Add service parts

You can add service parts from Kimball or National through the Worksheet area or from the Content tab of Explorer bar.

From the Content tab:

1. Navigate your way down to a part number used in a specification. Or, use QuickSearch or Search to find a product.
   
   

2. Click the Service Parts icon next to the product name. 
   
   
   
   

3. Resize the Service Parts dialog to better view its contents.
   
   The service part numbers are listed on the left side, while an illustration on the right side shows where the service parts are located.
   
   
   
   

4. Click on a service part number to add it to the Selected Service Parts list.
   
   If you see a Note icon next to the part number, you can click on it to read any notes about that part.
   
   

5. Add other parts if necessary. If you want to remove a selected service part, select it then click Remove.
   
   To clear the list, click Clear List.
   
   
   
   

6. By default, items sent to worksheets will be flagged. If you do not want them to be flagged clear the checkmark beside Flag items sent to worksheets.
   
   

7. When done, click Send To, Worksheets, then select the worksheet.
   
   The service parts are added to the worksheet.
   
   
   
   These items are automatically price locked (notice the Price Lock icon under the Lock column) to prevent changes to the price. For no charge items, use the Item menu to delete pricing.

From the Worksheet area:

1. Select or make the line item current.
   
   

2. From the Item menu, choose Select Service Parts.
   
   

3. Follow steps 3 to 6 above.