Inventory - Collection Part

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Part Types

General

A collection part is a method of quickly generating different variations of parts based on the attributes of the parent part. Ex: a T-shirt is sold in two colors and three sizes, so there are six individual parts which make up the collection.

Create Collection Part

  1. Navigate to the Parts Module and click New (+) Part.
  2. Fields
    • Part Type - Select Inventory - Collection from the drop-down menu.
    • Number - Enter a part number, or leave blank to auto-generate.
    • Name - Enter the name of the part.
    • Description - This is optional.
    • Sale Price - Enter the unit price for this part.
    • Stocking UOM - Select the appropriate unit of measure for this part. For more information about managing units of measure, continue here. Note, light manufactured bundles can only use a Count type UOM.
    • Default Vendor -
    • Attribute Set - If the part has certain characteristics such as color or length, associate them by selecting an attribute set. If the attribute set does not already exist, use the plus (+) sign to create a new attribute set. For more information about attribute sets, continue here.
    • Custom Fields - The available custom fields will be unique to your setup. For more information about custom fields in LOCATE, continue here.
  3. Click Save.
    • If you are creating multiple new parts, click Save and New to be redirected to a fresh part create screen.

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Manage Collection Items

There are three methods by which collection items may be added to a collection: add an existing part, generate specific items based on select attributes, or generate all items based on all attributes.

Once added, you may use the header filters and sorting to quickly find collection items within the list view. Collection items may be edited or removed from the list by using the corresponding buttons to the right.

Add Existing Item

  1. Navigate to the parent collection part, and click onto the Collection Items sub-tab.
  2. Click New Collection Item in the upper right.
  3. Enter the name or number of the part you would like to add to the collection.
    • Note that the part must have been previously created in order to be added here.
  4. Click Save.

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Generate Select

  1. Navigate to the parent collection part, and click onto the Collection Items sub-tab.
  2. Click Generate Select in the upper right.
  3. Select the individual attributes with which you would like to generate parts.
    • Note the Attribute Set must be specified on the Details tab in order to view the individual attributes.
    • Click Generate.

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Generate All

  1. Navigate to the parent collection part, and click onto the Collection Items sub-tab.
  2. Click Generate All in the upper right.
  3. When prompted, click Yes.

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