Add a New Part to Parts Dictionary
Parts need to be added to the Parts dictionary before they are able to be checked in to Inventory.
In the Parts section of the Builds module click New Part in the top Right corner.
Add an Image for your part
Enter a part #
Name the part
Optional field for revision / version control
Enter a description for the part
Select Tracking: between Serial #, Lot #, or No Tracking
(Note: This is simply creating the part in the parts dictionary and not adding to inventory so you will not be entering Lot or Serial #s here)
Link one or more procedures for the part (Optional)
If the Part you are creating is a larger assembly of sub components, add all of the sub component parts here by selecting from the drop down and clicking Add and entering the quantity required (Note: the sub components parts need to be added into the parts dictionary for them to be listed)
Save
Note: Part #, Revision, and Name are required fields.
The part is now available in the Parts dictionary list:
Once a part has been added, clicking into the Parts screen will display the component parts, the current inventory for the parent part, and links to run any associated procedures / work instructions.
Custom Part Detail
Need to associate information from an external system with a part in Epsilon3? Use a custom part field!
Add custom fields to your parts details screen by navigating to the Settings icon in the left navigation pane and clicking into the Build section.
You must be an ADMIN to perform this action.
When creating or editing a part, all of the custom fields listed in the Settings will be display.
Only the fields that have information entered will be displayed on the Part detail screen.
When a custom field name is edited, it is automatically updated for every part.
Import Parts
Parts can also be imported using a CSV file by clicking Import Parts on the Parts screen.
Note: Columns 'Part Number,' 'Name,' and 'Rev' are required. 'Parent Part Number' and 'Quantity Needed' are only applicable if the part is used as a component of another part. Parts can be repeated in multiple rows if used as a component in multiple parts.
Create a Parts Kit
As mentioned in the Add a New Part to Parts Dictionary section, a Parts Kit is a part that has sub components to a larger assembly.
Add the component parts and the quantity needed and link a procedure for the assembly of the main part.
Click into the main part from the Parts dictionary, and click Run to start the linked procedure.
Parts Tracking
When adding a part to the Parts dictionary, you can specify tracking by either Serial or Lot #.
When adding parts to Inventory you will see the associated Serial # or Lot # input fields based on the setting selected in the Parts dictionary.
Note: If Serial or Lot tracking is designated for a part, those fields are required when adding the part into inventory.
A barcode is automatically generated for any tracked parts in inventory.
Click the barcode to view or print.
Tip! Reduce errors by scanning the item's barcode when kitting or checking in inventory!
If a Part Kit is included in a procedure, an operator can select the Serial # or Lot # associated with the components part(s) during a run to have them decremented from inventory once that step is signed off.
Note: The items will not be decremented from inventory until the step has been signed off.
Part Usage
Keep track of various usage types like cycles, flights, hours etc for different parts in your inventory.
Add Usage Type Tracking to a Part
Edit a part from the parts overview screen.
Select a type from the Usage Types drop down. If the type you are looking for does not exist yet, simply type the name and hit enter or click create.
Multiple Usage Types can be added to each part by selecting or entering in more than one type.
Click Save.
Add Parts Usage in a Procedure
Navigate to a draft of a procedure you would like to include Parts Usage.
Add the Usage content block to any step within the procedure.
Select the desired part and usage type from the drop down menus.
Note: The usage type has to be added to the part in the Parts Dictionary for it to be available in the drop down menu.
Record Part Usage During a Procedure Run
When running a procedure with a Part Usage step, use the Item drop down menu or type to search the available inventory for the selected part, by lot or serial number.
Enter the usage amount for the specific procedure run.
Note: The usage will not be recorded until the step is signed off.
Click into a specific part from the Inventory screen to view all recorded usage.
We support APIs for communicating back to external systems. For more information, reach out to Epsilon3 Support!
Inventory
Manually Add Items to Inventory
The Inventory section of the Builds module is a list of the quantity, serial # / lot #, and location of parts on hand.
Note: A part needs to be added to the Parts dictionary before you can add inventory.
Select the part from the drop down list
Click Add Item to populate the fields
If applicable, enter the serial # or lot # of the associated part (this will populate based on the Tracking selection for that item in the Parts dictionary)
Enter the quantity you are adding to inventory that will have the same tracking information
Select a Location for the parts to be stored if desired
Save to add the items into inventory
Note: The Location needs to first be created before it will appear in the list.
Items with Serial tracking can only be added with a quantity of 1. The quantity can be adjusted for Lot tracking or No Tracking items.
The Inventory screen will display a list of parts and the total quantity on hand. Clicking the arrow next to a part will expand to show tracking and location information.
Import and Export Inventory
Note: A part needs to be added to the Parts dictionary before you can add inventory.
Inventory items can be imported using a CSV file by clicking the Import button on the main Inventory screen.
Follow the format in the modal:
Note: Columns 'Part Number,' 'Rev,' and 'Quantity' are required.
Click the Export button on the main Inventory screen to download a CSV of current Inventory.
