Part Library

Part Library allows you to save parts that you’ve produced for a customer for re-use.

Part Library overview

The Part Library is designed for saving parts you have either produced for a customer or you have added to the Library manually for the use in future quotes.

The Part Library will give you a history of when these parts were last quoted, material data and any process information against the parts.

Any parts saved in the Part Library will also be available for importing direct into a quote making the quoting of repeat parts quicker and easier.

The data stored in the Part Library for the parts is as below:

  • Thumb: Thumbnail image of the part stored in the library

  • Part ID: The unique identification number given to this part

  • Part name: The Part Name of the part that is saved in the library.

  • Bounds W x L: The overall size of the part saved in the library.

  • Cutting Technology: The cutting technology this part was saved from when quoted/ordered

  • Material and Thickness: What material and thickness this part was saved with when last used.

  • Secondary Processes: Any secondary process data applied to this part when saved will be stored here.

  • Last quote: The last quote number this part was used on.

  • Last Price: The last price calculated for this price in the above quote number.

  • Last Quantity: The quantity this part was last quoted for that produces the above price in the above quote.

A part will only be automatically assigned a Part ID if it is in a customer's part library and cannot be edited. The part library is available exclusively on the Advanced plan.

To assist in the search for parts in a customers Part Library you may use the filter and search options at the top of the Part Library.

Adding Parts to the Part Library

There are two main ways you can add parts to a customers Part Library.

  1. Marking a customer's quote as "ordered" from the quote screen within ToolBox.

  2. Using the 'Send to Part Library' action.

Both of the above options are available via the Actions drop down in the Quote screen when a quote has been calculated.

Using the Part Library to quote

With the Part Library you can import previously quoted or produced parts directly into a quote for your customer to make repeat works and quotes quicker.

To use the Part Library for quoting you first need to start a quote within ToolBox and select the relevant customer.

Note: If a customer is not assigned to the quote, ‘Add from Part Library’ will be greyed out and not available from the dropdown.

Then from here use the drop-down option next to "Add 2D Parts" and then select "Add from Part Library"

This will then open a new window displaying the customers Part Library.

From here you can use the search filters at the top of the window to search for the parts you want to add to the quote you are working on.

Then using the "Add" column on the left of the window enter the quantity against the parts you want to add into your quote.

Then select "Add Parts to Quote" to send these items into your quote.

Your parts from the Part Library with the saved Material & Process data from its history will now be loaded into your quote ready for calculation.

Fixed price parts

By default, parts are recalculated using the latest prices and pricing rules. Optionally lock the price so that your customer gets the same unit price each time.

Lock the price forever or set an expiry date. Upon expiry, a warning is shown and prices are calculated using the latest prices and rules.

Steps to using fixed price parts

  1. Open a customer's Part Library via Customer Central.

  2. Locate the part you want to lock the price for.

  3. Set the fixed price. This is the unit price the part will be quoted at.

  4. Optional: Set the expiry date of the price. After this date, the price will no longer be locked. Parts will show a warning saying the price has expired, and the price will calculate at the latest prices and price rules.

  5. In a new quote for that customer, select 'Add from Part Library'.

  6. Set the quantity of the part you would like to add to the quote, then click 'Add x parts to quote'.

  7. Click the Calculate button. The price will calculate as normal, and then the Adjustment field will automatically calculate what it needs to be to change the normal price to the fixed price. This gives you visibility over the effect the fixed price is having on the final quoted price.

Last updated