Required Tools tab for Tasks

Updated by Cheryl Wallace

The Required Tools tab of the Tasks page is used to maintain a list of bulk or serialized tools that are regularly stocked in your inventory to be used in carrying out this service task when the service is completed in-house.

To add serialized or bulk parts as requirements to the task:

  1. Look up the task under Service > Tasks.
  2. Click the Required Tools tab.
  3. Add each part.
    1. Click at the top left of the grid. The Parts Catalog is displayed. Enter a search parameter using any of Description, Part Number, or Item ID. Or, use the categories below the search.
    2. Select the Part Number and click Close.
    3. Enter the Quantity required to complete the task.
  4. Click in the edit tool bar to save.
 To remove a part number from the required tools list, select the part and click in the grid.

See also:

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