To edit a part, you will first need to be on the Parts feature tab on MobiWork; for more information on how to access this page, please see the Parts List (Catalog) section.
Once you are on this page, there are three different ways you can edit the part:
Clicking on the part ID to open the View Part pop-up window
- In the upper right-corner of the View Part pop-up window, you will see a Pencil icon and the Individual Actions button. Either option will allow you to edit the part.
- Please note that there are many ways that you can access the View Part pop-up window. Please see the View Part page for the different ways that you can open the View Part pop-up window.
Right-clicking on a part to open the right-click options. (The options that are displayed when you right-click on a part are also available when you select the Individual Actions button.)
Clicking on the Individual Actions button (the three vertical dots) from the "Actions" column. (The options that are displayed from the Individual Actions button are the same as when you right-click on a part.)
Please note that if you choose to edit a part directly from the View Quote or View Invoice pop-up windows, you will only be able to edit that singular instance of the part.
There are several different ways to edit a single part. The section, How to Access the Page, will illustrate how to navigate to the methods listed below:
Clicking on the ID of a specific part to open the View Part pop-up window and selecting the "Edit" option from the drop-down or the Pencil icon:
- Right-clicking on the Parts feature page, and selecting the "Edit" option from the drop-down menu:
Clicking on the Individual Actions of a specific part and selecting the "Edit" option from the drop-down menu:
Edit a Product Pop-up Window
Regardless of how you choose to edit a part, the Edit Part pop-up window will then appear.
In this window you can update the warehouse location of the part, the description of the part, upload the part image, and more:
The terms found in the Edit Part pop-up window are defined below:
| Name: | Description: |
|---|---|
| "Product Type" | Indicates if the product is either a part (an item that can be sold) or a service (a task that is performed for compensation). |
| "Name" | The designated name or title of the part for easy identification. |
| "Manufacturer" | The company or entity responsible for producing or creating the part. |
| "Model" | The model number of the part. |
| "SKU #" | The stock keeping unit of the part; this can be used to store the barcode number. |
| "Price" | The price of the part. |
| "Cost" | How much the listed part costs your company. |
| "Taxable" | Indicates if the product is taxable or not; if taxable, please click the checkbox. |
| "Competitor Product" | Indicates if the part listed is a competitor product. |
| "Category" | The category that the part is classified under. |
| "Category Name" | The Category Name field will only display if the "Create New" option is selected from the Category drop-down. This field is the name of the category. |
| "Subcategory Name" | The Subcategory Name field will only display if the "Create New" option is selected from the Category drop-down. This field is the name of the subcategory. |
| "Image" | The associated image that represents the part. |
| "Description" | The description of the part |
| "External ID" | The external ID (outside of MobiWork) of the product. |
| "Enabled" | If checked, the product is activated so it will show up on the Parts List tab by default |
| "Discount Allowed" | Indicates if a discount is allowed on the part. |
| "Max Discount Percent Allowed" | Indicates the maximum discount percentage allowed for the part |
| "Points" | A numerical system used to calculate sales rankings and objectives. |
| "Convert To Asset" | Converts the part into an asset. Will also allow mobile users to convert the selected part into a device while completing work orders. |
| "Generic Part" | |
| "Non-Inventory Item" | |
| "Warehouse Location" | The exact coordinates of where the part is located in the warehouse. |