How to access the Parts & Services listing page in V3 Zuper Web App?

The products are the most significant part of the field service, and especially for the field technicians, those who gain end-to-end details about the product can quickly solve the issues / do service. 

Navigation: Parts & Services -> Parts & Services Listing Page

Overview:

1. Select the "Parts & Services" module from the left navigation menu.

2. Click the "Quick Filter" dropdown & select the "Apply Quick Filter". 

Note: Manage Quick Filter helps to add the new quick filter and remove the quick filter. 

3. You can use the   search input to find the jobs using freetext keywords. 

This search, by default, looks up against ID, Prefix.

Note: If you want to search for more criteria such as address, zip code, etc.,. Please reach out to our support team to enable them for your account.

 

Note: You can click on the column names, such as ‘Name’ to sort the part and service by ascending or descending order.

5. Click the "Export" button to preview and download the Parts & Services Report as an Excel file. 

 

6. Click the "Customize" button to customize the table columns, and you can reorder the columns by drag and drop using  the icon. 

8. Click the "+New Parts / Service" button to create the parts/service. 

 

9. The bottom panel enables you to customize the items per page, and You can use right and left arrows to navigate between the pages. 

10. Enter the page number in the "Goto" option to navigate the page. 

How to add a filter and save it as a quick filter?

Filter

1. Select the filter icon to filter the part and service module details. 

 

2. Click the "Filter" button to provide the conditions. 

 

3. Enter the field type to choose the field, then select the operator and enter the field value to choose the field.

Click the "Apply Filter" button. 

Note: You can use the "+" button to add multiple filters. 

4. The filter is applied is applied successfully. 

5. Click the "Clear Filter" button to remove the filter. 

Quick Filter:

1. Click the "+ Add Filter" button to provide the conditions. 

 

2. Enter the field type to choose the field, then select the operator and enter the field value to choose the field.

Click the "Apply Filter" button. 

Note: You can use the "+" button to add multiple filters. 

3.  a. Filter Name (Mandatory) - Give a unique name for the filter.

     b. Filter Applicability (Mandatory) - This option lets you choose the users with whom you want to share this quick filter. 

    Click the "Save Filter" button to create the quick filter. 

4. The new quick filter is created successfully. 

Part and service module is a critical part to manage all the product creation, view the listing page, and perform various actions on the details page. 

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