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
Select the revision
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 (Serial tracked items can only have a quantity of 1)
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.
Quantity and Units Field Best Practices
Understanding and using the 'Quantity' and 'Units' fields appropriately is essential for inventory accuracy.
Quantity: This field reflects the count of items being added to inventory. Use it to record individual stock levels.
Units: This field is for specifying measurement contexts, such as meters for materials or rolls for packaging. Leave blank for countable items like screws or bolts. When to Use the Units Field:
For items measured in increments like meters or rolls.
When clarification is useful (e.g., stating 5 rolls). When to Leave the Units Field Blank:
For individual countable items.
If no measurement is needed.
When recording quantity directly within the inventory process. Common Pitfalls:
Avoid entering quantities prematurely during part definitions.
Use meaningful units to avoid confusion.
Auto-Generate Parts and Inventory Serial / Lot #
Admins can enable Auto-increment part numbers and serial numbers by clicking on the gear icon next to Builds, then on Numbering, and then toggling this setting on for Parts and/or Inventory. Select a Prefix, Delimiter, and Offset that will be used whenever your team auto-generates a new serial number.
Serial numbers support a single 3-character prefix and an optional hyphen delimiter. Valid number range is 100000 - 100000000000.
Once enabled, Add Part Inventory, Receive Items and Close PO, and Parts for Check-In (during a run) will all have a button in the Add Serial # input field to auto-generate the next serial. See below for examples.
Custom Fields
Need to associate information from an external system with a part in Epsilon3? Use a custom field in parts, inventory items, and work orders.
Add custom fields to your parts details screen by navigating to the Builds module and clicking the Settings gear icon.
You must be an ADMIN to perform this action.
Click Edit in the Part Inventory details page to update custom fields.
Custom Field details will not be displayed on the Inventory Detail screen until after inputs have been saved.
You can also Update Inventory Detail(s) during a run by adding this to a step within your Builds procedures. See Update Inventory Details in Run.
Click here for more on how to create Builds procedures.
Inventory Bulk Actions
Bulk actions for changing an inventory item Location, uprevision, copy details, export, check-in, and check-out are available on the Inventory screen.
Select one or more check boxes to the left of inventory items. Selecting the box to the left of the top level part name will select all inventory items for that part.
Change Location
Clicking Change Location will bring up a drop down selection for available Locations. Once a location is selected, a similar modal will come up to confirm.
Check In / Check Out
Only serially tracked items are able to be checked out. If any of the selections are not serially tracked items, then the Check Out button will be disabled.
Clicking Check Out will bring up a modal to confirm items for check out. Hover over a line item and click the grey x to remove it from the Bulk Check Out. Click confirm to check the items out.
Bulk Check In is selected on the Unavailable tab of the Inventory screen.
Only items with a Status of Checked Out are able to be checked in. If any item with a different status is selected (including still selected on the Available tab) then the Check In button will be disabled.
Uprevision
Inventory items are associated to the specific Part Revision they were created under. Sometimes you may have a need to update inventory items to that latest part revision.
Inventory Items can be uprevisioned from the Inventory screen or from the details screen for the individual inventory item.
When selecting Uprevision from the Inventory Screen there will be a pop up stating: "Are you sure you want to update each selected item to the latest revision."
Click Ok to continue.
From the Inventory Item Details screen you can Uprevision the item using the 3 dot menu to the right.
Items can only be uprevisioned to the latest version.
Copy Details
Inventory Details can be bulk copied to existing inventory items.
On the Inventory screen, select all of the inventory items that the details should be copied TO and then click Copy Details.
In the modal, select the part and inventory item the details should be copied FROM.
When an inventory item is selected, the details will be displayed. Details can be excluded from the copy by clicking the x next to that line to remove them from the modal.
Select Confirm to initiate the copy.
Customize Columns
The columns displayed on the Inventory list screen can be customized to hide or display desired columns.
Click the 
icon to select which columns to display.
Check or uncheck the boxes to display or hide the columns.
Column Options:
Tracking / Creation Date
Project
Quantity
Units
Location
The setting is per user and will remain until changed, including after log out.
Clicking Reset Columns sets all columns to display.
Inventory Item Details Page
Details for the specific inventory item (including custom inventory details)
Information for the Part definition
Component part information and traceability
Activity log showing full visibility into how the item has been changed or used
As Built (aBOM) for the item
Traceability for any associated purchase orders
Full Run History of the item
Print a QR Code for this inventory item
Create or view issues
Edit item, Export, Mark Scrap, Uprevision or Delete
As Built BOMs
The inventory item detail page will now show all the As Built BOMs in which the item has been used, including ones that describe the item itself.
Users can now easily find the top level assemblies in which an item has been consumed as a component item, or view the specific component items used at all levels of the as built BOM.
The As Built will also display eBOM component items that have not been set and flag any component items that are not part of the part definition's eBOM.
Automatic Weight Aggregation for Assemblies
Inventory items support automatic weight calculation based on their component parts. This improvement ensures assemblies and sub-assemblies always reflect accurate, up-to-date weights without requiring manual entry.