Parts Traceability
Clicking into a part's tracking ID will bring you to the item detail screen for that specific item, which can now display the tracking IDs for the subcomponents used in the build.
The subcomponent tracking IDs can be added during the work construction procedure (see Add Bill of Materials and Kitting to a Procedure) or manually from the item details screen.
To add or edit the tracking IDs click the edit button in the top right corner.
Use the Search Inventory drop down to select an available item from inventory.
Click Save to save changes.
Additionally, the overview screen for a particular part will have a Procedure Run History at the bottom.
This will display any procedures this part was used in.
Locations
1. To add or edit Locations click the Edit Locations button
2. Import Locations using a CSV
3. Locations can be nested into subsections and can be dragged to different folders
4. In Edit mode, click the + at the top to add a new Location
5. Click the + next to a Location to add a Sub Location or the trash icon to delete
6. Enter a Code and Name for the new Location
(Note: Smart Codes are used to show location hierarchy)
7. Click Save
Once created, locations can be dragged to different sections in the hierarchy and the smart codes will update automatically.
Purchase Orders and Vendors
The Orders section of the Builds module displays a list of created Purchase Orders, the status of the PO, an optional expected delivery date, and the vendor associated.
The Vendors section is where you can add Vendor names and addresses.
Create a new Purchase Order
Select Vendor from drop down list - If Vendor is not present type the name of the Vendor and hit [Enter] or click the Create option. This will bring up the New Vendor modal to enter the address and save the new vendor.
Enter the Shipping name and address that the order will be shipped to.
Use the Search Parts drop down to select a part, and then click add to populate it onto the order. (Note: the part needs to be added to the Parts dictionary in order for it to be listed here)
Fill in the Quantity of each line item to order.
Set the Unit Cost for the item.
The total column will automatically calculate Quantity x Unit Cost.
Add any tags as desired.
Select an expected delivery date for the order.
Save
When a purchase order is first created it will be in the DRAFT state.
From the DRAFT you can Print or Submit the order, or Edit or Delete the order using the 3 dot menu in the top right corner you.
Once the order has been submitted, it can not be edited in this state. You have the option to Close the order, which will automatically receive the items, put the order back to a Draft state, or cancel the order.
Close the PO / Receive Items
Closing the PO will bring up a screen to Receive the Items and enter the location for any items and/or the tracking information for any tracked items.
When you have multiple copies of an item with Lot tracking, you can click the blue + button on the right to break the item into 2 or more lines to receive multiple lots.
The total of the lines must equal the total number on the Submitted PO.
For example: part3_lot has a quantity of 4 on the PO. Two different lot numbers were received for part3_lot, so this item was split into two lines of 2 for a total of 4 received.
Purchase Order Tracking
Easily trace the Purchase Order associated with the received items on the item detail page, while also accessing the unit cost information for those items within the PO.
Print Purchase Order / Save PDF
1. Click the Print button in a Purchase Order
2. Save as PDF or print a hard copy of the Purchase Order
Add Bill of Materials and Kitting to Procedures
Bill of Materials
Adding a Bill of Materials (BOM) will bring in a list of the Component Parts and Quantities required to construct, manufacture, or repair a product.
The Serial or Lot tracking of specific parts used in a build are part of the Kitting and are not included in the BOM.
When selecting a part for the BOM the subcomponents are pulled in from the parts dictionary.
You are able to add or remove parts or adjust quantities for this build.
NOTE: Adding or removing parts or adjusting the quantities only affects this procedure and does not change the component list in the parts dictionary.
Kitting
Give operators the ability to enter the specific component parts used in a run / build by adding Kitting to a step when building the procedure.
The Kitting will pre-populate with components for the part selected in the BOM.
Note: If no BOM is added, the component parts will need to be added individually to the kitting using the Search Parts field.
Kitting can be added to multiple steps with the list edited to only display the parts used in that step.
When running the procedure the operator will be able to select the specific item used from existing inventory using the Search Inventory drop down menu.
When running the procedure the inventory count will not be adjusted until the step is signed off, so AT LEAST ONE sign off is required for this step in order for the inventory to be adjusted.
Part Inventory
Inventory Check-In
Add an Inventory Check-In content block to the procedure to check the newly assembled part and/or any non-consumable parts back into inventory.
If there is a Bill of Materials and Kitting added to the procedure, then the component parts selected from inventory will be associated with the newly constructed part being checked in for traceability.
For example: Non-consumable parts like tooling can be “checked out” of inventory at the top of the procedure and “returned” at the end.
When running the procedure the inventory will not be adjusted until the step is signed off, so AT LEAST ONE part is required for this step in order for the inventory to be adjusted.
Running a Builds Procedure
From the Parts section of the Builds module click into the desired part.
Click the Run button next to the desired work instruction procedure to start a new run.
Enter in the Serial / Lot # used - TIP: you can use a barcode scanner!
The items will be decremented from Inventory when the step is signed off.
Enter the Serial / Lot # and Location of the newly completed work construction and any other part to be checked back into inventory.
The part will be added to Inventory when the step is signed off.
Want to build multiple parts during the same run? Enable Batch Builds