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title, layout
| title | layout |
|---|---|
| Part Views | page |
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'
Part Options
A Part can provide different functionality based on the following options.
Virtual - A Virtual part is one which does not physically exist but should still be tracked in the system. This could be a process step, machine time, software license, etc.
Template - A Template part is one which can have variants which exist underneath it. Read further information about template parts here.
Assembly - If a part is designated as an Assembly it can be created (or built) from other component parts. As an example, a circuit board assembly is made using multiple electronic components, which are tracked in the system. An Assembly Part has a Bill of Materials (BOM) which lists all the required sub-components. Read further information about BOM management here.
Component - If a part is designated as a Component it can be used as a sub-component of an Assembly. Read further information about BOM management here
Trackable - If a part is designed as trackable, it can be tracked using unique serial numbers.
Purchaseable - If a part is designated as Purchaseable it can be purchased from external suppliers. Setting this flag allows parts to be added to purchase orders.
Salable - If a part is designated as Salable it can be sold to external customers. Setting this flag allows parts to be added to sales orders.
Active - By default, all parts are Active. Marking a part as inactive means it is not available for many actions, but the part remains in the database. If a part becomes obsolete, it is recommended that it is marked as inactive, rather than deleting it from the database.
Parameters
Parts can have multiple defined parameters.
Variants
If a part is a Template Part then the Variants tab will be visible.
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.