Adding Customer Parts

1. Adding a Part

Click Add Part in the upper right hand corner, to create a new part with all required specifications including general information.

2. Item Origin

Item Origin defines how the part is sourced or produced and determines which fields are required during setup.

Available Item Origin options include:

Make Item – Part is manufactured internally
Buy Item – Part is purchased from an external supplier
Make & Buy Item – Part may be produced internally or sourced externally
Customer Supplied – Part is provided directly by the customer

Note: Selecting an Item Origin dynamically changes the form fields required for part setup. For full breakdowns of each origin, click here.

3. General Information

Provide the required part details:

Part Number
Description
Customer
Complexity Ranking

4. Adding Sub-Components (Optional)

Sub-components allow you to define parts required to manufacture the main part.

You can:

Add child parts and sub-assemblies
Add hardware
Add material not included in Parts Portal's global material database
Define quantities, suppliers, and cost details
Create multi-level part assemblies

👉 For full instructions, see: Managing Sub-components

5. Tooling and supplies

There are three indicated fields to fill out before proceeding

Initial Cost: A one-time tooling/setup charge (e.g., custom fixture, die, mold) not spread across units—charged fully on the first order.
Recurring Cost Per Part: The cost of expendable tooling per part and outsourced services (e.g., cutter wear, inserts, finishing (paint), hardware, deburring discs, other supplies needed to complete the part).
Tooling Description: Briefly describe the tooling or supply and why it’s required for this part. This helps ensure pricing accuracy and consistency on future quotes and reorders.

6. Material

This section allows you to choose the materials for each part

Select the required material(s) using the search bar, which supports any search order for material type, grade, shape, and size.
Enter the yield size
Click Add

Multiple materials can be added if needed.

7. Operations

This section allows you to add operations that go into making each part

To Add an Operation:

Select the operation
Enter operation details
Click Add Operation

The Routing Box shows the sequence of operations. You can drag and reorder operations as needed.

Note: There are two types of views for each operation

Simple View

Advanced View

8. Files

Attach drawings, specifications, or other supporting documentation needed for quoting or production.

9. Processing time

There are three fields that indicate the time it takes to process your part

Pre Processing (hours): Time required before main production starts in working hours (e.g., material sawing, incoming inspection, material delivery time).
Between Processing Wait (hours): Expected idle time between operations in working hours (e.g., laser to brake queue delay).
Post Processing (hours): Time for secondary processes in working hours (e.g., deburring, washing, packaging).

Required fields are marked with an asterisk (*). Each section must be completed before the part can be fully saved.

Saving Part Progress

You do not need to complete a part all at once.

How Saving Works

You can save a part with partial information.
Saved parts can be returned to and edited later.
This allows you to gather specifications or attachments before finalizing.

When to Use This

Saving partial progress is helpful when:

You are waiting for missing drawings or files
You have multiple team members contribute to the estimating process
You are building large or complex parts

Required Fields Overview

Key required inputs include:

Part Number, Description, Customer, and Complexity Ranking
Initial and recurring tooling costs
Material selection
Operations and routing sequence
Processing time values
File attachments (drawings, specs, etc.)

Marking Sections as “Completed”

Each section is automatically marked Completed once all required fields are filled out. This helps track setup progress and ensures the part is RFQ-ready.

Automatic Part Creation (Customer RFQ)

New parts are automatically created when a customer submits an RFQ for a part that does not already exist in Parts Portal.

Importing and Updating Parts in Bulk

Click Import+ on the Parts dashboard to upload multiple parts at once via Excel.

Download the provided Excel template
Complete all required fields
Upload the file to create parts in bulk

All imported parts will automatically be marked Completed upon upload.

Rules for Updating via Excel

To ensure your data remains organized and relationships stay intact, the system uses a specific logic during the import:

Unique Identifiers: The system uses the combination of Part Number + Revision to identify existing records. If these two fields match an existing part in your library, the system will update that part rather than creating a new one.
Parent-Child Relationships: You can update sub-component attachments in bulk. The import validates these relationships to ensure child parts are correctly linked to their parent assemblies.
Validation & Errors: If there is a formatting issue or a missing required field, the system will provide a structured error report. This report tells you exactly which row and column failed so you can fix it and re-upload.

Exporting Parts for Updates

You can export your existing parts list to an Excel file to perform bulk updates or audits.

Filtered Exports: If you have filters applied (like Item Origin or Customer), the export will only include those specific parts.
Full Data Capture: The export includes materials, operations, and part relationships in a format that can be directly re-imported.
Email Delivery: For large libraries, the system generates the file in the background and will email you a download link once it’s ready.