Objective: To convey the value of the Details tile and show you how to update component and product details.

Difficulty: Easy

In this article:

The Details tile allows you to quickly view a highlighted primary source analysis of all components, products, and assemblies within your Duro library. Having all your sourcing details, including lead time and the rolled-up cost, condensed in one location is a substantial benefit for Duronauts. Utilizing the Details tile will save you time tracking down sourcing information, provide you with vital manufacturing insight, and ultimately set you ahead of your industry competitors.

Details Tile: Value and Meaning

The Details tile is located on both component, product, and assembly pages, directly after the Product Overview tile and just before the Team and Build Schedule tiles, which follow in that order. This tile contains critical data, including the following fields:

Description
Primary source information:
- Manufacturer Part Number (MPN)
- Manufacturer (MFR)
- Minimum Quantity (MIN QTY)
- UNIT PRICE
- LEAD TIME
- Rolled up mass*

This tile functions as a guide to members within your company, informing viewers of the component's, product's, or assembly's proper application, usage, and requirements. Developers, engineers, and administration alike need visibility into how the component or product should be used, whether that's as a stand-alone item or integrated into an assembly. This is where you can drill down on sourcing specifications (such as lead time), alerting your team of product details that affect manufacturing timelines, ultimately preventing delays and hiccups down the line.

*Note: Rolled-up mass is included in the Details tile for products only. For components, the mass is located in the Specs tile.

View Only vs. Edit Mode

The Details tile will assume a different appearance between view only and edit mode. The different viewpoints are captured below for reference.

View only Edit mode

How to Edit Sourcing Data Displayed in the Details Tile

Follow the below instructions to edit information displayed in the Details Tile:

Login to your Duro account.
Navigate to the component page or product page of the item you'd like to alter.
Click on the Sourcing tab and scroll down to view the Sourcing table.
Click on the pencil icon, located both in the bottom left hand corner of the Sourcing table and in the upper right toolbar.
To edit an existing alternate source, expand Manufacturer and Distributor line items by clicking on the green arrow. To create a new alternate source, click on the "+" icon.
Enter or edit the Details Tile data including the following: MPN, manufacturer, minimum quantity, unit price, and lead time.
When you are done making changes, click on SAVE or SAVE AS REVISION at the top of the page.

How to Edit the Description Field in the Details Tile

The description of your component or product can easily be altered as well. Simply continue from Step 3 above and alter the text in the description textbox. Remember to click on SAVE or SAVE AS REVISION at the top of the page when you're done altering the description field.

The Value of Primary Sources

Duronauts have the capability to enter multiple distributors and manufacturers for an item into Duro as backups or alternates. This would prove to be helpful if the item was discontinued, backlogged, delayed by shipping, or rendered more expensive. In these scenarios, you can easily compare unit price and lead time between sourcing alternates within the Sourcing table.

The Details tile of any component or product will always say "PRIMARY SOURCE" directly below the description field. If it has a primary source selected, then the primary source data (MPN, MFR, minimum quantity, unit price, lead time) will be visible in the details tile. However, you must set a manufacturer as the primary source in order for that information to be pulled into the Details tile. Components and products without a primary source listed will still say “Primary Source” but will be blank beneath without any visible sourcing information.

Furthermore, primary sources must be set in order for the unit price of a product to be shown as the rolled-up cost. If you haven't chosen primary sources for all components within a product, the rolled-up price will be not complete, as it will lack pricing information for those components missing primary source designations. In order for the rolled-up cost to be accurate, every component in your library requires a primary source to be chosen. This is of the utmost importance for calculating costs and lead times.

How to Set a Primary Source

In order to set a manufacturing source as the primary, follow the below steps:

Navigate to the product or component page of the item you'd like to alter.
Click on the Sourcing tab and scroll down to view the Sourcing Table.
Select the line item you want to designate as the primary source.
Select Set Primary in the toolbar.
When you are done making changes, click on SAVE or SAVE AS REVISION at the top of the page.

Note: If you are in edit mode, you will be unable to set a source as the primary. Exit edit mode and then set the primary source.

Pro Tips

1. If you have multiple sources for a component or product, you have the option to use effectivity dates in Change Orders to create temporary timelines for backup sources by following the below steps:

Open an existing or new Change Order.
Choose a Change Order type (ECO, MCO, or DCO).
Enter a description.
Open ERP options, located beneath the description field.
Choose start and end dates.
Optional: select Override Existing.
Add the component to be used in a temporary timeline to the Change Order in the Add Products and Components module.
Click on Submit for Approval. Or, if the Change Order is not ready for approval, click on Save Draft instead.

For more information on ERP options, please read our article on Effectivity.

2. Import primary source information in bulk through the Import from File function for multiple components, products, and assemblies at once by uploading your spreadsheet to Duro. To take advantage of this feature, follow the below steps:

Navigate to your Components library.
Click on Import from File.
Download and open any of the available spreadsheet templates (optional if you already have a spreadsheet): Creating New Components, Update Existing Components, or Creating or Updating Assemblies.
Add columns for the required sourcing fields if not already present (MPN, Manufacturer, DPN, Distributor, Price, and Minimum Quantity) and insert the information for each field.
Follow the module prompts to conclude the bulk import for sourcing data.

Once the upload is complete, all items within your spreadsheet will have updated manufacturing and distributing data in their sourcing tables. Then, navigate to each component and designate the desired source as the primary.

Note: Primary source designation cannot be performed in bulk but rather must be set manually as defined above.

For more information about importing spreadsheets, please refer to our Import from File article.