How to Set Up Parts (Desktop)
đź’ĄParts is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.
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
- Rename Categories and Subcategories
- Delete Categories and Subcategories
- Reorder Categories and Subcategories
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.