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Part kit templates
Updated over a month ago

Kits are a collection of individual parts and quantities. Adding kits to a job will automatically include all the necessary parts and respective quantities, saving time by reducing the need to manually add each part individually.


Accessing Part Kit Templates

➡️ Profile icon > Settings > use search functionality or navigate via the left-handed 'Categories' area > Part kit templates​


Add a Part Kit

➡️ Add part kit

  1. Enter the kit description in 'Part kit name'.

  2. Click 'Add partkits'.

  3. Click 'Add part' to configure the part kit:

    • Under 'Part', search and select the part name.

    • Under 'Quantity', enter the required number (up to 2 decimal places).

    • Continue adding all required parts.

  4. Save the part kit once completed.


Edit a Part Kit

➡️ Go to Settings > Part kit template > Existing part kits

  1. Click 'Edit' against the part kit to amend details.

  2. Make changes as needed, then click 'Save'.


Delete a Part Kit (Note: Deletion is irreversible)

➡️ Go to Settings > Part kit template > Existing part kits

  1. Click 'Delete' against the part kit.

  2. Type "Delete" to confirm and click 'Delete'.

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