Products

Objective: Create your first product.

Difficulty: Easy

In this article, you will find:

1. Universal fields
2. Creating your first product
3. Adding sourcing information
   • Adding sourcing information during product creation
   • Updating or adding sourcing information after product creation
   • Designating a primary source
4. Creating Change Orders
5. Expanding your product
   • Utilizing the Toolbar

Products represent finished goods, which is what you sell to your customers. A complete product assembly includes not just the physical-mechanical and/or electrical components but also any associated items such as documentation, packaging, and firmware/software. By making it easy to associate all information for a product it facilitates design intent to all team members, guaranteeing there’s only one place to find all critical information. Product tiles include total rollup costs and worst-case lead time required to manufacture your products, and the team member tile and milestone tile are unique only to products.

Universal fields

Every product has a set of fields that are present.

• Category: All products are automatically given the category prefix of "999."
• Name: Each product must have a unique name value within the current library. The name is generally terse and parametric value-driven. 
• Customer Part Number (CPN): Each product will have a unique CPN value within the current library, which is auto-generated and based on the category selected.
• EID (External ID): Users can add their own unique ID (or part number) value in addition to the auto-generated CPN value. This EID value can be used for legacy part number reference, CPN replication, etc., but must be unique within the current library. Usually, this domain is employed for previous part numbers that are already in circulation within a user's organization.
• Revision: A number or letter representing the individual revision of the product. As changes are made to a product and the changes are approved through a Change Order, the revision value will increment.
• Status: As a product matures, it progresses through the various lifecycle status values.

Creating your first product

When creating a product, the provided fields let you define high-level details such as revision level, lifecycle status, and product description. Follow the directions below to create your first product:

1. Log into your Duro account. 
2. In the left navigation, select Products.
3. Select the NEW button located above the Products table. 

4. Check the boxes that the component categories of this product will include Electrical, Mechanical, Packaging, or Firmware. You can select multiple boxes.

5. Enter a product name.
6. Choose a revision number.
7. Select a lifecycle status from the dropdown: Design, Prototype, Production, or Obsolete.
8. Enter an EID. 
9. Write a brief product description.
10. Enter product team emails for the designated roles: Product Manager, Engineering, QA, Procurement, and Manufacturing. 
11. Build a schedule forecast by choosing pre-production and mass-production (launch) dates. Enter a volume value for each coordinating date.
12. Upload a thumbnail image. 
13. Upload any relevant documents. 
14. Click CREATE.  

Adding product requirements will help you track progress and convey specifics to your teams and third-party suppliers. Duro supports all file types, letting you add anything, including standard operating procedures, compliance certificates, or even CAD renderings. 

Adding sourcing information

Including your sourcing information can be done both when creating your products for the first time and when updating existing products in your library, whichever is more convenient for you.

Adding sourcing information during product creation

Upon clicking the CREATE button and generating your product page, you will be immediately rerouted to the edit mode of your new product page. At this point, you can add Sourcing information to your product's sourcing table. When complete, click SAVE. Lead time and cost are rolled up from the components and assemblies within your product unless you designate a primary source. 

For the components and assemblies within your product, please refer to Updating Sourcing of Existing Components for a tutorial on updating your component's sourcing information and navigational tips on avoiding warning icons and banners. Refer to Updating and Interpreting Sourcing for helpful analysis tips, including how to track increases and decreases in unit price and lead time fields.

Updating or adding sourcing information after product creation

If your product already exists in Duro or if you created it manually, adding your sourcing criteria manually to the Sourcing table of your product is identical to the previously mentioned process, except for the starting point. To update or enter sourcing information, simply navigate to your product page and click on the Pencil icon in the toolbar to make edits. Enter your sourcing information into the Sourcing table of your product. When complete, click SAVE.

Designating a primary source

Although designating a primary source is required for components, it is not, in fact, required for products. Components require primary sources for the unit price to be displayed within the Details Tile. Products, on the other hand, have two ways in which the unit price is established: (1) by designating a primary source, in which case the price is set individually, or (2) by rolling up all the unit costs of each item in the assembly of the product. In the case of the second option, setting a primary source is not required since the unit price is calculated through the assembly's collective unit price. In the first case, the primary source supersedes any price that may be included within the assembly. 

Please refer to the How to Set a Primary Source section of the Details Tile article for instructions on how to do so.

Creating Change Orders

Duro's Change Order system helps you track product revisioning with streamlined efficiency and high visibility to all team members throughout your organization. For instructions on how to create a Change Order, please refer to our article on Change Orders. Additionally, refer to the Creating Revisions and Change Orders section of our Help Center for supplemental information.

Expanding your product

Once created, you can make further adjustments and start building out your assembly by importing BOM spreadsheets. All changes are automatically saved and revised, so you have full traceability and accountability, ensuring you can always review and roll back. For instructions on how to incorporate components into your product's assembly, please refer to Adding Your Component to an Assembly. 

When updating your product's components and assemblies, use either the Import from File or Import from Vendor method. When updating product specs, use either the Import from Vendor method or update individual products manually within the product page.

For helpful video tutorials on everything related to products, please visit the Product Overview. 

Utilizing the Toolbar

The Toolbar is integral to expanding your product. Learn more about each of the embedded icons in our article on the Toolbar:

• Pencil icon: Activates edit mode, allowing you to save product changes as a new revision or without a revision.
• Product Variant Icon: Produces a table of all related variants and produces the option to create additional variants.
• Trash Icon: Deletes the product.
• Where Used Icon: Provides visibility into all other assemblies the product is used in.
• Favorites Icon: Saves a product as a favorite for easy access.
• Export Icon: Exports the product via download or email.
• Revision History Icon: Allows for traceability into past product revisions.
• Change Order Icon: Creates new Change Orders or edits open Change Orders.