Part Categories

Create Part Category Codes to Assign to Parts

Open the Part Category grid by clicking on its icon in the Data Grids tab of the ribbon menu.  Double-click in the gray area to create a new record or right-click and select 'New Record'.  Type out a short category code (usually an acronym) and then a short description of the part.  Check the Active checkbox if this part category is active, and check the Taxable checkbox if this part is taxable.

Edit Part Category Dialog

Other Tabs

  • Custom Fields:  Custom fields are available for adding Characters, Dates, Numbers, and Check boxes.  Visit the Change Field Names help topic to learn how to edit these fields.
  • Meta:  This is a READ-ONLY information tab used as a reference to view which user created the record and which user was the last to edit it, including the dates and times these occurred.

Assign a Part Category to Part Number Record

Within the General tab of the Edit Part Number dialog, select the Part Category from the 'Category' drop-down menu.

Category in Part Number Dialog

Last Updated:  8 July 2019