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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.
    • 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.
    • Tracking: LOT, SERIAL, or None. See Serial and lot tracking before you pick.
    • Purchase Type (required): how the part behaves when purchased. Options are Creates inventory, Does Not Create Inventory, Physically Received, or Does Not Create Inventory, Digitally Received.
  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 Description, Cost, Lead Time, Sourcing Strategy, Reorder Point Minimum / Maximum, Unit of Measurement, and an Image for visual identification. Each field saves on its own as you edit it.
The revision value comes from the revision scheme you assign, starting at the scheme’s first value. To create a second part that shares a part number, create it under a different revision.

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Edit a part

Open the part from the Parts Library. Fields in the Part Information card edit in place and each one saves on its own as you change it. Some fields have downstream consequences:
  • Tracking: changing this after inventory exists is constrained. ION blocks switches that would invalidate existing inventory.
  • Sourcing Strategy: changing Buy to Make changes how procurement and MRP treat the part. Coordinate with the planning team.
  • Cost: propagates to BOM cost rollups and inventory valuation.
  • Lead Time: feeds Autoplan and reorder logic.
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.
  • Lock down the numbering scheme up front. Inconsistent part numbers such as brkt-001, BRKT-001, and BRKT001 are the most common Parts Library hygiene issue. Pick a convention and enforce it through importer validation.
  • Use revisions, not edits, for significant changes. If the part’s geometry, fit, or function changed, create a new revision rather than editing the existing one. Editing the existing revision rewrites history.
  • Set the thumbnail. It pays off every time someone scans a list of fifty parts and tries to find the right one.