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📦 Components — Part Master List
This is your single source of truth for every part, assembly, and material used in your products. Every part number in the company lives here.
Adding a Part
Click + Add Part to create a new part number. Fill in the Part Number, Description, BOM Level (Assembly → Component), and Status. All other fields are optional but recommended.
Finding Parts
Use the search box to filter by part number, description, or MPN. Use the dropdowns to filter by Category or Status (Active / Prototype / Obsolete).
Part Detail
Click any row to open the Part Detail panel with 7 tabs: Info, Compliance, Revisions, Vendors, BOM, Inventory, and Attachments. All part data lives here.
Compliance Badge
The Compliance column shows ✅ OK, ⚠ Incomplete, ❌ Non-Compliant, or 📎 Missing Proof. Click the badge to jump directly to the Compliance tab for that part.
BOM Levels
Assembly = top-level product. Sub-Assembly = built-up group. Component = individual purchased part. Raw Material = bulk stock (wire, sheet metal, etc.).
Importing Parts
Use Import CSV to bulk-load parts. See Settings → CSV Import Format for required column headers. Duplicate part numbers are skipped automatically.
Component Master List
| Part Number | Description | Category | BOM Level | Rev | MPN | Ref Des | Manufacturer / Vendor | Rolled Cost | Compliance | Status |
|---|
🔄 Revision Control — Engineering Change History
Every time a part changes — drawing update, material swap, supplier change — a new revision is created here. This tab gives you a complete audit trail across all parts.
Creating a Revision
Open a part's detail page → Revisions tab → + New Revision. Enter the new revision letter, describe the change, and submit for approval.
Approval Workflow
Each revision goes through four sign-offs: Quality, Production, Materials, Engineering. Each approver clicks Approve or Reject. A revision is only "Released" when all four approve.
Filtering Revisions
Use the search bar to find revisions by part number or description. Use the Status filter to show only Pending, Released, or Rejected revisions that need action.
Current Revision
The most recently released revision becomes the part's current revision (shown in the Components list and Info tab). Older revisions are kept for history.
Attachments
Attach drawings, change orders, or test reports directly to a revision. Open the revision detail and use the attachment section to upload supporting documents.
Revision Control
| Part Number | Description | Revision | Change Description | Reason | Rework | Status | Approvals | Created |
|---|
🏭 Vendors — Supplier Database
Manage all approved suppliers in one place. Link vendors to specific parts as primary or alternate sources, including pricing, lead time, and MOQ.
Adding a Vendor
Click + Add Vendor to create a supplier record. Include contact info, website, and notes. Vendors must be created here before they can be assigned to parts.
Assigning to Parts
Open a part's detail page → Vendors tab → + Add Vendor. Set the vendor as Primary (preferred source) or Alternate (approved backup). Enter MPN, cost, MOQ, and lead time.
EOL / Lifecycle
Mark a vendor relationship as End-of-Life when a supplier discontinues a part. This flags the part for sourcing review without removing the historical record.
Cost & MOQ
Unit cost and minimum order quantity (MOQ) per vendor are stored at the part-vendor link level — so the same part can have different pricing from different suppliers.
📊 Assembly Quotes — Vendor Cost Comparison
Track quoted costs from vendors for every component (PCBA, mechanicals, glass, box build, etc.) across each program stage (Alpha, Beta/Kickstarter, Full Production), so they can be evaluated side-by-side using the Vendor Decision Point Matrix.
Adding a Quote
Click + Add Quote. Pick the component, the vendor (from the Vendor Master list), the program stage, and enter unit cost, NRE, tooling cost, lead time, and MOQ as quoted.
Comparing Vendors
Use the Component and Stage filters to see all quotes for the same item side-by-side, sorted by unit cost — the lowest-cost option per group is highlighted.
Status
Mark each quote Investigating, RFQ Sent, Received, or Selected as the decision progresses through the matrix.
Assembly Quotes
| Component | Description | Vendor | Stage | Unit Cost | NRE | Tooling | Lead Time | MOQ | Status | Notes |
|---|
🛒 Purchase Orders — Procurement & Receiving
Create and track purchase orders from quote to receipt. POs link directly to inventory — receiving a PO line automatically creates an inventory transaction with full landed cost breakdown, eliminating double-entry.
