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@ -68,19 +68,3 @@ By default, all parts are *Active*. Marking a part as inactive means it is not a
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## Part Import
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## Part Import
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*Parts* can be imported by staff-members on the part-list-view (this feature must be enabled in the part-settings), in the part-settings or on the [admin-page for parts](../admin/import.md) (only accessible if you are also an admin). The first two options provide a multi-stage wizard that enables mapping fields from various spreadsheet or table-data formats while the latter requires a well-formatted file but is much more performant.
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*Parts* can be imported by staff-members on the part-list-view (this feature must be enabled in the part-settings), in the part-settings or on the [admin-page for parts](../admin/import.md) (only accessible if you are also an admin). The first two options provide a multi-stage wizard that enables mapping fields from various spreadsheet or table-data formats while the latter requires a well-formatted file but is much more performant.
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## Related Parts
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Related Part denotes a relationship between two parts, when users want to show their usage is "related" to another part or simply emphasize a link between two parts.
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Related parts can be added and are shown under a table of the same name in the "Part" view:
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{% with id="related_parts", url="part/part_related.png", description="Related Parts Example View" %}
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{% include 'img.html' %}
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{% endwith %}
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This feature can be enabled or disabled in the global part settings:
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{% with id="related_parts_setting", url="part/part_related_setting.png", description="Related Parts Example View" %}
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{% include 'img.html' %}
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{% endwith %}
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@ -2,45 +2,65 @@
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title: Part Views
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title: Part Views
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---
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---
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The Part information page organizes part data into sections, displayed as tabs.
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The main part view is divided into 4 different panels:
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1. Categories
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2. Details
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3. Tabs
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4. Content of each tab
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{% with id="part_view_intro", url="part/part_view_intro.png", description="Part View Introduction" %}
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{% include 'img.html' %}
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{% endwith %}
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<p></p>
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## Categories
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The categories of each part is displayed on the top navigation bar as show in the above screenshot.
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[Click here](../part/#part-category) for more information about categories.
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## Part Details
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## Part Details
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The *Details* tab shows a detail view which provides information about the particular part.
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Details provides information about the particular part. Parts details can be displayed in the header panel clicking on "Show Part Details" toggle button.
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{% with id="part_overview", url="part/part_overview.png", description="Part details" %}
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{% with id="part_overview", url="part/part_overview.png", description="Part details" %}
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{% include 'img.html' %}
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{% include 'img.html' %}
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{% endwith %}
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{% endwith %}
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<p></p>
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A Part is defined in the system by the following parameters:
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A Part is defined in the system by the following parameters:
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### Part Definition Fields
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**Internal Part Number (IPN)** - A special code which can be used to link a part to a numbering system. The IPN field is not required, but may be useful where a part numbering system has been defined.
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**Part Name** - The Part name is a simple (unique) text label
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**Name** - The Part name is a simple (unique) text label
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**Description** - Longer form text field describing the Part
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**Description** - Longer form text field describing the Part
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**Internal Part Number (IPN)** - A special code which can be used to link a part to a numbering system. The IPN field is not required, but may be useful where a part numbering system has been defined.
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**Revision** - An optional revision code denoting the particular version for the part. Used when there are multiple revisions of the same master part object.
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**Revision** - An optional revision code denoting the particular version for the part. Used when there are multiple revisions of the same master part object.
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**Category** - The Part category is used to group or arrange parts, as per the particular requirements of the user. Categories are arranged in a 'tree' where each category may have multiple child categories.
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**Keywords** - Optional few words to describe the part and make the part search more efficient.
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**External Link** - An external URL field is provided to link to an external page. This could be useful the part has extra documentation located on an external server.
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**External Link** - An external URL field is provided to link to an external page. This could be useful the part has extra documentation located on an external server.
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**Creation Date** - Indicates when the part was created and by which user (label on right-hand side)
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**Units** - Units of measure (UoM) for this Part. The default is 'pcs'
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**Units** - Units of measure (UoM) for this Part. The default is 'pcs'
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## Parameters
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## Part Tabs
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The Part view page organizes part data into sections, displayed as tabs. Each tab has its own function, which is described in this section.
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### Parameters
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Parts can have multiple defined [parameters](./parameter.md).
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Parts can have multiple defined [parameters](./parameter.md).
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## Variants
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### Variants
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If a part is a *Template Part* then the *Variants* tab will be visible.
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If a part is a *Template Part* then the *Variants* tab will be visible.
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[Read about Part templates](./template.md)
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[Read about Part templates](./template.md)
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## Stock
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### Stock
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The *Stock* tab shows all the stock items for the selected *Part*. The user can quickly determine how many parts are in stock, where they are located, and the status of each *Stock Item*.
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The *Stock* tab shows all the stock items for the selected *Part*. The user can quickly determine how many parts are in stock, where they are located, and the status of each *Stock Item*.
