Attribute Sets

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General

Attributes are optional qualities of a part which may be formatted as check-boxes or custom lists. Attribute sets are groupings of multiple attributes. With attribute sets, you may generate parts based on different combinations of attributes. These are referred to as collections. For more information regarding the collection part type, continue here.

List View

Filters
Attribute sets may be sorted on Name by clicking the filter heading. You may filter for attribute sets that match specific criteria by typing a value in the text field or selecting an option from the drop-down list. Clicking the Clear Filters button will clear your search. Any filters that are applied in list view will carry over to the List Navigator in the detail view.
Quick Actions
  • Delete Attribute Set - Remove the attribute set record from the list view and archive the record in LOCATE. This action cannot be undone from the list view.

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Attribute Set Profile Page

The attribute set name will be the title of the page. Here, you will find the attribute name, field type, and any associated collections.

Sort Order
  • You may use the navigation arrows next to each attribute to sort the order in which they appear.
Field Name
  • The attribute name will appear here.
Field Type
  • The attribute type will be displayed here. If the attribute is a listbox, the associated custom list will be hyperlinked for quick access.
Collection Number
  • The part number of the parent collection part will appear here.
Collection Name
  • The name of the parent collection part will appear here and be hyperlinked for quick access.
Action
  • Remove From Attribute Set - Removes the collection from the selected attribute set. This may be undone from the collection part profile page.
  • View Collection Items - Opens the Collection Items tab of the Parts module to display all items associated with the collection.
  • Add Collection Item - Assign a part that was previously created as a collection item. Select the part and applicable attributes and click Save.
  • Generate Remaining Collection Items - Generates every possible collection item based on the attributes.

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Module Navigation Bar

Actions

  • Clone Attribute Set - Creates a new attribute set with the same information and setup as the current attribute set.
  • Delete Attribute Set - Remove the attribute set record from the list view and archive the record in LOCATE. This action cannot be undone from the list view.

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Create Attribute Set

  1. Click New Attribute Set in the upper left corner of the Attribute Sets module.
  2. Enter the name of the attribute set.
  3. Click Save.
    • If you would like to create multiple attribute sets at once, click Save And New to be redirected to a fresh create screen.
  4. In the Attribute field, enter the name of the attribute you would like to add to the attribute set.
  5. Select the input type:
    • Checkbox - This indicates whether or not the attribute is applicable to the item.
    • Listbox - If there are multiple values for the attribute, you will need to select or create a custom list.
  6. Click Save.

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Create New Collection

Collection parts may be created in the Attribute Sets module, or in the Parts module. For more information on the collection part type, continue here.

From the Attribute Sets Module

  1. Click the New Collection button at the bottom of the attribute set profile page.
  2. Enter the name of the part.
  3. Enter a part number if desired. Otherwise a randomly generated part number will be created based on your part settings.
  4. Enter a sale price.
    • This field is only necessary if you intend to pass through the parent part price to child part prices.
  5. Click Save

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From the Parts Module

For information on how to create a collection part from the Parts module, continue here.

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Clone Attribute Set

  1. Attribute Sets may be cloned to quickly make various iterations of the set.
  2. Navigate to the attribute set profile page.
  3. Click the Actions menu and select Clone Attribute Set.
  4. Enter a new name for the attribute set.
    • If a name is not entered, LOCATE will automatically append and incremented suffix such as "_2".
  5. Click Clone.

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Delete Attribute Set

Attribute Sets may be deleted from the list view under the Quick Actions Menu, or:

  1. Navigate to the Attribute Set you would like to delete.
  2. Click Actions, and select Delete Sales Order.
  3. When prompted, click Yes.

Sales orders that have been issued may not be deleted.

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Delete Attribute

  1. On the attribute set profile page, use the sorting to find the attribute you would like to remove.
  2. Click Delete on the right-hand side.

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