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๐Ÿ—‚๏ธ How to Create and Use Parts Categories

Parts Categories help you organize your parts library for faster searches, cleaner inventory, and better reporting.

Derek Batishev avatar
Written by Derek Batishev
Updated over 2 months ago

๐Ÿ”ง Step 1: Create a New Category

  1. Click your profile icon (top right corner).

  2. Select Settings.

  3. Go to Part Settings, then select Categories from the left-hand menu.

  4. Click Add Category.

You now have two options:

  • Main Category: Just type the name and click Create.

  • Sub-Category: Choose a Parent Category before clicking Create.

๐Ÿ“Œ Example:
Create a main category called Belts, and later add a sub-category like Serpentine Belts.


๐Ÿท๏ธ Step 2: Assign a Category to a Part

  1. Go to the Parts tab and open the part you want to organize.

  2. Click Edit.

  3. In the Category field, choose the correct category.

  4. Click Save.

๐Ÿง  Example:
Open your โ€œSerpentine Beltโ€ part, select the โ€œBeltsโ€ category, and save. Now that part will show up whenever you search or filter by the "Belts" category, not just by text.


๐Ÿ“Œ Why Use Categories?

  • Clean up search results

  • Improve accuracy when assigning parts

  • Run more detailed reports

  • Filter parts easily in the system

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