How to Set Up Parts (Desktop)

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The Parts feature allows you to track and manage your parts inventory. This article walks through how to set up categories and subcategories for your parts.

Permission Requirements: Users with the "Manage Parts Catalog" permission have the ability to edit and create categories for your Parts inventory.

1

Click on "Settings" on the top right of the screen.

2

Click on "Parts Categories".

3

Manage your parts categories as needed.

The category list shown is what will appear as options in the Category field when adding a new part to your catalog. See How to Create a Part (Desktop) for additional information.

These categories can be broken down into subcategories to provide a detailed categorization of your Parts inventory. To view subcategories, click on a major category and then its subcategories.

From this screen, you have the ability to:

Create New Categories and Subcategories

1

Click the "+" icon next to the category level you wish to add a new category to.

2

Enter the new category name.

3

Click "Create".

Rename Categories and Subcategories

1

Select the pencil icon of the category or subcategory you wish to rename.

2

Click into the category name to edit.

3

Click "Update".

Delete Categories and Subcategories

1

Select the trash can icon of the category or subcategory you wish to delete.

2

Click "Delete" to confirm.

Reorder Categories and Subcategories

1

Select the category or subcategory you wish to move.

2

Drag and drop the category or subcategory to the desired location in the list.

NOTE: The order of the categories and subcategories on this screen is the order seen in the Parts feature.

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