts. The parts list shows all parts with their category, part number, description, manufacturer, on-hand quantity, and classification flags.

Adding a Part

Click Add (or the + button in the toolbar) to open the Part Editor.

Field	Description
Part #	Your internal part number
Manufacturer Part #	OEM part number for cross-referencing
Category	Hierarchical category (e.g. Bearings, Seals\O-Rings)
Description	Free-text description
Manufacturer	Select from the manufacturer list
Default UOM	The unit this part is measured in
Enabled	Uncheck to retire a part without deleting it
Is Critical	Flags the part as a critical spare — used for reporting and prioritization
Is Repairable	Indicates the part can be returned for repair rather than disposal
Is Serialized	Indicates individual units are tracked by serial number
Is Consumable	Flags the part as a consumable (e.g. lubricants, fasteners)

Click Save to create the part.

Browsing Parts

The parts list is filterable and sortable. Expand any row using the ▶ arrow to see the part's inventory across all storeroom locations and its full transaction history.

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Setting Up Storeroom Locations

A storeroom in Kanoa is modelled as an inventory asset — a node in your asset hierarchy designated as a storage location. Within that location you can define bins (physical sub-locations such as shelves or drawers) for finer-grained tracking.

Locations and bins are managed via the UI or API:

# Create a storeroom location
locationId, msg = system.kanoa.inventory.addInventoryLocation({
    'assetId':      45,
    'locationName': 'Parts Room',
    'locationCode': 'PR',
    'locationType': 'Storeroom',
    'isActive':     True,
}, userId)

# Add a bin within that location
binId, err = system.kanoa.inventory.addInventoryBin({
    'inventoryLocationId': 46,
    'binCode':             'A3',
    'binDescription':      'Shelf A, Row 3',
    'isActive':            True,
}, userId)

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Stocking Policies

A stocking policy defines how a specific part should be managed at a specific inventory location. Policies drive reorder alerts and cycle count scheduling.

Expand a part row in the Parts screen, then click the Set Policy button (shield icon) next to an inventory location to open the Part Policy Editor.

Field	Description
Inventory Asset	The storeroom this policy applies to
Min Qty	Minimum acceptable on-hand level
Max Qty	Maximum stock level (used to cap reorder qty)
Reorder Point Qty	When on-hand drops to or below this level, a reorder is triggered
Reorder Qty	Quantity to order when reorder point is reached
Safety Stock	Buffer below the reorder point — alerts before stock hits zero
Cycle Count	How frequently (in days) this part should be physically counted
Is Stocked	Whether this part is actively managed at this location

Click Save to apply the policy.

tip

Set Reorder Point higher than Safety Stock. The reorder point triggers a replenishment order; safety stock is a last-resort buffer that signals an urgent shortage.

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Bill of Materials

A BOM defines which parts are associated with an asset, making it easy to look up what spares are needed for a given piece of equipment.

Model BOM vs Asset BOM

	Model BOM	Asset BOM
Scope	All assets of a given model	A specific asset instance
Use case	Standard parts list for an equipment type	Overrides or additions for a particular machine
Function	addModelBomItem	addAssetBomItem

Adding a BOM Item

# Add a part to an asset's BOM
assetBomId, err = system.kanoa.inventory.addAssetBomItem({
    'assetId':      assetId,
    'partId':       partId,
    'quantity':     2,
    'uomId':        uomId,
    'positionCode': 'P1-A',
    'positionName': 'Drive Shaft Bearing',
}, userId)

Retrieving a BOM

# Full flattened BOM for an asset
bom = system.kanoa.inventory.getAssetBom({'assetId': assetId})

# Full flattened BOM for a model
bom = system.kanoa.inventory.getModelBom(modelId)