Purpose: A well-maintained parts list is essential for all users, reducing the need for names and prices to be checked each time they are required on a job to be purchased. Descriptions of part names with manufacturer numbers can meet either terminology for both your mobile users and web-based users or are more in line with the supplier descriptions.
The below content will guide you through setting up and maintaining your parts database, from initial setup to future maintenance.
Parts: Preparing your parts list and supplier prices
Parts: Import your parts list
Parts: Add/update supplier prices
Parts: Download your supplier prices as a CSV (spreadsheet)
Parts: Mass archive parts
▶️ Parts: How to add parts & upload parts with a CSV
▶️ Parts: How to update parts & update parts with a CSV
▶️ Parts: How to add supplier part prices & upload supplier part prices with a CSV
▶️ Parts: How to update supplier part prices & update supplier part prices with a CSV