Creating a PO
Click + New PO to create a purchase order. Select the vendor, set order and expected delivery dates, then add line items for each part being ordered. Enter unit cost, freight, duty, VAT, and other charges — landed cost is calculated automatically per line.
Receiving Against a PO
Click Receive on any open PO to record incoming stock. Enter the quantity received per line and the actual landed costs. This creates inventory transactions automatically and updates PO status to Partial or Received.
PO Status Flow
Draft → PO is being prepared. Sent → PO has been submitted to vendor. Partial → Some lines received. Received → All lines fully received. Closed → Archived. Update status manually from the PO detail screen.
MRP-Generated POs
POs can be created automatically from the MRP tab. Run MRP, select the parts you need to order, and click "Create POs from Selected" — the system groups them by vendor and creates draft POs ready for your review.
Landed Cost Tracking
Each PO line captures the full cost breakdown: material, freight, duties, VAT, and other charges. The landed cost per unit flows into inventory and feeds the BOM cost rollup, giving you accurate COGS at every level.
Finding POs
Use the search box to find POs by number, vendor, or notes. Filter by status using the dropdown. Click any PO row to open the full detail view with all lines, costs, and receiving history.
Purchase Orders
| PO # | Vendor | Order Date | Expected | Lines | Total Value | Status |
|---|
🤖 MRP — Material Requirements Planning
MRP answers "what do I need to order, and how much?" It explodes your BOMs against open work orders, subtracts current on-hand inventory and any parts already on open POs, and surfaces only the net shortfall — so you order exactly what's needed, nothing more.
Running MRP
Click Run MRP to trigger a full BOM explosion across all open and in-progress work orders. The system calculates gross requirements by part, deducts on-hand stock and quantity already on open POs, and displays net requirements in the table below.
Understanding the Numbers
Gross Req = total quantity needed across all work orders. On Hand = current inventory. On Order = open PO lines not yet received. Net Req = what you still need to procure (Gross − On Hand − On Order). Negative net = surplus.
Creating POs from MRP
Check the boxes next to parts with positive net requirements, then click Create POs from Selected. The system groups selected parts by their default vendor and creates draft POs automatically — ready for your review in the Purchase Orders tab.
BOM Accuracy is Key
MRP is only as good as your BOMs. Make sure all assemblies have complete, up-to-date BOMs in the BOM Viewer tab, and that work orders have accurate quantities. An incomplete BOM means MRP will under-plan the sub-components.
Plan Before the Rush
Run MRP weekly or before starting a new production run. The goal is to identify shortages early enough to place POs with adequate lead time. Use the "Expected Delivery" date on POs to ensure material arrives before your target work order completion dates.
Re-run After Changes
MRP is a snapshot in time. Re-run it whenever work orders are added or completed, POs are received, or BOM structures change. The summary tiles at the top give a quick read on how many parts need attention before diving into the detail table.
MRP — Material Requirements Planning
Click Run MRP to calculate material requirements from open work orders.
🔬 Incoming Inspection — Quality Gate at Receiving
Every PO receipt automatically creates an inspection record here. Before parts are used in production, an inspector verifies quality using AQL statistical sampling. The result determines whether the lot is accepted, rejected, or conditionally used — and rejected quantity is automatically removed from inventory.
Pending Queue
Every received PO line creates a pending inspection. Work through the queue top-to-bottom — oldest receipts first. Click Inspect on any row to open the inspection form for that lot.
AQL Calculator
The inspection form calculates sample size and accept/reject numbers automatically using ISO 2859-1 AQL tables. Enter the lot size and select your AQL level — the system tells you how many units to pull and what constitutes pass or fail.
Dispositions
Accept — lot meets spec, use normally. Use As-Is — minor deviation, engineering approved. Rework — lot needs correction before use. Reject / Return to Vendor — rejected quantity is automatically deducted from inventory and a transaction is logged.
FDA Relevance
For medical devices (21 CFR Part 820.80), incoming inspection records are part of the Device History Record. Every inspection — pass or fail — is permanently logged with inspector, date, sample size, defect count, and disposition for regulatory traceability.
