Parts
You can use your Parts dashboard to search and select current parts, show inactive or unavailable parts, and add new parts and parts vendors.
Last updated
You can use your Parts dashboard to search and select current parts, show inactive or unavailable parts, and add new parts and parts vendors.
Last updated
Parts are materials or components you buy from Vendors to build your Products. The Parts Overview displays a searchable list of all current Parts, their stock levels, cost, value, and ID. You can use this dashboard to search and select current Parts, show inactive Parts that may no longer be used or available, and add new Parts.
There are two ways to add a Part to Off The Shelf:
In the Parts Overview screen, select the plus button, name your part and select a Vendor. If you don’t have your favorite vendors entered yet, you can type in the company name and a Vendor will automatically be created in addition to the Part. Once the pop up has been completed, you will be navigated to the new Part’s page.
You can also add a Part from a Specific Product Overview Page. In the Bill of Materials, or “BOM”, select “Add Part”. This will navigate you to a table of existing Parts. From this display, you can select “Add a New Part”.
The overview page will display… an overview of the specific Part selected - nifty, right?
Edit Chevron
Use this button, to the left of the Part Name, to adjust Vendor Information and more - see Chevron Options for details.
Stock Levels
Blue and Grey badges to the side of the Part name display how many of this Part is in stock, the value of Parts, and how many of this Part are ordered but not yet received.
Vendor Information
Primary Vendor, Average Time to Receive, Vendor SKU and price. In addition, you can create a new Purchase Order with this part with one click of a button.
Used In Products
This table will display all of your Products that this Part is used in.
Purchase History
This table will display all PO’s that contain this Part.
The chevron button next to the Part name offers tools and reports.
Click to add/edit details about your part. Edit the Part name, add manufacturer information, mark the part as inactive, or delete it from Off The Shelf completely. These fields are all optional to use, so choose any or all that will help you track information.
A part cannot be deleted if it is being used in a Product, or if it has been purchased on a Purchase Order.
Create a copy of the Part. Give it a new name before saving the new copy.
Return to the main Part page by selecting Part Overview.
You can print labels for your bins or shelves directly from Off the Shelf. Selecting Bin / Shelf Labels from the chevron menu navigates to a page with 5 different label options ranging from tiny to XXL. Click on the label you want, and a print dialog box will pop up.
The QR code printed on the label can be used to navigate to the part page from a smart phone making it easy for production employees to pull up details about a part from the label on the bin or shelf.
The labels can be scanned during receiving to verify that parts are being put away in the correct location.
The labels are designed to work with the ubiquitous P-Touch printers from Brother. The narrow labels use the 18mm or .71" TZ label tape. The wide labels use the 36mm or 1.42" TZ label tape.
While most P-Touch labelers should work, the labels have been tested with the PT-P950NW model.
This table reports all changes of the Part’s stock quantity, whether through a manual adjustment, receiving on a Purchase Order, or building a Product.
This table will display all PO’s that contain this Part.
Select this option to edit your stock level of the Part. Part stock will automatically increase when PO’s are received and decrease when used in products, but perhaps you’ve lost or damaged Parts, or used them in developing/prototyping.
All fields are mandatory, and entries will be accessible in “Transaction Log”.
Keeping your stock levels accurate is key, as Purchase Orders are automatically generated by comparing Stock Levels to Parts needed to fulfill open Sales Orders.
Change a Part’s status to inactive by selecting the chevron, “Edit Part” and click the checkbox under “Part Status” to mark Inactive. This will hide the part from the Parts Overview page and make it unavailable for Purchasing.
