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Editing Existing Parts in Your Inventory

Keeping your parts list accurate ensures your technicians, dispatchers, and billing teams always select the right item, use correct pricing, and avoid confusion during service order creation or invoicing.

Who this is for

Admins or inventory managers responsible for keeping parts data accurate and up to date.

What you’ll learn

  • Locate and edit existing parts
  • Update part details such as name, description, cost, or manufacturer
  • Adjust manual price markups
  • Delete parts that are no longer needed

Before you start

  • You must have Admin or Inventory Manager permissions.
  • Know which part you want to edit or remove.
  • Make sure you understand how markups affect your pricing (see Rates & Fees).

Quick Summary (TL;DR)

  1. Go to Parts & Inventory → Parts.
  2. Find the part you want to edit.
  3. Click the three dots (⋯) next to it.
  4. Choose Edit to make changes, or Delete to remove.
  5. Update fields and click Update.

Step-by-Step

  1. Navigate to Parts & Inventory from the main menu.

  2. Select Parts to open your parts repository.

    [add screenshot: parts-repository-view.png, capture: Parts list screen showing all parts, annotate: highlight three-dot menu next to a part, caption: Locate the part and open the menu options.]

  3. Find the part you want to edit and click the three dots (⋯) on the far right.

  4. Select Edit from the dropdown menu.

    [add screenshot: edit-part-menu.png, capture: Dropdown menu showing Edit and Delete options, annotate: highlight Edit option, caption: Choose Edit to open the part details window.]

  5. Update any of the following fields as needed:

    • Part Number

    • Name

    • SKU (if you use your own format)

    • Description

    • Manufacturer

    • Cost or Manual Markup Override

      [add screenshot: edit-part-form.png, capture: Edit Part modal showing editable fields, annotate: highlight fields being changed, caption: Edit your part details and apply any cost or markup updates.]

  6. Click Update to commit your changes.

  7. If you need to remove the part, return to the menu and select Delete. Confirm to remove it permanently.

    [add screenshot: delete-part-confirm.png, capture: Delete confirmation dialog, annotate: highlight confirm button, caption: Confirm deletion if you no longer need the part.]

Troubleshooting

Symptom Likely Cause Fix Prevent
Changes didn’t save Didn’t click Update Reopen and click Update Always confirm success message
Can’t find the part Filter or search mismatch Clear filters or search again Use full or partial name for search
Deleted wrong part No undo available Recreate the part manually Double-check before deleting

FAQs

Can I restore a deleted part?

No. Deleting removes it permanently; recreate it if needed.

Does editing affect existing service orders?

No. Changes apply only to new work items added after the update.

Can I edit multiple parts at once?

Not yet. Each part must be edited individually.