🔬 Incoming Inspections
| Part # | Description | PO # | Vendor | Lot # | Qty Received | Received | Status | Result |
|---|
📦 Inventory — Stock Levels & Locations
Track on-hand quantities for every part, organized by physical location (Site → Area → Shelf). Monitor value, set min/max levels, and record stock movements.
Locations
Stock is stored at a specific Site → Area → Shelf location. Set up sites in Settings. Use the Location Manager card below to create Areas and Shelves within each site.
Adjusting Stock
Click Adjust Stock to record a receipt (incoming), issue (outgoing), or manual correction. All adjustments are logged with the user, date, and reason.
Low Stock Alerts
Parts fall below their Min level show a red Low Stock badge. Use the Low Stock Only checkbox to filter the list down to items that need reordering.
Inventory Value
The summary bar at the bottom shows total inventory value (on-hand qty × unit cost), total line count, and number of low-stock items across all locations.
Location Manager
Use the Location Manager card to add Areas (rows, zones, aisles) and Shelves (bins, racks) within a selected site. These locations appear in the stock adjustment form.
Current Inventory
| Part Number | Description | UOM | Site | Area | Shelf | On Hand | Min | Max | Unit Cost | Total Value | Stock |
|---|
Location Manager
📍
Select a site to manage its areas and shelves
Total Inventory Value
$0.00
Total Lines
0
Low Stock Items
0
Work Order History
Transaction History
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🔢 Cycle Counts — Physical Inventory Verification
Periodically verify that your system stock matches what's actually on the shelf. Cycle counts catch shrinkage, miscounts, and data entry errors before they become big problems.
Starting a Count
Click + New Count, give it a name (e.g. "June Warehouse Count"), and select the site to count. The system pre-loads all parts at that location with their current system quantity.
Entering Counts
Walk the warehouse and physically count each part. Enter the actual counted quantity in the Counted column. The Variance column shows the difference vs. the system quantity.
Completing a Count
When all items are counted, click Complete Count. This locks the count and updates system inventory quantities to match the counted values. This action cannot be undone.
Exporting Results
Use Export CSV on a completed count to download a variance report. Useful for finance, audits, or investigating discrepancies.
Best Practice
Count high-value or fast-moving parts more frequently (monthly). Count everything at least once per year. Stagger counts rather than shutting down to do one big annual count.
⚙ Settings — System Configuration
Admin-controlled configuration for the Part Control system. Changes here affect all users and all parts.
Compliance Requirements
Define which certifications (RoHS, CE, UN 38.3, etc.) exist in the system. Toggle Required to make a cert mandatory for every part. Toggle Proof Required to force a supporting document upload before a part is considered compliant.
Adding Certifications
Click + Add Certification to create a custom compliance type not already in the list. Set whether it's required globally and whether proof documents must be attached.
Deactivating Certs
Toggle a certification Inactive to hide it from all part compliance tabs without deleting it. Existing records are preserved — just no longer shown for new assessments.
Inventory Sites
Create top-level physical locations (warehouses, labs, offices). Sites are used to group inventory. Areas and Shelves within a site are managed from the Inventory tab's Location Manager.
CSV Import Format
Reference the column headers required for bulk part imports. Export your spreadsheet as CSV with these exact headers, then use Import CSV on the Components tab.
Appearance & Branding
Light/Dark mode, color theme, company logo, and your password are shared with Quality Hub — change them here or there and both apps stay in sync.
🎨 Appearance
🏢 Company Branding
No logo
PNG/JPG, max 2MB. Shown in both apps' top bars and the login screen.
✉ Email / SMTP Settings
Configure outbound email so Purchase Orders can be sent directly to vendors from the app. Uses standard SMTP — works with Gmail, Outlook, SendGrid, or any mail relay.
Gmail tip: Use an App Password (Google Account → Security → 2-Step Verification → App Passwords). Your regular Gmail password won't work with SMTP. Port 587 with TLS is standard.
🔑 Change My Password
Compliance & Certification Requirements
| Certification | Description | Required | Proof Required | Active |
|---|
Inventory Sites
| Site Name | Description |
|---|
CSV Import Format
Export your Google Sheet as CSV with these column headers (case-insensitive):
part_number, description, category, bom_level, revision, status, mfg_part_number, unit_of_measure, notes
Columns: part_number is required. bom_level options: assembly, sub-assembly, component, raw material. status options: active, prototype, obsolete.