Setting up parts categories and subcategories

You can organise your parts better by sorting them into categories and subcategories, making it easier to identify similar parts. You can categorise your parts in any way you need, this could be to specify different materials such as copper or PVC, for example, which could then have further subcategories allowing you to describe your parts with greater specificity.

Categories

1. In order to add a parts category, go to your System settings. From the 'Parts management' section, open 'Categories'.
   
   
2. On the right-hand side of this page, you will have a list of all your existing part categories displayed.
   
   
   
   
3. To add to this list, type in the name of your new part category on the left and it will appear on the right when you click 'Add category' or press enter on your keyboard (this is particularly helpful when adding in many categories).
   
   
   
   
4. You can edit and delete the individual categories by clicking either the delete or edit button accordingly (above). Once you have made any edits, ensure to 'Save' them.

Please note -- a category cannot be deleted if it has a subcategory assigned to it. The subcategory will need to be deleted or moved to a different category.

Subcategories

To add a subcategory, open your 'System settings' and open 'Subcategories' from the 'Parts management' section.

1. From this page, on the right-hand side you will find all your existing part subcategories listed, as well as the category to which they belong (in a grey text bubble).
   
   
   
   
2. You will firstly need to select a part category to add it to. This can be done by using the dropdown box on the left-hand side of the page, titled “Category”.
   
   
3. Once you have selected your category, you can type in the name of your new subcategory. This will appear on the right when you click “add subcategory” or press enter on your keyboard.
   
   
4. If you need to move your subcategory to a different category, you can do this by editing the subcategory.
   
   
   
   
5. To edit or delete the individual subcategories please click on either the delete or edit button accordingly next to the subcategory in the list.