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Merge pull request #174 from eeintech/part_refresh

Part Doc Refresh
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Oliver 2021-09-14 11:38:50 +10:00 committed by GitHub
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@ -7,7 +7,7 @@ title: Part Parameters
Part parameters are located in the "Parameters" tab, on each part detail page. Part parameters are located in the "Parameters" tab, on each part detail page.
There is no limit for the number of part parameters and they are fully customizable through the use of parameters templates. There is no limit for the number of part parameters and they are fully customizable through the use of parameters templates.
Here is an example of parameters for a Ceramic capacitor: Here is an example of parameters for a capacitor:
{% with id="part_parameters_example", url="part/part_parameters_example.png", description="Part Parameters Example List" %} {% with id="part_parameters_example", url="part/part_parameters_example.png", description="Part Parameters Example List" %}
{% include 'img.html' %} {% include 'img.html' %}
{% endwith %} {% endwith %}
@ -16,17 +16,14 @@ Here is an example of parameters for a Ceramic capacitor:
A *Parameter Template* is required for each part parameter. A *Parameter Template* is required for each part parameter.
To create a template, you have two options: To create a template:
1. navigate to the "Settings" page, click on the "Part" tab and then click on the "New Parameter" button - navigate to the "Settings" page
0. navigate to a specific part detail page, click on the "Parameters" tab, click on the "New Parameters" button then click on the "New Template" button in the newly displayed form. - click on the "Parts" tab
- scroll down to the "Part Parameter Templates" section
The `Create Part Parameter Template` form will be displayed: - click on the "New Parameter" button
{% with id="create_parameter_template", url="part/create_parameter_template.png", description="Create Part Parameter Template Form" %} - fill out the `Create Part Parameter Template` form: `Name` (required) and `Units` (optional) fields
{% include 'img.html' %} - finally click on the "Submit" button.
{% endwith %}
Fill-out the template `Name` (required) and `Units` (optional) fields then click the "Submit" button.
### Create Parameter ### Create Parameter
@ -42,5 +39,16 @@ Select the parameter `Template` you would like to use for this parameter, fill-o
### Parametric Tables ### Parametric Tables
!!! info "Future Feature Proposal" Parametric tables gather all parameters from all parts inside a category to be sorted and filtered.
Allow parts to be filtered using parameters. Narrow down the list of parameters to the parts found in each category.
To access a category's parametric table, click on the "Parameters" tab within the category view:
{% with id="parametric_table_tab", url="part/parametric_table_tab.png", description="Parametric Table Tab" %}
{% include 'img.html' %}
{% endwith %}
Below is an example of capacitor parametric table filtered with `Package Type = 0402`:
{% with id="parametric_table_example", url="part/parametric_table_example.png", description="Parametric Table Example" %}
{% include 'img.html' %}
{% endwith %}

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@ -68,19 +68,3 @@ By default, all parts are *Active*. Marking a part as inactive means it is not a
## Part Import ## Part Import
*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. *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.
## Related Parts
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.
Related parts can be added and are shown under a table of the same name in the "Part" view:
{% with id="related_parts", url="part/part_related.png", description="Related Parts Example View" %}
{% include 'img.html' %}
{% endwith %}
This feature can be enabled or disabled in the global part settings:
{% with id="related_parts_setting", url="part/part_related_setting.png", description="Related Parts Example View" %}
{% include 'img.html' %}
{% endwith %}

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@ -36,9 +36,4 @@ Any part can be set as "Template" part. To do so:
When a part's [*Template option*](#enable-template-part) is turned-on, "Variants" of this part can be created. When a part's [*Template option*](#enable-template-part) is turned-on, "Variants" of this part can be created.
To create a variant, navigate to a specific part detail page, click on the "Variants" tab then click on the "New Variant" button. To create a variant, navigate to a specific part detail page, click on the "Variants" tab then click on the "New Variant" button.
The `Create Variant` form will be displayed: The `Duplicate Part` form will be displayed. Fill it out then click on <span class="badge inventree confirm">Submit</span> to create the variant.
{% with id="create_part_variant", url="part/create_part_variant.png", description="Create Part Variant Form" %}
{% include 'img.html' %}
{% endwith %}
Fill-out the form then click on <span class="badge inventree confirm">Submit</span> to create the variant.

