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Adding, Linking, and Removing Parts from a Quote/Estimate Labor

How to Add, Link, and Remove parts directly to/from a Quote/Estimate Labor

Add:

To ADD a part to a Quote/Estimate Labor, navigate to that Labor

Click on the Parts tab

Click on the + button

Click on + Add Part

Now you will be brought to a new page where you can add a part from your Inventory based on its Name or Number

When you have finished entering the necessary information, click Save



Now this part will show up under the Parts tab in the Quote/Estimate Labor

 

Link:

When a part is added to a Quote/Estimate, but not to any specific Labor in it, you can link the part to a Quote/Estimate Labor

Navigate to your Quote/Estimate Labor

Click on the Parts tab and the + button

Click on Assign Part

All parts for the Quote/Estimate that are not assigned to a Labor will be listed. To assign one, click Assign Part

Now the part will show up under the Parts tab in the Quote/Estimate Labor

 

Remove:

If you want to remove the link between a Quote/Estimate Labor and a Part, simply navigate to the Quote/Estimate Labor and click on the Parts tab

Click on the assigned Part that you want to remove

Click on the Remove from Labor button

Click Remove this Part

The part will no longer show up in the Parts tab in that Quote/Estimate Labor