You can add parts services to work orders based on the level of their categorization.
Uncategorized parts services
If a parts service is not categorized in the Back Office application, you need to browse through the whole parts catalog to select the appropriate part.
On the Services screen, tap the uncategorized parts service that you want to add, and then on the Select Category screen, tap the appropriate category.
On the Select Sub-Category screen, tap the appropriate sub-category, and then on the Select Part Name screen, tap the appropriate part name.
On the Select Part Position screen, tap the appropriate position, and then on the Part Info screen, tap Save.
Partially-categorized parts services
If a parts service is partially categorized in the Back Office application, you need to select the appropriate part and position in the parts catalog.
Note You don’t need to select a category and a sub-category because they have been specified for this parts service in the Back Office application.
On the Services screen, tap the partially-categorized parts service that you want to add, and then on the Select Part Name screen, tap the appropriate part name.
On the Select Part Position screen, tap the appropriate position, and then on the Part Info screen, tap Save.
Note If multiple categories and subcategories have been specified for a parts service in the Back Office application, then you can choose the appropriate category or subcategory before selecting part and position.
Categorized parts services
If a parts service is categorized in the Back Office application, you need to select the appropriate position only.
Note You don’t need to select a category, a sub-category, and a part name because they have been specified for this parts service in the Back Office application.
On the Services screen, tap the categorized parts service that you want to add, on the Select Part Position screen, tap the appropriate position, and then on the Part Info screen, tap Save.