What is in the template
One row per record; the first row holds the column names and stays as it is. The grey rows are examples to replace or delete. The whole workbook has five sheets (all of them); this page is about the Parts sheet.
| code | Your part code; kept as text. Empty: LineKeeper Up numbers it. |
|---|---|
| name | The part as people call it. |
| manufacturer | Who makes it. |
| part no | The manufacturer's part number; kept as text, so 6205-2RS1 stays as typed. |
| unit | pc, m, L, kg…: how the part is counted (a suggestion list; your own units are fine). |
| unit cost | The price of one unit. |
| minimum, maximum | Reorder when the stock falls below the minimum; order up to the maximum. |
| bin | Where it is kept: shelf, bin, drawer. |
| category | Bearings, Lubricants, Electrical… |
| compatible | The codes of the machines it fits, separated by ;, as in the equipment list. |
| stock | What is on the shelf now; on import it becomes the opening stock, as an adjustment, not as spend. |
| stock value | Excel only. stock × unit cost, by formula. The import ignores it. |
How it works in Excel
- Codes stay text. The code columns are formatted as text, so 007 stays 007 and a code with a slash is not turned into a date.
- A header that stays put. Row 1 is frozen and carries a filter, so you can sort by any column and still see the names.
- Drop-downs, not guesswork. Where LineKeeper Up takes a fixed set of words, the cell offers them; the importer also understands the Spanish words (operativo, máquina, semana).
- Low stock in yellow. A stock below the minimum is highlighted; filter on that column and you have the order list.
- Stock value by formula. Every row shows stock × unit cost; a SUM at the bottom is the value on the shelves.
- Numbers that behave. Minimum, maximum and stock take whole numbers only; unit cost takes decimals. No «4 pcs» typed into a count.
When the sheet is not enough: into LK Up in three steps
A sheet has no phone on the floor, no QR label on the machine, no photo on a problem report and no reminder that fires by itself. When that starts to hurt, the same file moves into a system in an evening.
- Install LK Up. It is free and runs on your own Mac or Windows PC (download, about half an hour to the first work order). Phones use the web app, offline too.
- Choose the workbook. Parts → Import, pick the file. The Parts sheet is chosen by its name; the Preview shows each row's action and any problem before anything is written. Columns need no mapping: the sheet's headers are the importer's own.
- Press Import. Then the other sheets, each from its own page: Assets, Parts, People, PM schedules, Work orders, in that order. Importing the same file again updates the records instead of duplicating them (choose «update it from the file»), so you can keep working in Excel for a while and import again.
Why we built it this way
- The manufacturer's number is the part's identity. Your own code is for the label on the bin; the manufacturer's number is what the vendor quotes and what a barcode on the box carries. Both are text, both are kept.
- Compatibility by machine code. «Fits A-0001 and A-0002» is one cell here and a link on each machine's card in LK Up, where a technician sees the parts for the machine in front of them.
- Minimum and maximum, not a feeling. Two numbers per part are what turns «we should order some» into a list; LK Up drafts the purchase order from them.