How to Add Part List?

How to Add Part List?

Notes

Adding parts to the Parts Catalog allows businesses to manage spare parts used in service operations. This helps in tracking part usage, associating parts with products and brands, and ensuring smooth service and maintenance workflows.


Step-by-Step Guide to Add a Part

1. Navigate to Parts Catalog

  • Go to Settings from the left-side menu.
  • Click on Business Portal.
  • Select Work Order.
  • Under the Parts tab, you will see the Parts Catalog page.

This page displays all existing parts and their details such as Part ID, Name, Status, Unit Price, Brand, and SKU.


2. Click on Add Part

  • On the Parts Catalog page, click the + Part button located at the top-right corner.
  • From the dropdown menu, select Add Part.

An Add Part window will open.

3. Fill in Part Details

In the Add Part form, enter the required information:

Required Fields

  • Part ID* — Enter a unique identifier for the part
  • Part Name* — Enter the name of the spare part

Optional / Additional Fields

  • Upload Image — Upload a PNG or JPG image (max 5 MB)
  • Brands — Select the brand associated with the part
  • Products — Select the product linked to the part
  • Part Description — Add details about the part
  • Part URL — Enter a reference link if available


4. Save the Part

After filling in the details:

  • Click Add Part to save the part
  • Or click Save Draft to save the part without publishing

Once saved, the part will appear in the Parts Catalog list.


Result

After successfully adding a part:

  • The part will be listed in the Parts Catalog
  • It will be associated with the selected brand and product
  • The part can now be used in Work Orders and service operations
  • The part status will be set to Active or Draft depending on the action selected

Conclusion

By following these steps, you can easily add parts to the Parts Catalog. This ensures accurate tracking of spare parts, better inventory control, and efficient service management. Maintaining an updated parts list helps streamline service workflows and improves operational efficiency.

FAQ

1. Is Part ID mandatory?

Yes, Part ID is a required field and must be unique for each part.

2. Can I add a part without selecting a product?

Yes, but it is recommended to link the part to a product for better tracking and service management.

3. What file formats are supported for part images?

PNG and JPG formats are supported.

4. Can I edit a part after adding it?

Yes, you can edit part details from the Parts Catalog using the Action menu.

5. Where can I view all added parts?

You can view them under:

Settings → Business Portal → Work Order → Parts