Reference

In this section you can find documentation about all the data elements in the app: Parts, Products, Purchase Lists, etc.

Data elements

📄️ Parts

Parts identify the things you want to keep track of. Parts have inventory that can be kept in storage locations.

📄️ Inventory

Stock vs inventory

📄️ Products

Whenever you have a bill of materials (BOM), you have a Product and every product has an in-house Part associated with it. While the Product helps on managing the BOM, its revisions and its production lifecycle, the Part itself helps on keeping track of its inventory.

📄️ Production

The production workflow should look something like this:

📄️ Purchasing

Purchasing helps you keeping track of the parts that you need or simply want to buy. Purchase lists allow you to list those parts and quantities while helping on deciding from which suppliers you want to buy them from, based on pricing and/or availability. Once you know from which suppliers you are ordering your parts, you create purchase orders that allow you to track the order itself on the supplier.

📄️ Storage

Storage represent physical storage locations where inventory can be stored at.

📄️ Sales

Sales orders allow you to keep track of sales. Get to know if you have enough stock to fulfill a sales order and automatically decrement inventory from stock whenever a sales order is ready to be delivered to your customers.

📄️ Suppliers

Thanks to the integration with the Nexar API (formerly Octopart) the app can give you quotes with real-time pricing from online suppliers such as Mouser, Digi-key, Farnell, etc. However, you can also add your own by creating a supplier, adding parts under it and as many (custom) quotes as needed.

📄️ Lots

Lots allow you to trace the origin of parts used during production. Bad batches happen. Lots give you important information on why that might be happening, by tracking down where, when and how the parts used in a build were sourced.

📄️ Contacts

Contacts may represent any person or company and are used mostly to define ownership of inventory or products and to identify customers on sales orders.

📄️ Documents

Documents can be created through the Documents tab or through the details tab of the data element (e.g. Part, Purchase List, etc.) they refer to.