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@ -48,39 +68,39 @@ The *Stock* tab shows all the stock items for the selected *Part*. The user can
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{% include 'img.html' %}
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{% include 'img.html' %}
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{% endwith %}
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{% endwith %}
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### Functions
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#### Functions
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The following functions are available from the *Part Stock* view.
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The following functions are available from the *Part Stock* view.
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#### Export
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##### Export
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Exports the stocktake data for the selected Part. Launches a dialog to select export options, and then downloads a file containing data for all stock items for this Part.
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Exports the stocktake data for the selected Part. Launches a dialog to select export options, and then downloads a file containing data for all stock items for this Part.
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#### New Stock Item
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##### New Stock Item
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Launches a dialog to create a new *Stock Item* for the selected *Part*.
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Launches a dialog to create a new *Stock Item* for the selected *Part*.
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#### Stock Actions
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##### Stock Actions
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If stock items are selected in the table, stock actions are enabled via the drop-down menu.
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If stock items are selected in the table, stock actions are enabled via the drop-down menu.
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## Allocations
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### Allocations
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The *Allocated* tab displays how many units of this part have been allocated to pending build orders and/or sales orders. This tab is only visible if the Part is a *component* (meaning it can be used to make assemblies), or it is *salable* (meaning it can be sold to customers).
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The *Allocated* tab displays how many units of this part have been allocated to pending build orders and/or sales orders. This tab is only visible if the Part is a *component* (meaning it can be used to make assemblies), or it is *salable* (meaning it can be sold to customers).
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## BOM
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### Bill of Materials
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The *BOM* tab displays the [Bill of Materials](../build/bom.md) - a list of sub-components used to build an assembly. Each row in the BOM specifies a quantity of another Part which is required to build the assembly. This tab is only visible if the Part is an *assembly* (meaning it can be build from other parts).
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The *BOM* tab displays the [Bill of Materials](../build/bom.md) - a list of sub-components used to build an assembly. Each row in the BOM specifies a quantity of another Part which is required to build the assembly. This tab is only visible if the Part is an *assembly* (meaning it can be build from other parts).
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## Build Orders
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### Build Orders
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The *Build Orders* tab shows a list of the builds for this part. It provides a view for important build information like quantity, status, creation and completion dates.
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The *Build Orders* tab shows a list of the builds for this part. It provides a view for important build information like quantity, status, creation and completion dates.
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## Used In
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### Used In
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The *Used In* tab displays a list of other parts that this part is used to make. This tab is only visible if the Part is a *component*.
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The *Used In* tab displays a list of other parts that this part is used to make. This tab is only visible if the Part is a *component*.
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## Suppliers
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### Suppliers
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The *Suppliers* tab displays all the *Supplier Parts* for the selected *Part*.
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The *Suppliers* tab displays all the *Supplier Parts* for the selected *Part*.
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@ -90,24 +110,40 @@ This tab is only visible if the *Part* is designated as *Purchaseable*.
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{% include 'img.html' %}
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{% include 'img.html' %}
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{% endwith %}
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{% endwith %}
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## Purchase Orders
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### Purchase Orders
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The *Part Purchase Orders* tab lists all the Purchase Orders against the selected part.
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The *Part Purchase Orders* tab lists all the Purchase Orders against the selected part.
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This tab is only displayed if the part is marked as *Purchaseable*.
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This tab is only displayed if the part is marked as *Purchaseable*.
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## Sales Orders
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### Sales Orders
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The *Sales Orders* tab shows a list of the sales orders for this part. It provides a view for important sales order information like customer, status, creation and shipment dates.
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The *Sales Orders* tab shows a list of the sales orders for this part. It provides a view for important sales order information like customer, status, creation and shipment dates.
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## Tests
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### Tests
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If a part is marked as *trackable*, the user can define tests which must be performed on any stock items which are instances of this part. [Read more about testing](./test.md).
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If a part is marked as *trackable*, the user can define tests which must be performed on any stock items which are instances of this part. [Read more about testing](./test.md).
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## Attachments
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### Related Parts
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Related Part denotes a relationship between two parts, when users want to show their usage is "related" to another part or simply emphasize a link between two parts.
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Related parts can be added and are shown under a table of the same name in the "Part" view:
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{% with id="related_parts", url="part/part_related.png", description="Related Parts Example View" %}
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{% include 'img.html' %}
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{% endwith %}
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This feature can be enabled or disabled in the global part settings:
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{% with id="related_parts_setting", url="part/part_related_setting.png", description="Related Parts Example View" %}
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{% include 'img.html' %}
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{% endwith %}
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### Attachments
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The *Part Attachments* tab displays file attachments associated with the selected *Part*. Multiple file attachements (such as datasheets) can be uploaded for each *Part*.
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The *Part Attachments* tab displays file attachments associated with the selected *Part*. Multiple file attachements (such as datasheets) can be uploaded for each *Part*.
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## Notes
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### Notes
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A part may have notes attached, which support markdown formatting.
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A part may have notes attached, which support markdown formatting.
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