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Parts - Right-Click Options

There are options available when right-clicking on the Parts option from the Warehouse Tree and by right clicking in the Active Pane after clicking on the Parts Tree option.

Right-Click Options (from Warehouse Tree)

Load Parts to Grid - This option is typically used when setting up a new Warehouse.  You have the ability to copy the entire parts list from another warehouse into the currently viewed warehouse.  When this option is selected, a list of all active warehouses will be listed from which to select.  This option is typically used when setting up a new Technician warehouse and the new warehouse will contain all or most of the same parts as another Technician warehouse.  Using this option eliminates the process of having to access each individual part and linking the new warehouse to the part.  For more detailed instructions on this topic refer to the link:

Copy Parts from one Warehouse to Another

Stock Adjustment - Selecting this option will open the Stock Adjustment form for the lowest alpha-numeric part number on the parts list to perform a stock adjustment.  If the you are not adjusting the stock for this part, you will need to highlight a part in the Active Pane, right-click then select the Stock Adjustment option to adjust that part.

Refresh - Selecting this option will refresh all information displayed in the Active Pane.

Right-Click Options (from Active Pane)

Open Part - While highlighting a Part and selecting this option will open the Part Explorer for the part.

Edit Part - While highlighting a Part and selecting this option, the Part will open in Edit Mode.  User permissions are required for this option.  If you do not have Part Edit permissions, this option will be dimmed-out.

Load Parts to Grid - Same description above.

Stock Adjustment - Same description above.

Refresh - Same description above.

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