Table of Contents
How to Add/Edit Part? #
Steps to Add/Edit Part #
Navigate to Inventory > Item. You will see three tabs: Parts, Service, and Package.
Go to Parts Tab Section #
Add Part #
- Click the “+Parts” button at the top right of the header section.
- The system will display a popup form.
- Fill in all required information.
- Click the “Save” button.
- The data will be displayed in the parts listing.
Edit Part #
- Choose the part information you want to change.
- Click the part name in the listing.
- The system will display a popup form.
- Edit the necessary information.
- Confirm by clicking the “Save” button.
- The data will be updated in the parts listing.
How to Import/Export Part Item? #
Navigate to Inventory > Item and go to the Parts tab section.
Import Parts #
You may import parts in bulk when you have a large number of items to input into Engarage.
- Click the “+Import Parts” button at the top right of the header section.
- Download the Excel template for formatting instructions.
- Click “Choose File” and select your completed Excel file.
- Click “Import” to confirm.
Export Parts #
You may export parts into Excel format for management purposes.
- Click the “Excel” button at the top left of the header section.
- The parts listing will be downloaded in Excel format.
How to Add/Edit Service? #
Navigate to Inventory > Item and go to the Service tab section.
Add Service #
- Click the “+Service” button at the top right of the header section.
- The system will display a popup form.
- Fill in all required information.
- Click the “Save” button.
- The data will be displayed in the service listing.
Edit Service #
- Choose the service information you want to change.
- Click the service name in the listing.
- The system will display a popup form.
- Edit the necessary information.
- Confirm by clicking the “Save” button.
- The data will be updated in the service listing.
How to Import Service Data? #
Navigate to Inventory > Item and go to the Service tab section.
- Click the “+Import Services” button at the top right of the header section.
- Download the Excel template for formatting instructions.
- Click “Choose File” and select your completed Excel file.
- Click “Import” to confirm.
How to Add/Edit Package? #
Navigate to Inventory > Item and go to the Package tab section.
Add Package #
- Click the “+Package” button at the top right of the header section.
- The system will display the package page.
- Fill in all required information.
- Click the “Save” button.
- The data will be displayed in the package listing.
Edit Package #
- Choose the package information you want to change.
- Click the package name in the listing.
- The system will display the package page.
- Edit the necessary information.
- Confirm by clicking the “Save” button.
- The data will be updated in the package listing.