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A part is anything that goes into a product or onto an order: a profile, a screw, a glass
sheet, a labour item. Rules, option choices and glass types all point at parts, so parts come before them. Add one
part at a time on the Parts screen, or many at once from a spreadsheet.
Before you start
- Part families (Add suppliers and part families) and cost and
price groups (Set up cost groups and price groups) exist. - Production lines and stations exist if the part goes to a station
(Set up production lines and stations). - For a profile: its dimensions from the supplier’s drawing, in mm and in inches.
Steps: one part by hand
- Open Administration and Setup → OJ Setup → PRODUCT SETUP → Parts and click
New (+). The ID shown is a preview; the server gives the real ID when you save. - Header Details: Stock Code and the description (both required), Type (what kind of part
it is), Family, Waste (%), Costing Method, Stock UOM (the unit you stock and buy in)
and Usage UOM (the unit it is used and priced in). Leave Stocked ticked for stock items. Tick
Made In for parts you make, Sell for parts that can be sold on their own. - Dimensions & Limits (profiles): pick the Profile Shape and fill Dim A to
Dim D, Face In, Face Out and the weld burns in both columns, Metric (mm) and
Imperial (inches). Stk->Use converts the stock unit to the usage unit. - Costing & Pricing: Cost Group, Cost, Price Group, Price, Min Price.
Leave Matrix Cost and Matrix Price off for now; you tick them after you build the matrix
(Create a price matrix). - Additional Fields (optional): Prodline and Station take the line and station ID
numbers; Weight, Trimcut, Min Size Offcut, Discountable, Taxable, Show In Cut Sheet, Add Paint Cost and the
other switches. - Save. To make a similar part, select it and click Copy: the copy gets ” copy” added to its stock
code; change it before you save.
Empty boxes save as 0A combo left on the wrong family or group,
or a blank number, is saved without a warning. Check Family, Type, Cost Group and Price
Group on every new part.
or a blank number, is saved without a warning. Check Family, Type, Cost Group and Price
Group on every new part.
Many parts at once
| Button (tooltip) | What it does |
|---|---|
| Download import template, then Import parts | One row per new part. Required: stockcode, description, part_type, part_family. Fill supplier and warehouse together to also create the stock record. Save as Excel 97-2003 (.xls). See Import new parts from a spreadsheet. |
| Download cost template, then Import costs | Updates costs and prices of existing parts. See Update costs and prices from a spreadsheet. |
| Bulk CAD import (AI) | Reads profile drawings (DWG, DXF, PDF) and fills pictures, shapes and dimensions. See Bulk CAD import. |
| Assembly pairs | Where one profile sits in another, for cross-sections. See Assembly pairs. |
| Categorize (Parts Families) | Opens the family list without leaving the screen. |
Check it worked
- Tick Stock Code in the search strip, type the code and click search: the part is listed. Select it
and check the four combos above. - On Options, a choice’s Stock Code finds it; on the Rules tab, Value 1 of a Part rule
offers it. - For bought parts: its stock record has a default supplier and a cost (see
Stock Record).
Cross-section drawings for profiles: The X-section unit part. Next step:
Set up glass types.