Part Categories

Part Categories (Parts Settings)

Overview

Part Categories let you group and organize parts (example categories: Battery, Hardware, Lights, Tires). Categories are used throughout Parts and other related workflows—especially when creating or editing parts—so teams can filter, report, and keep inventories consistent.

Where to find Part Categories

1. Go to Settings

   Select Parts

   Click Part Categories

You’ll land on the Part Categories list.

Part Categories List

On the list page you can:

• Search for a category using the search bar

  Sort by column headers (ex: Name, Description)

  Filter by Active using the Active filter

Each row represents a single category, with:

• Name

  Description

  Active status (shown with a checkmark when active)

Add a Part Category

1. From the Part Categories list, click Add Part Category

   In the Add New Category modal, enter:

   • Name (required)

     Description (optional)

   Click Save Category

After saving, the new category appears in the list and becomes available for use when creating/editing parts.

Edit a Part Category

1. From the list, open the category you want to change (by selecting the row)

   In the Edit Category modal, you can update:

   • Name (required)

     Description

     Active toggle

   Click Update Category

Activate vs Deactivate (Active toggle)

Use the Active toggle to control whether users can select the category going forward.

Typical behavior (recommended):

• Active = ON: Category is available for selection in Part forms and anywhere else categories appear.

  Active = OFF: Category is hidden from selection for new usage (helps prevent messy lists), while historical records can still display the category name.

If you plan to retire a category, deactivate it instead of renaming it (renaming can confuse historical reporting).

Tips & best practices

• Keep category names short and consistent (singular vs plural, capitalization).

  Avoid duplicates (ex: “Electrical” and “Electrics”).

  Use Description for clarity when names are similar (ex: “Core” vs “Accessories”).

Troubleshooting

• I can’t find my category in a dropdown: Confirm the category is Active.

  We don’t want users picking the wrong category anymore: Deactivate the old one and create a clearer replacement.