Overview

With the MobiWork parts catalog, you will be able to efficiently manage your parts and products; and thus elevate the way you add parts to your invoices, work orders, sales orders, and more.

This section serves as your guide to seamlessly navigating the Parts feature page. From this page you will be able to organize, view, edit, add, and effortlessly manage the diverse array of parts your company offers.

How to Access the Page

You can access the "Parts List (Catalog)" page by hovering over the Parts feature from your MobiWork menu and clicking on the "View Part" option:

Search Area

Free-Text Search

You can type in the search bar (free-text search) to locate a specific part. Once you click in the search bar, the search drop-down menu will automatically appear. You can use the search drop-down menu or continue typing your own search parameters:

When typing in the search bar, the drop-down menu will provide some helpful search criteria. With free-text search you will also be able to search by:

• The name of the part.

• The SKU#.

• The Model Number.

• The External ID.

• The Product ID.

If the number of parts surpasses the number range, the subsequent number of parts will be found on the next page:

To navigate through these pages, use the First, Previous, Next, and Last buttons located towards the bottom of the "Parts List (Catalog)" tab.

Predefined Saved Searches

Saved searches are a powerful search tool where the search-criteria has been saved for future use; to access the saved searches drop-down, click in the search bar. The default saved search for Parts is the "Show All" search.

These saved searches will appear in the drop-down menu and can also be used for dashboards and reports:

The list of statuses that can be used in predefined searches are below:

• All Parts

You can access any of these saved searches by clicking on the "Search Area" and selecting your desired "Predefined Saved Search" from the drop-down menu.

If you would like to view all your parts, click on the "Show All" option from the drop-down menu:

Please note that once you name a new saved search, you will be unable to rename it (instead you would need to delete your saved search and create a new one).

New Search

To create a new saved search, select the "Create a New Advanced Search" option from the search menu:

After clicking on "Create a New Advanced Search," a pop-up window will appear where you can enter your data in the appropriate fields. If you would like to exit from this pop-up window you can click on the esc button from your keyboard.

Please note that once you name a new saved search, you will be unable to rename it (instead you would need to delete your saved search and create a new one).

Once you have finished inputting the required information, you can save the search, make it available to all users, or make it your default search:

Please note that the data used to create a saved search can also serve as the basis for generating reports in MobiWork.

Further definitions for all the terms in the New Search pop-up window can be found below:

Name:	Description:
"Model"	The model number of the part
"SKU #"	The Stock Keeping Unit (SKU) number used to track and identify the part in inventory systems, often associated with barcode scanning.
"Name"	The designated name or title of the part for easy identification.
"Manufacturer"	The company or entity responsible for producing or creating the part.
"ID"	A unique internal identification number assigned to the part within the MobiWork system.
"External ID"	The external ID (outside of MobiWork) of the part .
"Category"	The category that the part is classified under.
"Subcategory"	A more specific classification that falls under the primary category, providing further organization for the part.
"Has Serial Numbers"	Indicates whether the part has an associated serial number for tracking individual items.
"Include Disabled"	By clicking in this box, your search will include disabled parts.
"Integration Status"	The status of integrating with a third-party software solution such as QuickBooks. Includes the options: Not Applicable, Not Ready for Integration, Integrated, Ready for Integration, and Not Integrated.
"Page Size"	The number of results per page.
"Sort By"	Sorts your search in ascending or descending order by: Name, ID, Created Date, and SKU.
"Save This Search"	Allows the search parameters to be saved under a name to be reused in the future.
"Search Available to All Users"	Allows the search to be available to all users.
"Default Saved Search"	Sets the saved search as the default view when accessing the search feature in the future.

Manage Saved Searches

After creating a saved search, you can adjust the search criteria (e.g., dates, tags, categories, etc.) to include more data or to be more selective in the data that is being searched.

Please note that the data used to create a saved search can also serve as the basis for generating reports in MobiWork.

Any new searches that are added can be managed or edited in the Manage Saved Searches pop-up window:

To manage, edit, or remove any Saved Searches you can access the "Manage Saved Searches" option in the drop-down menu; the Manage Saved Searches pop-up window will then appear:

1. You can add a new saved search by clicking the New Search button in the top right of the pop-up window.

2. You can rearrange the order of the saved searches by clicking, then dragging & dropping the selected Search.

3. You can edit or delete a selected saved search by using the drop-down menu under the "Actions" column.

If you would like to easily close this pop-up window, you can click on the esc button from your keyboard.

Parts List (Catalog) Tab

The "Parts List (Catalog)" tab is the default view for both your parts; the columns in this view will display the summary information for your parts and allow you to view, edit, add to cart, and more:

List Tab Column

In the "Parts List (Catalog)," the columns are structured to display specific data related to each individual part.

