๐ง Step 1: Create a New Category
Click your profile icon (top right corner).
Select Settings.
Go to Part Settings, then select Categories from the left-hand menu.
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.
๐ Example:
Create a main category called Belts
, and later add a sub-category like Serpentine Belts
.
๐ท๏ธ Step 2: Assign a Category to a Part
Go to the Parts tab and open the part you want to organize.
Click Edit.
In the Category field, choose the correct category.
Click Save.
๐ง Example:
Open your โSerpentine Beltโ part, select the โBeltsโ category, and save. Now that part will show up whenever you search or filter by the "Belts" category, not just by text.
๐ Why Use Categories?
Clean up search results
Improve accuracy when assigning parts
Run more detailed reports
Filter parts easily in the system