Parts Management

Parts Management will allow for more thorough product management, as it will include part specific needs such as new fields and relationships.

Parts can also be associated with Assets, which can be built of many parts. Users will see an improvement to the experience of selecting Products when creating Line Items in order to reflect the considerations of parts. This feature adds a parts flag to products. It also allows for the nesting of products under other products as parts.

Under Assets, users can also reference Parts on the Asset Parts screens. Products can be directly associated with assets and categories. Creating these options allow for a convenient way to add line items to work orders, as the important items will automatically bubble up to the top.

Setting up Product/Parts

To get to the Products Grid, go to Administration > Selectables > Products. Users can double-click on any Product to open up the fields menu.

Users will need to change the type from “Service” to “Good”, as products that are considered parts can only be goods. After you have done this, you then will be able to turn on the toggle for “part” to flag it as a part.

Users can also create nested parts within a part.

This will come up in search results when doing things such as creating line items and when you are searching for particular products. Users will be able to see category and asset matches in search results as well.

Categories are also a new field on the product form.