The Parts feature allows you to assign parts to the fixtures. Parts then can be ordered or reported as issue through the ticketing system. In order to set this functionality, you need to create Parts and assign them to a fixture.

Create Parts

Attention

Before you create parts you need to create Areas and Action.

To create parts in the system, please follow these steps.

  • Click on the Settings tab
  • Click on the Parts sub-tab
  • You will see list of all current parts in the system
  • To add a part, click on New Part
  • Enter part English and French name
  • Enter part description (English/French)
  • Enter Part No / SKU
  • Enter part price if applicable
  • Click on Browse to find and upload a part image (jpg/jpeg file)
  • Under Maintenance Actions, select what can be reported for this specific part
  • In the Part Ordering section, enter the email address of person to receive notifications
  • Enter instructions that will be sent by email to that person
  • In the Fixture Areas section, please select areas (locations within fixtures) where that part can reside
  • Click Save

Note

  • The Part image and description will show when you hover over a part name in the list
  • The Part image and description will also show when store user hover over the part
  • You can pull report on all parts ordered within specific dates or in last X days.

Assign Parts to a Fixture

To assign a part to a fixture:

  • Click on the Fixtures tab
  • Find and click on a fixture you want to assign parts to
  • Click on the Maintenance sub-tab
  • Click on the Browse button to load the parts diagram or fixture view with parts
  • Select parts within areas that are actionable from this fixture
  • Click Save

Note

  • You can load two images for each fixture (Front and Back view, or Exploded view)

Add Area

To add a new area:

  • Click on the Settings tab
  • Click on the Parts sub-tab
  • Click on the Configure button
  • You will see list of available areas; to add a new area, click on the New Item button
  • Enter the area’s English and French names
  • Click Save

Note

Add Action

To add a new action for a part:

  • Click on the Settings tab
  • Click on the Parts sub-tab
  • Click on the Configure button
  • Click on the Maintenance Actions tab
  • You will see the list of available actions; to add a new action, click on the New Item button
  • Enter the action’s English and French names
  • Click Save