Each inventory item can have a Unit Weight (g) set in its item edit screen. For assemblies and sub-assemblies, Epsilon3 will automatically calculate the total weight by summing the weights of all component items listed in the as-built bill of materials (aBOM).
If any component part in the aBOM has a weight, the assembly’s weight is calculated automatically.
The total updates whenever component weights change, ensuring accurate roll-ups through all assembly levels.
This calculation applies recursively — assemblies inside other assemblies will contribute their aggregated weight upward.
If needed, users can manually enter a weight for an assembly in the item edit screen.
When a manual weight is entered, it overrides the automatically calculated value.
Clearing the manual weight allows the system to return to automatic aggregation using component weights.
This provides flexibility for cases where the physical assembly includes additional mass not represented in component parts, or when a measured weight is preferred over a calculated one.
Weight can only be entered in grams. However, the system will intelligently format the displayed weight based on size:
Values above 1000 g will automatically display in kilograms (kg) for readability.
The underlying stored value remains in grams.
Examples:
500 gdisplays as 500 g21000 gdisplays as 21 kg
Automatic weight aggregation reduces manual data entry, eliminates inconsistencies across large assemblies, and ensures downstream teams always see correct mass totals — especially important for production, logistics, test planning, and flight readiness workflows.
Component Swapping
Swap part inventory items that were used or checked in during a Builds procedure.
Removing checked out components will return them to the inventory, where they can be scrapped or repurposed, as needed.
In the inventory item's detail screen, Click Edit in the vertical 3 dot menu to swap out, add, or remove components.
Save the changes.
Any changes will be detailed in the Activity on the left of the Inventory Detail screen.
Modifying components through the Item Edit screen will not alter the original run record, and the original items will still show the run history even though they are returned to inventory.
Update Inventory Details in Run
The Inventory Details block allows operators to view and update information for an inventory item directly inside a run.
This block supports editing custom fields, as well as referencing items that were checked in or out earlier in the same procedure.
Use this block when your workflow requires capturing additional metadata—such as measurements, warehouse assignment, or inspection notes etc—as part of the run.
Adding an Inventory Details Block
To add the block:
Click Add Content
Select Inventory Details
After inserting the block, choose how you want to populate the item:
Manual Part Selection – search for an existing inventory item
Reference from Step – pull the item from an earlier check-in, check-out, or usage step
If no custom fields are configured, the block will display basic item information but will not show editable fields.
After selecting or referencing an item, any Inventory Item custom fields become editable within the block.
Reference an item within the procedure:
If the referenced step has not been signed off, the Inventory Details block will show a Pending state. A signoff is required to finalize the item selection and load its details.
Manual:
The updated values appear immediately in the item’s Inventory record.
Why the Inventory Details Block Is Useful
Why the Inventory Details Block Is Useful
The Inventory Details block streamlines procedures by letting operators view and update inventory metadata without leaving the run.
This eliminates the need to navigate to the Inventory module, search for the item, and manually enter information in a separate workflow.
This block is especially useful when:
You want to capture measurements, inspection results, or storage details immediately after checking a part or tool in or out.
Your procedure requires real-time updates to custom fields such as warehouse, location, calibration values, or team assignment.
You need to link all inventory actions to the same run, ensuring complete traceability.
You want to avoid context switching for operators and keep all work contained within one guided procedure.
You are onboarding new operators and want a single, structured place to capture all required data.
Because the block can reference items used earlier in the same procedure, teams can perform multi-step workflows like creating a new item, checking it in, and immediately recording additional details—all in one continuous flow.
This improves accuracy, reduces manual steps, and keeps your inventory records consistently up-to-date.
Import and Export Inventory
Note: A part needs to be added to the Parts dictionary before you can add inventory.
Inventory items can be added manually or 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.
Check the boxes to the left of inventory items and click Export Selected Items to download a detailed CSV of the selected inventory items.
Use the vertical 3 dot menu to download a CSV of inventory list.
Scrap a Part from Inventory
Only items with tracking (Serial or Lot) can be marked as scrap
To mark an inventory item as scrap, navigate to the item's detail screen.
Click on the 3 dot menu next to the Edit button and select Mark Scrap.
There will be a pop up notification explaining that a part marked as Scrap will not be available for checkout and usage tracking. Click Ok to proceed.
The status of the inventory item will change from In Inventory to Scrap.
Use the same 3 dot menu to move the item back to Inventory so it is no longer marked as Scrap.
Scrapped items will no longer be listed in the Parts Inventory screen or be available to select in the Parts drop down menu in a run.
To view scrapped parts, navigate to the Parts Detail screen.
Click into the Scrap tab to view all items scrapped for this part. Click into the tracking number (serial or lot) to view the item's detail screen.
Save Views
Users can save search terms, filters, and custom column settings as Saved Views on all Builds screens.
Access and switch between views from the new dropdown in the top-left corner.
Click + Save View in the drop down to save a new view of the current settings.
Check the "Publish to Team" box to make the saved view available to others.
You must be a workspace Editor or Admin to publish a Saved View. Other users can view or apply the saved views, however only the original creator is able to make changes to the view.
Hover over an existing view and use the pencil and trash can icons to edit or delete the view.