Using the Parts Tab in App Settings

How to use the Parts tab

The Parts tab is used to specify settings so that technicians can record the parts from their assigned inventory sites on an appointment.

1. From the menu on the left, click App Settings, then Parts.
   
2. Toggle the Use Part Types option on to populate the Part Type drop-down list on the Parts workspace. Multiple options can be added by adding a name and clicking the Add button. This information can be used for reporting.
3. Enter a cost code in the Cost Code for Job Appointments field to use on all parts entered using TechPro, since those aren’t assigned at the appointment level in Signature. The cost code you assign must be on the job. Therefore, master cost codes are assigned here, as they are more universal to the job cost system. If you aren’t using master cost codes, you must set up at least one for this purpose. (The same cost code can be used for parts and purchase orders.) If it is not on the job, the checkout generates an error, and you will need to add it in the back office before reprocessing the checkout. If your technicians never enter parts on job appointments, you can leave this field blank.
4. The Field Designer is available for adding, rearranging, and removing fields from the Parts workspace. See the Setting up a Link Button and the App Configuration using User-Defined Fields and the Field Designer sections for more information.