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@ -2,45 +2,67 @@
title: Part Views title: Part Views
--- ---
The Part information page organizes part data into sections, displayed as tabs. The main part view is divided into 4 different panels:
1. Categories
2. Details
3. Tabs
4. Content of each tab
{% with id="part_view_intro", url="part/part_view_intro.png", description="Part View Introduction" %}
{% include 'img.html' %}
{% endwith %}
<p></p>
## Categories
The categories of each part is displayed on the top navigation bar as show in the above screenshot.
[Click here](./part.md#part-category) for more information about categories.
## Part Details ## Part Details
The *Details* tab shows a detail view which provides information about the particular part. Details provides information about the particular part. Parts details can be displayed in the header panel clicking on "Show Part Details" toggle button.
{% with id="part_overview", url="part/part_overview.png", description="Part details" %} {% with id="part_overview", url="part/part_overview.png", description="Part details" %}
{% include 'img.html' %} {% include 'img.html' %}
{% endwith %} {% endwith %}
<p></p>
A Part is defined in the system by the following parameters: A Part is defined in the system by the following parameters:
### Part Definition Fields **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.
**Part Name** - The Part name is a simple (unique) text label **Name** - The Part name is a simple (unique) text label
**Description** - Longer form text field describing the Part **Description** - Longer form text field describing the Part
**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.
**Revision** - An optional revision code denoting the particular version for the part. Used when there are multiple revisions of the same master part object. **Revision** - An optional revision code denoting the particular version for the part. Used when there are multiple revisions of the same master part object.
**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. **Keywords** - Optional few words to describe the part and make the part search more efficient.
**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. **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.
**Creation Date** - Indicates when the part was created and by which user (label on right-hand side)
**Units** - Units of measure (UoM) for this Part. The default is 'pcs' **Units** - Units of measure (UoM) for this Part. The default is 'pcs'
## Parameters ## Part Tabs
Parts can have multiple defined [parameters](./parameter.md). The Part view page organizes part data into sections, displayed as tabs. Each tab has its own function, which is described in this section.
## Variants ### Parameters
Parts can have multiple defined parameters.
[Read about Part parameters](./parameter.md)
### Variants
If a part is a *Template Part* then the *Variants* tab will be visible. If a part is a *Template Part* then the *Variants* tab will be visible.
[Read about Part templates](./template.md) [Read about Part templates](./template.md)
## Stock ### Stock
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*. 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*.
@ -48,66 +70,82 @@ The *Stock* tab shows all the stock items for the selected *Part*. The user can
{% include 'img.html' %} {% include 'img.html' %}
{% endwith %} {% endwith %}
### Functions #### Functions
The following functions are available from the *Part Stock* view. The following functions are available from the *Part Stock* view.
#### Export ##### Export
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. 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.
#### New Stock Item ##### New Stock Item
Launches a dialog to create a new *Stock Item* for the selected *Part*. Launches a dialog to create a new *Stock Item* for the selected *Part*.
#### Stock Actions ##### Stock Actions
If stock items are selected in the table, stock actions are enabled via the drop-down menu. If stock items are selected in the table, stock actions are enabled via the drop-down menu.
## Allocations ### Allocations
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). 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).
## BOM ### Bill of Materials
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). 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).
## Build Orders ### Build Orders
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. 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.
## Used In ### Used In
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*. 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*.
## Suppliers ### Suppliers
The *Suppliers* tab displays all the *Supplier Parts* for the selected *Part*. The *Suppliers* tab displays all the *Part Suppliers* and *Part Manufacturers* for the selected *Part*.
This tab is only visible if the *Part* is designated as *Purchaseable*. This tab is only visible if the *Part* is designated as *Purchaseable*.
{% with id="part_suppliers", url="part/part_suppliers.png", description="Part Suppliers" %} {% with id="part_manufacturers_suppliers", url="part/part_manufacturers_suppliers.png", description="Part Suppliers and Manufacturers" %}
{% include 'img.html' %} {% include 'img.html' %}
{% endwith %} {% endwith %}
## Purchase Orders ### Purchase Orders
The *Part Purchase Orders* tab lists all the Purchase Orders against the selected part. The *Part Purchase Orders* tab lists all the Purchase Orders against the selected part.
This tab is only displayed if the part is marked as *Purchaseable*. This tab is only displayed if the part is marked as *Purchaseable*.
## Sales Orders ### Sales Orders
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. 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.
## Tests ### Tests
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). 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).
## Attachments ### Related Parts
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.
Related parts can be added and are shown under a table of the same name in the "Part" view:
{% with id="related_parts", url="part/part_related.png", description="Related Parts Example View" %}
{% include 'img.html' %}
{% endwith %}
This feature can be enabled or disabled in the global part settings:
{% with id="related_parts_setting", url="part/part_related_setting.png", description="Related Parts Example View" %}
{% include 'img.html' %}
{% endwith %}
### Attachments
The *Part Attachments* tab displays file attachments associated with the selected *Part*. Multiple file attachements (such as datasheets) can be uploaded for each *Part*. The *Part Attachments* tab displays file attachments associated with the selected *Part*. Multiple file attachements (such as datasheets) can be uploaded for each *Part*.
## Notes ### Notes
A part may have notes attached, which support markdown formatting. A part may have notes attached, which support markdown formatting.