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title, layout
| title | layout |
|---|---|
| Part Templates | page |
Part Templates
There are various purposes for using Part Templates, among them:
- Template parts can hold information that can be re-used across "Variants", a template part could be useful for creating a base variant of an assembly which can be derived from, with BoM changes for instance.
- Variants can be used as "manufacturing variants" where the variant dictates a particular configuration which a customer can order: a variant might determine the particular options that come with a part, like harnesses, enclosure, color, specs, etc.
"Variants" parts will reference the "Template" part therefore explicitly creating and showing direct relationship. They also allow you to do special things like:
- Serial Numbers
Parts that are linked in a template / variant relationship must have unique serial numbers (e.g. if you have a template part Widget, and two variants Widget-01 and Widget-02 then any assigned serial numbers must be unique across all these variants). - Stock Reporting
The "stock" for a template part includes stock for all variants under that part. - Logical Grouping
The template / variant relationship is subtly different to the category / part relationship.
Enable Template Part
Any part can be set as "Template" part. To do so:
- navigate to a specific part detail page
- click on the "Details" tab
- locate the part options on the right-hand side
- toggle the
Templateoption so it shows green / slider to the right: {% with id="enable_template_part", url="part/enable_template_part.png", description="Enable Template Part Option" %} {% include 'img.html' %} {% endwith %}
Create Variant
When a part's Template option 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.
The Create Variant form will be displayed:
{% 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 the "Submit" button to create the variant.