Part Categories are used throughout the system to organize parts. A part can be assigned to multiple categories making the part easier to find for users. You can filter and sort by categories while creating an order, viewing queues, and creating reports.
Assigning a Part to a Category
- Navigate to Management Module > Parts > Manage Parts. Select the part you wish to assign to a category. Navigate to the Categories tab. Click + Assign Part To Categories
- A window will appear. Check the box next to one or more part categories. Click Update
NOTE: Part categories is a group setting. Categories selected will be assigned to all parts in a group.
Managing Categories
- Navigate to Management Module > Parts > Manage Parts. Click the + Manage Groups
- A window will appear. Add, delete, or rename part categories. Click Save Category List to save changes.
