Help Center

Edit an Item

Go to Items and select an item

Click Edit Draft on top-right of Items page

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Go to Details tab to edit Details

  • Enter changes
  • Click Save

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Go to BOM tab to add, remove or edit BOM Items
Click Add 

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Search for Item by entering the Item number, description or category

  • Add multiple Items by selecting checkboxes and continue to search for other Items
  • Click Add Item(s)

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To Remove

  • Click box by item
  • Click Remove 

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To add, remove, or edit Manufacturers

  • Go to Manufacturers tab
  • Click Add

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Search for Existing

  • Search for Manufacturer by entering name in search field 
  • Click box next to Manufacturers you want to add
  • Click Add (1) Item

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Create New

  • Enter Mfr. Name, Part Name or Description
  • Click Create & Add

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To Remove

Click box by manufacturer name and click Remove

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To Upload an Attachment

  • Go to Attachments tab
  • Choose Item AttachmentsManufacturer Part Attachments or Attachments from All Levels

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  • To Add
    • Click Add
    • Click Upload to drag and drop or click to upload
    • Click Search to add file that has already been uploaded
    • Click By URL to link to URL

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  • To Remove
    • Click box by item and click Remove

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Click Save and Done Editing

Note:

  • Creating a Draft first when editing an Item helps you focus on editing Details, BOM, Manufacturers and Attachments, instead of worrying about the change control rules
  • When you create a Draft, it is based off of the latest released revision
  • Drafts are public and any collaborators with access to the Item also have access to the Draft
  • There can only be one Draft for each Item (unless Multiple Drafts is enabled - see the KB article here)
 
 

 



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