How to add parts

  • Published on Jul 25, 2025
  • 1 minute(s) read
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Add parts to your project for quotes and orders.

Prerequisites

  • Project with editing permissions

  • Part number or SKU

Steps to Add Parts

Step 1: Navigate to Items Tab

Click the "Items" tab in the left sidebar.

Step 2: Click Add Part

Click the "Add part" button in the Parts section or the “New” button.

Step 3: Enter Part Number

Enter the part number in the dialog. The system displays matching part details.

Step 4: Set Quantity and Save

Adjust quantity with +/- buttons and click "Save".

Step 5: View Added Part

Part appears in table showing name, quantity, price, and who added it.

Part Actions

Use the three-dot menu to:

  • Edit quantity

  • View details

  • Remove from project

  • Add to cart

Troubleshooting

  • Part not found: Verify part number, check for typos

  • Cannot add part: Check edit permissions

  • Wrong part added: Use menu to remove and re-add