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There are three methods that you can use to populate your parts. Methods #1 and #2 are described below. If you wish to import parts from a third-party application, you can use our Macro-Enabled Microsoft Excel workbook. You can download the necessary Setup.exe file and the MS-Excel template by clicking this link.
Method #1:
Adding Parts Needed for the Project,
Adds them to the Parts Library too (think: killing two birds with one stone)
Toolbar > Project > Materials/Purchasing tab > Parts sub-tab
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Adding/Editing Parts
All parts in the Crows Nest library must be catalogued by at least a ‘Category’. Additionally, you can catalog your parts at an even more granular level by including them in a ‘Sub-Category’. Parts library can grow very quickly resulting in hundreds, or even thousands of parts. Keeping parts categorized helps when filtering your search results and/or reports throughout Crows Nest.
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B. Select a Subcategory | If the subcategory of the part you are adding/editing already exists in the list, simply select the subcategory and click ‘OK’. However, if you need to ‘Add' a new ‘Subcategory’, ‘Rename’, or ‘Delete’ an existing subcategory:
Example: The Category ‘Fasteners’ can contain subcategories such as ‘Screws’, ‘Staples’, ‘Binding Posts’, and ‘Cams’, to name a few. |
Adding a Business here will create a new bare-bones ‘Business’ record that can be further edited by navigating to Common->Businesses on the ribbon menu and entering additional business attributes/details. | |
Having the manufacturer’s Part Number or SKU can be invaluable. Whether you find it on a supplier/vendor’s packing slip, invoice, or the manufacturer’s website (shown in this example), take the time to enter this information into the ‘Manufacturer ID' field. Whether your team loves the part, or hates the part, having the manufacture ID/SKU can eliminate confusion or ambiguity when it comes time to re-order. | |
As mentioned above, having the manufacture’s Part Number of SKU can be invaluable when verifying that you have the right part when you place an order. The Project description field pretty much speaks for itself. It should contain enough narrative to provide a description to the end-user and is also a great source for Crows Nest’s powerful search tool to find the part you’re looking for by any word or string in the description field. The part description will often vary from supplier to supplier and may even differ from manufacturer to supplier. We usually recommend that you simply copy-and-paste the description from either the manufacturer’s website or from your preferred supplier’s website or invoice. | |
As you’re entering the part, think about how it’s sold to you by your supplier/vendor. Is the part sold as an individual piece (each)? ‘Per Pack’ (i.e., two-rolls-to-a-pack)? By the lineal foot (LF)?
Your Part Library will contain parts that at first glance will look identical. However, you will have one part that is ‘Inventory’ that will have a UOM = ‘Per-Pack’, and another part with the exact same name, manufacture, Mfg ID, and description, except it will be ‘Stock’ and the UOM will = ‘Each’. | |
The friendly name field is designed to used as a short description field. Or if your team has a particular nickname for a part, you can enter that in the ‘Friendly Name’ field. For this example, not much thought or creativity went into it, it’s simply just enough information to know what the part is at a quick glance. | |
The ‘Keywords’ field is designed to be one more place where you can put key words that aren’t already in the ‘Category’, ‘Subcategory’, Manufacturer’s name, Manufacturer’s ID/SKU, or the ‘Friendly Name’ fields. When you’re searching for parts, Crows Nest’s powerful search engine will conduct a thorough search across multiple data fields delivering results with amazingly fast speed. For this example, the ‘Description field’ and ‘Friendly Name’ fields were populated from copying-and-pasting text from a supplier’s website. Nowhere in either of the fields was the phrase ‘Cabinet Screw’. Now, when doing a search for a part, typing ‘Cabinet Screw’ in the search field reduces the list from potentially thousands of parts, down to a handful. | |
The options ‘Track Inventory’ and ‘Use Stock' are to be selected as one, or the other, but not both. When you select ‘Track Inventory’, items consumed during the fabrication/manufacturing process are tracked. Example (We’ll stick with the cabinet screws as our part of choice: You ‘Track Inventory’ on the part that represents the BOXES of screws. When you have consumed a box, you open the second box and now you have nine (9) boxes of screws on hand (13,500 +/- screws in “Stock”). Screws fall on the ground, roll under material, get into cracks in the floor, stuck in your boot, etc. The point being, we really don’t want to keep track of how many individual screws we have on-hand. We only care about how many BOXES of screws we want to keep on-hand. You’ll have a second “Use Stock” part that will be exactly the same as the “Track Inventory” part. It’s the very same PHZ8.3 PowerHead Wood Screw. However, its part record will have a UOM of ‘Each’, instead of “Per Pack”. If you paid $150 for the box (per-pack) of screws, the cost of EACH screw = $0.10. Your materials budget for, let's say a dozen screws to assemble the cabinet is only $1.20. That’s not a lot of money. However, over time, it adds up. Suppose instead of screws, we were talking about 11/16” Particle Board. Instead of $1.20 in cost, we’re now talking closer to $30 for each part. |
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Method #2: Adding/Editing Parts from the ‘Parts’ form:
Navigate to Common->Parts (Menu bar-> Purchasing->Parts in versions prior to 2/9/2023)
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