Assigning Parts and Parts Codes

To assign a Parts Code to a customer, navigate to Parts > Miscellaneous > Customers, locate the customer record, open it, select the appropriate Parts Code from the dropdown, and save your changes.

Navigation: Parts > Miscellaneous > Customers

How do I locate the customer record in the Primary Grid?

1. Filter/Sort the primary grid to locate the customer record.

2. Select the customer by clicking on the corresponding line.

How do I assign a Parts Code within a customer record?

3. Click the Parts Code dropdown and select the corresponding code.

4. Click Save in the Action Ribbon.