Adding items to a BOM
Use this to add assemblies and parts as lines under an existing parent in the Staging Area. You can add parts, reuse existing assemblies or products, or create a new assembly on the spot. Creating new products is covered in Adding a product.
Hover the row you want to add into and select its add action. The dialog names the parent at the top, so you can always confirm you are adding in the right place.
Adding parts
The most common case. Parts come from your inventory.
- Keep the mode on Parts.
- Start typing a part number, CPN or description. Search begins at two characters.
- Select a result to add it as a line.
- Repeat for as many parts as you need. They queue up below.
- Set the version, revision and quantity for each line.
- Select Add.
Why search needs two characters
A company inventory runs to thousands of parts. Nothing is fetched until the term narrows it down, which is what keeps the dialog fast.
Adding an existing assembly or product
Use this when you want to reuse something that already exists.
- Switch to Assemblies & products.
- Search. Assemblies and products are searched together and shown as one list, so you do not have to know which type you are looking for.
- Pick the item and set the version, revision and quantity.
- Select Add.
This is how reuse happens: you pick the assembly that already exists rather than rebuilding it. See Reusing an item.
Creating a new assembly
Use this when the subassembly does not exist yet.
- Switch to New assembly.
- Give it a name and a one-line summary.
- Add a longer description if useful.
- Optionally choose a numbering subcategory.
- Set the quantity this parent needs.
- Select Add.
The assembly is created at version 0.1.0 as a draft and attached in one step. It will be released together with its parent the next time you commit.
Every line pins a revision
When you add something, you choose its version and then its revision. The line points at that exact revision from then on.
This is intentional
If someone later releases a newer revision of that item, your BOM does not change. It still calls for the revision you chose. Moving to a newer one is a decision you make.
What you cannot add
Partix will refuse, and say why, if you try to:
- Add an item into itself, or into something it already contains. That would make a loop, and a BOM cannot contain itself.
- Add the same item twice under one parent. Change the existing line's quantity instead.
- Add anything to a committed item. Work in the Staging Area.
Adding an item somewhere higher up the same branch is fine. That is reuse, not a loop.