Portal User Guide

Who this is for

Catalogue and stores teams who already have portal access and need step-by-step screens for common tasks. Developer and integration topics (API keys, Zapier, Sheets) stay under the Integrations section of these docs.

1. Sign in

Open the PartLogic portal and sign in with your work email and password.

2. Navigation map

After sign-in you work in a stable shell. The left sidebar is the primary map. Available sidebar items can vary by account access, assigned features, and report permissions:

• Dashboard — plan usage, data-quality attention, quick actions
• Parts — search, open, create, and edit product records
• Reports Hub — operational and catalogue reports
• Administration — Sites, Storerooms, Manufacturers, Suppliers, Applications, Parts Uploader, Subscription

3. Dashboard

The Dashboard summarises Parts Created, Users, AI Calls Used (the portal card may still be labelled AI Tokens Used), and Data Quality. Quick actions typically include Create part, Upload stock file, Run ProductMatch (same Parts Uploader workflow), and Search for parts. Use Review quality → or Manage users → when those cards need attention. For how cards map to plan limits, see Plan & AI usage.

Guide map

• Quick start: part to stock scan

  Short path from setting up a part to scanning stock in or out on the mobile app.

• Parts

  Create and edit Master Product, Site, and stock location fields.

• Parts Uploader

  Upload a stock file and create or link rows.

• ProductMatch

  Clean, enrich and match uploaded product records using AI-assisted suggestions.

• GTIN check on a part

  Validate a barcode on create/edit and apply categories; links to the full GTIN guide.

• Warehouse

  Barcode-led receiving, stock movements, and counts with the portal and mobile app.

• Admin · Users

  Add users and assign roles and features.

• Admin · Sites & devices

  Manage Sites and stock locations (Storerooms) under Administration.

• Plan & AI usage

  Dashboard usage cards and published plan limits for parts, seats, AI calls, sites, and devices.

• Data quality

  Review summary metrics, filter issues, and Bulk Fix or CSV completeness gaps.

• Duplicates

  Review similar parts, then supersede the old PartLogic SKU.

• Reports basics

  Stock List, Debit, Credit, and Reorder from Reports Hub.

Foundations

Before deep catalogue work, skim the hierarchy Master Product → Customer Site → Device/Storeroom in the Portal data model. For import readiness see Good data practices. For barcode validation and categories on a part see GTIN check on a part (full detail in GTIN check & categories). For seats, AI calls, and capacity see Plan & AI usage.

Next steps

1. Start with Quick start: part to stock scan for the short end-to-end path from part setup to mobile stock in/out.
2. Open Parts if you are creating or editing records by hand.
3. Open Parts Uploader if you have a spreadsheet ready (Using ProductMatch in Parts Uploader).
4. When you need integrations, create an API key with the Portal API key guide.