Products or Parts are the final items produced by the organization through manufacturing process. In SFactrix, Parts are build through production process as per customer work orders. Creating parts master data helps the manufacturers to create work orders and execute the manufacturing process, maintain timely delivery and maintain the quality of each constituting a final product.
SFactrix Data import process helps users to import bulk products or parts master data into their accounts from external sources through a CSV file. Importing large volume of 'parts' master data becomes effortless through SFactrix Data import process.
How to prepare the parts master data for data import process?
This guide will feature a step-by-step guide to fill in and import data for ‘Parts’, in a CSV file format.
To begin filling in the data, Login into SFactrix.ai | Login
Home > Data Import > CSV template.
Select the data type template ‘Parts’ from the CSV template links.
CSV template is downloaded successfully.
Please note the details of each parameter in the ‘Parts’ CSV template required to fill in the Data. Enter each data carefully to avoid importing invalid data into your account. Make sure no changes are made to the CSV template headers.
Parts / Item Code
Enter a unique Part code in minimum 3 characters for identification. Also, the Part Code is also required while creating Work-Order data.
Part / Item Name
Enter a unique name for each Part in minimum 3 characters.
A brief description of the operation of the Part in minimum 3 characters.
Enter Yes/No. Yes, if the Part is a subset of the parent part. Child Part is non-sellable and is put together according to the requirements to form a Parent Part.
Parent Part Code (If Child)
Enter the parent part unique code if it is not a child part.
Yes/ No. 'Purchasable' if the part is purchased from a supplier.
Enter the cost incurred during the manufacturing of the Part. Enter the correct cost as this information will be used in the metrics.
Manufacture Currency Code
Select the currency code depending on the location of the Plant.
Enter the exact selling cost of the Part.
Sales Currency Code
Enter the currency of the location where the Part is sold.
Quantity in Stock
Enter the quantity already available in stock to calculate the quantity to be produced.
Enter the UoM (Unit of Measure) for the quantity specified like (litr, ton, pcs, etc)
Cycle Time (Mins)
Enter the Cycle Time of the part’s production (in min), which is the time taken by the asset to produce 1 quantity of Part.
Manufacturing Process (Parallel or Sequence)
Enter the manufacturing process ‘parallel’ or ‘sequence’. 'Parallel' when a particular Part can be produced simultaneously with another Part of the same Product. 'Sequence' when each Part that belongs to a Product should have a sequence of production and cannot be produced simultaneously.
Enter the Supplier's name from whom the Part is being supplied.
Supplier Model Number
Enter the model number of the supplied Part.
Supplier Lead Time
Enter the Supplier Lead Time i.e., time taken (in hrs) to deliver the ordered Part.
Enter the Supplier's price for the Part ordered.
Supplier Currency Code
Enter the Supplier's currency.
Sample data shown below after filling it.
Name the file as per your choice.
Save the file in your system to upload it later into your SFactrix account.
How to import the ‘Parts’ Data CSV file to SFactrix account?
To import the ‘Parts’ data to the SFactrix account, log in to SFactrix.ai | Login
Go to the Data import page and choose the data type as ‘Parts’ in the drop-down list.
Click on ‘choose a file’ and select the CSV file you have saved in your system.
Click on the ‘Submit’ button.
Your ‘Parts’ data is imported successfully.
Please refer to the following page for details of each parameter required to fill in and import the 'Materials' data in the CSV template.
For any feedback and queries on the functionalities of the ‘Parts’ data import write to our support team at [email protected]