How do I?....

Assigning users to Requests and Orders - How do I see who is working on what?

In the top right hand corner of the request, you will see your icon. Click on your icon and the colour will turn solid, indicating you are assigned to the request or order. This icon will now show in the summary page for you and your team to see. You can unassign and re-assign as many times as you like!

Bulk Editing - How do I edit multiple lines at once? 

You can select all the parts in the request by selecting the top left-hand checkbox. You can also edit specific lines at the same time by selecting the check boxes in front of the parts that you wish to edit together. 

Removing Parts - How do I remove parts?

First, select the checkbox in front of the part you wish to remove. You can select multiple parts if you wish. Next, in the top right-hand corner of the parts list, you can select 'Remove'. 

Adding Parts - How do I add parts?

In the top right-hand corner of the parts list, select 'Add item'. Type in the description of the part and fill in the remaining information.

Setting Defaults - How do I set the same value for every request?

You can set default values for Grade, Lead time, Returns policy and Stock location. To set these values so they pre-fill in every request, in the column heading, click the down arrow. This will bring up a drop-down menu where you can set the default value. You will still be able to change the values within the request and you can change your defaults at any time. 

Part Level Notes & Images - How do I add notes and or images to a part?

Between the checkbox and the name of the part you want to add a note or image to, there is a grey down arrow. Click the down arrow, and it will open up a section below for you to add any notes or images to the part.