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Jared edited this page Jul 15, 2024 · 8 revisions

Components Inventory

A database of all components in inventory.

How do I add the same component to different categories?

NOTE: This is different from pressing Add New Component to Inventory

  1. Select your components
  2. Right click
  3. Press Copy to XYZ.

This will ensure your component will always have the same information accross all categories except for unit quantity, which is unique to each category.

Laser Cut Inventory

A database of all laser cut parts in inventory.

How do I add the same laser cut parts to different categories?

  1. Select your parts
  2. Right click
  3. Press Copy to XYZ.

This will ensure your component will always have the same information accross all categories except for unit quantity, which is unique to each category.

Purchase Orders

How do I add a purchase order template?

Look for Purchase Orders on the main toolbar, then press Add Purchase Order Template

You will be prompted to select a .xlsx file.

Where are my templates saved?

Look for Purchase Orders on the main toolbar, then press Open Folder

Job Planner & Job Quoter

How do I plan a job?

To edit a job within Job Planner the job's status needs to be set to Planning.

How do I quote a job?

To view a job within Job Quoter the job's status needs to be set to either Quoting or Quoted.

What is the difference between planning and quoting a job?

Jobs have to be created inside Job Planner because assemblies and laser cut parts need to have a flow tag. Quoting a job is not required provided all laser cut parts already exist in Laser Cut Inventory. (If a part does not exist in the inventory, the row will be highlighted with a red color)

How do I had a laser cut part to laser cut inventory?

You need to load a nest that contains said part to update its information and then the job needs to be run through workspace. Each process (flow tag) in Workspace Settings > Edit Flow Tags has a Add to inventory and Remove from inventory checkbox which dictates when a laser cut part is added or removed from the inventory.

What are templates used for?

Typically a job marked as template signifies its ready to be used in Workspace; That is, its planned and quoted already.

You can only send a job into workspace if and only if (1) the job is a template and (2) your currently viewing the job.

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