FAQs for "Adding a New Part or Product"
1. What is the purpose of adding a new part or product in the Isolocity system?
A: Adding a new part or product allows you to manage and track inventory, associate materials with specific products, and maintain accurate records for manufacturing, inspections, and supply chain management.
2. How do I begin adding a new part or product in the Isolocity system?
A: Log in to the Isolocity system, navigate to the Product Activity Manager section on the left side bar, and click Create Product. This opens the product creation form where you can enter the necessary details. (Note: If your modules have been renamed, it may appear under a different name.)
3. What information is required to create a new part or product?
A: Required information includes:
Product Name: A descriptive name for the product.
Product Number: A unique identifier for the product.
Status: Whether the product is Active or Inactive.
Finished Product: Indicates access to the Bill of Materials (BOM) section.
Bill of Materials (BOM): Materials associated with the finished product.
4. Why is it important to set the status of a part or product?
A: Setting the status to Active or Inactive helps manage the availability of the product in inventory. Active products are available for use or sale, while inactive products are archived for later use.
5. How do I assign a "Product Number"?
A: Enter the Product Number during product creation. It serves as a unique identifier, crucial for tracking, inventory management, and reporting.
6. What should I include in the "Product Name"?
A: The Product Name should be clear and descriptive, such as "Dry Flower Nutrient" or "Packaging Bottle," and should align with the product number for organizational purposes.
7. How do I manage the Bill of Materials (BOM) for a product?
A: The BOM is managed by selecting and linking materials associated with the finished product during creation. This ensures all components are accounted for and inventory is accurately tracked.
8. What is the significance of identifying a product as a "Finished Product"?
A: Identifying a product as a Finished Product allows the BOM section to be visible and enables it in the inspections module, important for final inspections and inventory management.
9. How do I link a product to a "Parent Product"?
A: Select the Parent Product in the Parent Product field. This creates a parent-child relationship for better organization and tracking within product families.
10. What is the purpose of entering a "Current Lot / Batch Number"?
A: Entering a Current Lot / Batch Number helps track specific batches for quality control, traceability, and inventory management.
11. How do I manage inventory levels for a product?
A: Set the reorder point, minimum level, and maximum level during product creation to maintain optimal inventory levels and avoid stockouts or overstock situations.
12. What is the role of the "Reorder Point" in inventory management?
A: The Reorder Point triggers a notification when inventory reaches a specific level, ensuring timely replenishment.
13. Why is it important to set a minimum and maximum inventory level?
A: Minimum levels alert when stock is low, while maximum levels prevent overstocking, saving resources and storage space.
14. How do I document revisions for a product?
A: Enter a Revision Level and Revision Date during product creation. This tracks changes over time to ensure the latest version is used.
15. Can I upload files related to a product during creation?
A: Yes. Click Upload Files to attach specifications, manuals, diagrams, or other relevant documentation.
16. How do I link a product to a supplier?
A: Select the supplier in the Supplier field. This association helps manage supply chain relationships and track material sourcing.
17. How do I link specifications to a product?
A: Select the relevant template in the Templates field to ensure inspections and quality checks follow predefined criteria.
18. What is the significance of linking equipment to a product?
A: Linking equipment ensures users know what tools are required to produce or inspect the product, maintaining proper production standards.
19. How do I associate a product with a specific department?
A: Select the relevant department in the Department field to assign responsibility and ensure the correct team manages the product.
20. What is the role of the "Unit Type" and "Unit of Measure" fields?
A: Unit Type identifies how the product is measured (e.g., length, mass, volume), while Unit of Measure specifies the exact unit (e.g., grams, liters). This ensures accurate and consistent measurements.
21. Why might I need to enter the density of a product?
A: Density is important for products with both mass and volume, such as liquids or powders, to ensure accurate inventory management and billing.
22. How do I set the acceptance ratio for a product?
A: The acceptance ratio determines the percentage of passed versus failed samples for inspection approval, helping maintain strict quality control standards.
23. What should I do if I need to create a new revision of a product?
A: Click Create New Revision and enter updates to ensure all changes to the BOM or product specifications are documented.
24. How do I finalize the creation of a new part or product?
A: After entering all necessary information, click Save Part to finalize creation. The product is then saved in the system for use in production, inspections, or sales.
25. What are the next steps after saving a new part or product?
A: Use the product in production, inspections, or sales processes. Regularly review and update the product information to keep it current and accurate.