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Part Types group inventory into standardized categories such as bearings, belts, filters, or electrical components. Consistent classification improves procurement accuracy, stock filtering, and spare-parts reporting.

Part Types table with plus button highlighted
New Part Type dialog with Name field and Submit button
  1. Open Admin PortalSettingsReference Data.
  2. Find Part Types and click +.
  3. Complete the form:
FieldDescriptionRequired
NameCategory (e.g. “Bearings”).Yes
Override NameTranslated label.No
  1. Click Submit.
  1. More (⋯)Edit.
  2. Update Name or Override Name.
  3. Click Update.
  1. More (⋯)Delete.
  2. Safeguard: Deletion is blocked while any part uses this type. Reassign parts first.

After creating, editing, or deleting a part type:

  1. Confirm the Part Types table reflects your latest update.
  2. Verify naming consistency and remove near-duplicate categories.
  3. Open a part create/edit form and confirm the updated type options are available.