Step 1: Create a New Category
Click on Parts
Select Categories
Once there, Select the 'Add Category' button
You now have two options:
Main Category: Just type the name and click Create.
Sub-Category: Choose a Parent Category before clicking Create.
Example:
Create a main category called Belts, and later add a sub-category like Serpentine Belts.
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 Update.
Example:
Open your “Serpentine Belt” part, select the “Belts” category, and save. Now that part will show up whenever you search or filter by the "Belts" category, not just by text.
Why Use Categories?
Clean up search results
Improve accuracy when assigning parts
Run more detailed reports
Filter parts easily in the system