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Part Views

The Part information page organizes part data into sections, displayed as tabs.

Part Details

The Details tab shows a detail view which provides information about the particular part.

{% with id="part_overview", url="part/part_overview.png", description="Part details" %} {% include 'img.html' %} {% endwith %}

A Part is defined in the system by the following parameters:

Part Definition Fields

Part Name - The Part name is a simple (unique) text label

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.

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.

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.

Units - Units of measure (UoM) for this Part. The default is 'pcs'

Parameters

Parts can have multiple defined parameters.

Variants

If a part is a Template Part then the Variants tab will be visible.

Read about Part templates

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.

{% with id="part_stock", url="part/part_stock.png", description="Part Stock" %} {% include 'img.html' %} {% endwith %}

Functions

The following functions are available from the Part Stock view.

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.

New Stock Item

Launches a dialog to create a new Stock Item for the selected Part.

Stock Actions

If stock items are selected in the table, stock actions are enabled via the drop-down menu.

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).

BOM

The BOM tab displays the Bill of Materials - 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

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

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

The Suppliers tab displays all the Supplier Parts for the selected Part.

This tab is only visible if the Part is designated as Purchaseable.

{% with id="part_suppliers", url="part/part_suppliers.png", description="Part Suppliers" %} {% include 'img.html' %} {% endwith %}

Purchase Orders

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.

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.

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.

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.

Notes

A part may have notes attached, which support markdown formatting.