Categories streamline the classification of parts at the product level, enhancing pricing processes and improving the overall organisation and management of parts.
View Setting
âĄď¸ Profile icon > Settings > Parts and stock > Categories > View
Add a Category
Complete the 'Category' field > Upload an image(optional) > Click 'Add Category'
How categories are ordered
Categories are listed alphabetically in the parts catalogue, on jobs and in opportunity materials. To control the order within a category, reorder its subcategories. Read Subcategories.
Enhance Organisation with Subcategories
You can create subcategories within each main category to enhance inventory management and improve service efficiency. Below are some practical examples:
By Brand: Group parts by manufacturer to efficiently track inventory, warranty details, and service history.
Grant: Includes boilers, pumps, and accessories.
Worcester Bosch: Encompasses boilers, heat exchangers, thermostats.
Panasonic: Covers air conditioning units, fans, and heat pumps.
By Room: Organise parts by their application within specific property areas.
Kitchen: Parts for appliances (refrigerators, ovens, dishwashers) and fixtures (sinks, cabinets).
Bathroom: Plumbing fixtures (toilets, showers), hardware (towel racks), and electrical components (lighting).
Manage Categories
Edit a Category
âĄď¸ Locate the category > Click 'Edit' > Amend the Category name and/or update the photo > Click 'Save Category'
Delete a Category
âĄď¸ Locate the category > Click 'Delete' > Type 'Delete' to confirm > Click 'Delete'
Deletion is permanent and cannot be undone. If a category is associated with a part or subcategory, it cannot be deleted.