In addition to assigning parts through a Service Plan, you can add repair parts directly to a Tool Model Record. This ensures those parts are automatically available when creating or updating Service Plans.
Steps to Add Repair Parts
From the left-hand navigation menu, go to Inventory > Catalog.
Use the search bar or the Categories list to locate the product.
Select the checkbox for the product, then open the Actions menu and click View Detail.
In the Product Details screen, scroll down and expand the Service panel.
Select the Repair Parts tab.
In the Repair Parts section, click the Actions dropdown and select Add.
In the Material Model Browser, use the Categories list to narrow your search.
Select the item you want to add by checking the box next to it.
Click OK to add the item to the model’s Repair Parts list.
Back in the Repair Parts section, enter the Required quantity for the item.
Once saved, these repair parts are immediately available for selection when building or editing Service Plans for this model.