Editing and Validating Parts

Note: Parts can only be viewed and edited by organizational users who have been granted relevant permissions

A newly created part appears on the Parts Page. To edit/validate a part, follow the steps below

Step 1 - Open The Edit Part Popup

Head to the Parts Page via links available on the Left Navigation Bar. On the Parts Page, search for your desired part in the Parts Table or filter parts to find your desired part. Once visible on the Parts Table, click on your desired part's row to open the Edit Part Popup.

Edit Part Popup

The Edit Part Popup features an info bar at the top, that displays the part number and part name, as well as available quantity and number of the latest purchase order on which this part was order.

Step 2 - Edit And Save Desired Information

The Edit Part Popup features several fields of information. Fields that appear in red are required fields, where as fields that appear in yellow are fields required for validation. To learn more about required and required for validation fields, you can refer to out field settings guide

Field Settings (Edit Part Popup)

To modify information, simply click on a field and enter/modify information. When information is modified, the Save button will display a red badge to indicate stale information that has not yet synced with our database. Clicking the Save button will sync this information on our servers and the red badge will disappear.

Step 3 - Validating A Part

The Edit Part Popup auto-saves information, unless there are empty fields that are either required or required for validation.

An attempt to save a part with missing required information will always fail, and the user will be guided to the first field that has missing required information. All required fields must be filled to enable saving the part, and to be able to mark the part as validated.

An attempt to save a part with missing required for validation information will prompt the user with a warning. The user can choose to proceed with saving the modified information or abort. All required for validation fields must be filled to be able to mark the part as validated.

Incomplete Information Warning (Edit Part Popup)

Once all required and required for validation field on an part are filled and synced with our servers, the part will automatically be marked as validated.