Use named filters for repair order parts

You can add, apply, edit, and delete named filters for repair order parts. 

• Click the Menu icon, click Operations, and then click Parts Management.

To add a named filter

• Click the Down arrow in the Search bar. 

• In the Advanced Search dialog box, enter the appropriate filter settings, type the name of your filter in the Search Name box, and then click Save.

To apply a named filter 

• Click the Down arrow in the Search bar, and then click the appropriate filter in the list. 

To edit a named filter

• If the named filter is applied, click the Pencil icon on the right from the Search bar. 

• If the named filter is not applied, click the Down arrow in the Search bar, and then click the Pencil icon next to the named filter that you want to edit. 

• Make the appropriate changes, and then click Save.

To delete a named filter

• If the named filter is applied, click the Pencil icon on the right from the Search bar. 

• If the named filter is not applied, click the Down arrow in the Search bar, and then click the Pencil icon next to the named filter that you want to delete. 

• Click Delete.