Builds
19 articles
- Builds Demo VideoQuick walkthrough of the Builds module.
- Tools for BuildsKeep track of various tools and inventory within the Build module.
- Sales OrdersLearn how to create and manage Sales Orders to track products sold to customers, reserve inventory, and accurately mark items as sold throughout the order lifecycle.
- Updating Deprecated ContentLearn how to identify, convert, and safely migrate deprecated BOM, Check-Out, and Check-In blocks to the modern kitting-based inventory workflow.
- Mate / DemateLearn how to configure Connection Interfaces and use Mate / Demate blocks to record physical connections and disconnections between parts and tools during a run.
- Financials: Invoices, Payments, Transactions, and LedgerUse Financials to create customer and vendor invoices, import order line items, record payments, track transactions, manage ledger accounts, and build reusable financial views in Epsilon3.
- Import ReportsSee what happened to every row in a Parts, Inventory, or Tools CSV import, and fix the rows that need attention.
- Parts OverviewAll things Parts in the Builds Module including Adding, Editing, Review and Release, Requesting Purchase and more.
- Creating a Builds Procedure / Work InstructionConfiguring and Implementing BOMs, Part Check Out, Tracking, Usage, and Inventory Check-In for Builds procedures.
- Weight LogsTrack the full weight history of an inventory item, including measurements, baselines, and weight changes from runs.
- Parts InventoryAn overview of Parts Inventory including adding items, custom details, import/export, and scrapped parts.
- Parts Traceability
- Running a Builds ProcedureStart a Build from the Part detail page.
- Temporary Install / Remove (TIR) LogsLearn how to configure and use Temporary Install / Remove (TIR) Logs to track temporary installations, removals, and installation history for parts, tools, and assemblies.