How to Set Up Parts (Desktop)

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.

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.

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, select 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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