Part Information - Tutorial: View / Edit Part

​

Overview

​

View a Part

1. From the Parts Information → Manage Parts submodule, click on the View / Edit Part tab.
2. Click the dropdown menu next to the Part Number field.
3. Enter the Part Number, then click to select it.
4. You can now view the Part details across multiple sections. Each section contains specific information about the Part. For detailed field definitions and comprehensive information about each section, refer to the View / Edit / Add Part Information Reference.

​

Edit a Part

1. Click Edit in the toolbar to update or add information to the Part. When you enter Edit mode, the toolbar buttons will change (see details below).
2. The View / Edit Part tab includes the same sections as Add Part. For detailed field definitions, refer to the View / Edit / Add Part Information Reference.
3. After a Part has been created, additional sections become available in Edit mode. This included the following editable sections:
   • Material Requirements (MRP System) (Manufactured only): Defines materials management details for manufactured parts. See details below.
   • Artist's Information: Contains technical and label properties for paint products. See details below.
   • Approved Substitutions: Lists alternative parts that can be used in place of the primary one. See details below.
4. To attach relevant documents, use the Part Documents or Cost Documents sections:
   • Click + Upload Document under “Files” to open a file browser and select the document you want to attach.
   • Click Start upload to begin uploading.
   • Click Cancel upload if you need to cancel the upload.
5. Make any necessary edits to the form fields. For help understanding specific fields, see the View / Edit / Add Part Information Reference page.
6. When finished, click Save at the top of the page.

​

Edit Toolbar Buttons

• Cancel Editing: Cancel editing.
• Save: Save the changes to the Part.
• Clear: Clear all information from the Part.
• Delete Part: Delete the Part.
• Customer Pricing: View pricing by customer.
• Conformity Certificate: Generate compliance certificates based on toxicology reports and regulatory requirements. These certificates can be sent to customer when requested or required.
• Add Note: Attach a note to the Part. You can optionally choose an expiration date for the note.
  • Note Type (Required): Choose from Purchasing, Production, or General.
  • Content (Required): Field for note text.
• Previous Part: Navigate to the previous Part by Part Number sequence.
• Next Part: Navigate to the next Part by Part Number sequence.

​

Material Requirements (MRP System)

​

Edit the MRP System

1. While in Edit view, you can add a part or a message to the MRP System. This allows you to link sub-parts and specify quantities or add planning notes or special instructions for production users.
2. Under Add a Part, fill in the following fields:
   1. Sub-part number: Type two letters to search for and select a sub-part number.
   2. Quantity: Enter the required quantity of the sub-part.
3. Click the Add Component button to add the component to the MRP System.
4. Under Add Message, choose a message from the drop down.
   1. If you want to create a new message, click the New message link.
   2. Enter the message in the pop-up window and click YES, add message when complete or Cancel to go back to the previous window.
5. Click the Add Message button to add the message to the MRP System.
6. To delete a part from the MRP System, click the delete button (red “X”) at the end of the row. The confirm with YES, delete component or NO, close window to return to the previous window.

​

Artist’s Information

​

Add Artist’s Information

1. In the Edit view, enter the artist information.
   1. Color Name: Name of the color as it will appear on labels.
   2. Hex Code: The digital color value (e.g., #E34234) representing the color.
   3. Lightfastness: The color’s resistance to fading or changing when exposed to light over time.
   4. Color Family: The general hue or category the color belongs to.
   5. Opacity: Describes how transparent or opaque the paint or pigment appears when applied.
   6. Sheen: Indicates the surface finish or gloss level of the product once dry.
2. Click Save at the top the View / Edit tab.

​

Approved Substitutions

​

Add a Substitution

1. Click + Add New button.
2. Fill in the required and optional fields in the form.
3. Click Save to confirm, or Cancel to exit without saving.