These columns are organized as: "ID," "Image," "Name," "Model Number," "SKU Number," "Category," "Subcategory," "Price," "Warehouse Location," "Actions:"

The corresponding rows under the column headings will display the relevant data about the part.

The checkboxes (multiple selection area) found to the left of the "ID" column, will allow you to select either one or multiple parts to manage, edit, remove, etc.:

By clicking the topmost checkbox in the column heading you will select all the parts.

The "Parts List (Catalog)" column headings are defined as:

Name	Description
"ID"	The ID of the part
"Name"	The designated name or title of the part for easy identification.
"Model #"	The model number of the part
"SKU #"	The stock keeping unit number of the part
"Category"	The category that the part is classified under
"Subcategory"	A more specific classification that falls under the primary category, providing further organization for the part.
"Price"	The price of the part
"Warehouse Location"	The warehouse where the part is stored
"Actions"	Allows you to view, edit, disable, add to cart, or delete the selected part

Note: Once you add an accounting connector (e.g., Sage, QuickBooks, Acumatica) a new column will appear on the Parts "List" tab. This new column will be labeled "External ID" and will display the sync status of the selected part. For more information about connectors, please see the Connectors Framework page.

List Tab Individual Actions

When selecting a part and clicking on the Individual Actions button (the three vertical dots under the "Actions" column) you will be able to view, edit, disable, and more to the selected part.

Any actions that are done with the Individual Actions button will only apply to the selected part:

The Paper icon found under the "Actions" column will allow you to quickly access the View Part pop-up window of the selected part:

The options that are displayed when you select the Individual Actions button are also available under the right-click actions.

Note: Please note that once you add an accounting connector (e.g., Sage, QuickBooks, Acumatica) to MobiWork, you will gain the option to sync the work order to the accounting connector through the Individual Actions or right-click drop-downs. For more information about connectors, please see the Connectors Framework page.

List Tab Right-Click Actions

When right-clicking with your mouse on a part in the "Parts List (Catalog)" tab, you will be able to view, edit, disable, and more to the selected part.

The options that are displayed when you right-click on a part are also available when you select the Individual Actions button.

Any actions that are done with the right-click actions will only apply to the selected part:

The definitions for the actions found in the Individual Actions and when you right-click in the "Parts List (Catalog)" tab are below:

Name	Description
"View"	Opens the View Part pop-up window.
"Edit"	Edits the selected part.
"Disable"	Disables the selected part, so that it won't show up on the "Parts List (Catalog)" tab by default.
"Delete"	Deletes the selected part. This is a non-reversible action; the "Disable" option is recommended over deleting.
"Add to Cart"	Add the part to a sales order.

Note: Please note that once you add an accounting connector (e.g., Sage, QuickBooks, Acumatica) to MobiWork, you will gain the option to sync the part to the accounting connector through the Individual Actions or right-click drop-downs. For more information about connectors, please see the Connectors Framework page.

Global Actions

The "Global Actions" section is located at the top-right of your Parts feature tabs:

The "Global Actions" section includes:

• The Plus Sign button which will allow you to quickly add a new part

• The More Actions button (represented by the three vertical dots) which will allow you to upload images, disable parts, import/export from excel, and more.

• The Question Mark button which will direct you to the respective MobiWork Features page

• The Shopping Cart which will open the View Shopping Cart pop-up window. If you have begun to add items to a shopping cart for a customer, the items will be listed in this pop-up window. Please see the Shopping Cart/Checkout section for more information about this feature.

• Please note that the View Shopping Cart pop-up window will only store the information for one customer at a time.

After clicking on the vertical three dots in the top-right corner, the More Actions drop-down menu will appear.

From the More Actions drop-down menu, you can select various actions that will help to manage your parts.

These actions can be performed on a single part or on multiple parts.

The complete list of actions found in the More Actions drop-down menu are defined below:

Name	Description
"Add Part"	Adds a new part to MobiWork
"Add Service"	Adds a new service to MobiWork
"Delete Selected Parts"	Deletes the selected parts. Please note that this is a nonreversible action.
"Disable Selected Parts"	Disables the selected parts
"Import From Excel"	Imports parts from Excel into MobiWork
"Export to Excel"	Exports parts from MobiWork to Excel
"Upload Images"	Allows you to upload multiiple images for your products or services with a zip file. When naming the image files, please ensure that they are named by MobiWork ID (a unique ID in MobiWork System) or external ID (a reference provide in your account.
"Delete Selected Image"	Deletes the images of selected services
"Settings"	Directs you to the Settings page

Note: Please note that once you add an accounting connector (e.g., Sage, QuickBooks, Acumatica) to MobiWork, you will gain the option to sync the parts to the accounting connector through the More Actions drop-down. For more information about connectors, please see the Connectors Framework page.