Overview
Parts can be organized in Categories and Sub Categories. This is a great way to organize large part lists into more manageable buckets. If you are a home remodeler, you can have Kitchen Cabinet as a Category then organize Sub Categories by brand, color, material, etc.
Settings and Navigation
In Control Panel > Parts, click the Categories button at the top.
Create Part Sub Categories
Sub-part categories and sub-sub categories will help brands with huge quantities of parts be able to more easily organize them, and access parts quickly via the Mobile App in the field.
Step 1
Once on the category page, click Add or Edit a part category.
Don't forget to SAVE.
Step 2
Once you've added what you need, you can go into the Parts tab and begin organizing, or use the bulk upload feature for Parts.
You can then add them to proposal templates or manually add them as needed when generating a proposal. Either start typing in the part or hit "Search", which will appear at the top of the page and include all categories and sub categories.
FAQs
Why isn't my part category showing when I'm creating a proposal? I've checked and everything with the category is set up correctly.
The most common issue is not having active parts in that category. If you do not see the category show as an option when trying to "search" for a part then it usually means there are no active parts for the system to display. You will need to go in and turn them Active, and that should fix the problem.
