Required Material tab for Tasks

Updated by Cheryl Wallace

The Required Materials tab of the Tasks page is used to maintain a list of consumable parts (materials) regularly stocked in inventory to be used in carrying out this service task when the service is completed in-house.

To add consumable parts as requirements to the task:

  1. Look up the task under Service > Tasks.
  2. Click the Required Material tab.
  3. Add each required 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 of the part required.
  4. Click in the edit tool bar to save.
To remove a part number from the required materials list, select the part and click in the grid.

See also:

​Copyright © 2020-2025 ToolHound Inc. All Rights Reserved.

How did we do?