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Create a part

  1. Navigate to Parts Library from the main nav.
  2. Click Create Part.
  3. Fill in the fields in the Create Part dialog:
    • Part Number (required): your org’s identifier for the part.
    • Description: a short description of the part.
    • Revision Scheme (required): the scheme that governs how this part’s revision values increment, such as A, B, C or 1, 2, 3. See Set a part’s revision scheme.
    • Revision: the starting revision value. Leave it blank to start at the scheme’s first value.
    • Purchase Type (required): how the part behaves when purchased. Options are Creates inventory, Does Not Create Inventory, Physically Received, and Does Not Create Inventory, Digitally Received.
    • Sourcing Strategy: Buy, Make, Dual source, or None.
    • Tracking: LOT, SERIAL, or None. See Serial and lot tracking before you pick.
    • Unit of Measure: the unit the part is counted or measured in.
  4. Click Create Part. The new part has the status Released, and ION opens the new part’s page.
  5. On the part page, fill in the remaining fields you need, such as Cost, Lead Time, Reorder Point Minimum, Reorder Point Maximum, and an Image for visual identification. Each field saves on its own as you edit it.
To create a second part that shares a part number, create it under a different revision.

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Read a part page

A part page opens with its identity and a set of counts, then the sections that carry the part’s relationships.
  • The identity header holds the part image, the part number, the part’s status, its tracking type, an editable description, and the revision strip. The revision strip lists the part’s revisions in order and marks the current one · current. Past six revisions the middle collapses; open it to see them all. New revision sits at the end of the strip.
  • The vitals strip is six counts, each a link into the section it summarizes: On hand (with whether it’s above or below the reorder minimum), PO lines, Runs, Where-used, Suppliers, and mBOM. mBOM counts the part’s own mBOM versions; Where-used counts the assemblies whose mBOM lists this part.
  • On this part is a jump list of the page’s sections with a count on each: Overview, Part Information, mBOM, Parent Assemblies, Procedures, Quality Clauses, Suppliers, Inventory, Purchase Orders, Kits, Issues, and Runs.
  • The context panel holds Attachments, Comments, and Labels, each with a count. On a part that has an mBOM, a Reviews section joins them with that mBOM version’s approval summary; Open Review Panel → opens the mBOM review drawer for approvals and feedback.
The mBOM section’s parts table is editable only while the mBOM version is in Draft. In any other status it carries a Read-only badge whose tooltip names the reason, and the table and New Part control are disabled.

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Edit a part

Open the part from the Parts Library. Part Information and the part’s custom attributes render as label and value rows; click a value to edit it in place, and each field saves on its own. Empty custom attributes collapse behind Show all. Part Information includes Part Number, Description, Revision Scheme, Purchase Type, Lead Time, Unit of Measurement, Cost, Tracking, Sourcing Strategy, Reorder Point Minimum, Reorder Point Maximum, and Image. Some fields have downstream consequences:
  • Tracking: changing this after inventory exists is constrained. ION blocks switches that would invalidate existing inventory.
  • Sourcing Strategy: Buy, Make, or Dual source determines how procurement and planning treat the part.
  • Cost: propagates to BOM cost rollups and inventory valuation.
The Revision field is read-only on the part page. To change a revision, create a new revision or change the revision scheme. If two people edit the same part at the same time, ION rejects the second save. Reload the part and reapply your change.

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Create a revision

To create a new revision:
  1. Open the existing part.
  2. Click Create New Revision.
  3. ION creates the new part record at the next revision in the scheme, links it to the previous revision, copies forward editable fields, and opens the new revision’s page. Edit anything that the design change requires.

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Archive a part

When a part is out of production:
  1. Open the part.
  2. Click Archive.
The part’s status changes to Archived, and the button becomes Release so you can reverse it. The part stays searchable and historical references stay intact, but by default it’s filtered out of active-part pickers, such as BOM line creation and PO line creation.
Don’t delete parts. ION archives parts instead of deleting them because runs, issues, BOMs, POs, and inventory all reference the part. Deleting a part would orphan years of history.

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Bulk operations

For large-scale changes, such as importing a thousand parts from an ERP, use ION Importers. It gives you a dry-run mode to preview the effect before you apply it. For programmatic part management, see Common queries: create a part.