View Categories

Items

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 #

  1. Click the “+Parts” button at the top right of the header section.
  2. The system will display a popup form.
  3. Fill in all required information.
  4. Click the “Save” button.
  5. The data will be displayed in the parts listing.

Edit Part #

  1. Choose the part information you want to change.
  2. Click the part name in the listing.
  3. The system will display a popup form.
  4. Edit the necessary information.
  5. Confirm by clicking the “Save” button.
  6. 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.

  1. Click the “+Import Parts” button at the top right of the header section.
  2. Download the Excel template for formatting instructions.
  3. Click “Choose File” and select your completed Excel file.
  4. Click “Import” to confirm.

Export Parts #

You may export parts into Excel format for management purposes.

  1. Click the “Excel” button at the top left of the header section.
  2. 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 #

  1. Click the “+Service” button at the top right of the header section.
  2. The system will display a popup form.
  3. Fill in all required information.
  4. Click the “Save” button.
  5. The data will be displayed in the service listing.

Edit Service #

  1. Choose the service information you want to change.
  2. Click the service name in the listing.
  3. The system will display a popup form.
  4. Edit the necessary information.
  5. Confirm by clicking the “Save” button.
  6. 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.

  1. Click the “+Import Services” button at the top right of the header section.
  2. Download the Excel template for formatting instructions.
  3. Click “Choose File” and select your completed Excel file.
  4. Click “Import” to confirm.

How to Add/Edit Package? #

Navigate to Inventory > Item and go to the Package tab section.

Add Package #

  1. Click the “+Package” button at the top right of the header section.
  2. The system will display the package page.
  3. Fill in all required information.
  4. Click the “Save” button.
  5. The data will be displayed in the package listing.

Edit Package #

  1. Choose the package information you want to change.
  2. Click the package name in the listing.
  3. The system will display the package page.
  4. Edit the necessary information.
  5. Confirm by clicking the “Save” button.
  6. The data will be updated in the package listing.

Powered by BetterDocs