1. Open the Parts List: From the side-menu, navigate to the Inventory section and select Parts.
2. On the Parts List, click the +New Part button.
3. Complete Part Details: Fill in the available fields. Fields marked with an asterisk are mandatory ("Part No/Code*" and "Category*").
📝 Notes:
Part No/Code: Once a part has been created, you can no longer edit the Part Number / Code.
Part Categories: you can select from the existing set of categories, currently there is no provision to add your own categories
Deleting Parts: Parts cannot be deleted from your inventory list once added.
4. If the part is a physical stock item, tick the Stocked checkbox and set the Unit of Measure. You can also add a Bin Location if applicable.
5. Save the Part: Click the Save button to finalize the entry.
Now that the part is saved to your inventory, it can be seamlessly added to Jobs, Invoices, and Purchase Orders, with all details automatically populated from your inventory records.