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Manage Part Types List

Admin Users can add, edit, and delete the Part Types list used to categorize Inventory & Parts.

Updated over 7 months ago

Play the video or read the guide below, or both.

Video

Guide - Add

  1. From the Admin Settings module, click the Manage Modules tab.

  2. From the Reference Lists section, select Part Types.

  3. Click the +Part Type button in the top right corner to open the Add Part Type form.

  4. Add the new part type category into the Part Type Name field.

  5. From the Entities dropdown, select all or certain facilities to use this list.

  6. Hit Save and the part jumps into alphabetical order in the list view.

Guide - Edit

  1. Click on the edit icon within the part type row you want to edit.

  2. From the Edit Part window, change details about the part.

  3. Hit Save to keep changes or click on Discard Change to cancel and close the window.

Guide - Delete

  1. From the Part Types list, click on the edit icon within the row for the part type you want to remove. Once the Edit Part Type window opens, click the Delete icon.

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