A Part Kit is a preconfigured collection of parts, each with a specific quantity, that is commonly used together for a recurring job type. Instead of manually adding multiple parts every time, a single kit can automatically populate all the required items at once.
View settings
➡️ Profile icon > Settings > Parts and stock > Part kit templates
Add a new part kit
➡️ Add part kit
Enter the kit description in 'Part kit name'.
Click 'Add part kits'.
Adding Parts to the Kit
To add parts to your new kit:
Click 'Add parts' next to the kit name.
Use the search bar to find each part from your system.
Enter the quantity required for the job (up to 2 decimal places).
Continue adding all required parts. Save the part kit once completed.
Manage Part Kit
Edit a Part Kit
➡️ Click 'Edit' > Amend the part kit name > Click 'Save'.
Delete a Part Kit
➡️ Click 'Delete' > Type 'Delete' to confirm > Click 'Delete'.
Deletion is permanent and cannot be undone.