Components

Objective: To help users find more information on adding component sourcing information, creating change orders, and using the Toolbar.

Difficulty: Easy

In this article you will find:

1. Universal fields
2. Creating your first component
3. Adding sourcing information
   • Adding sourcing information during the import process
   • Adding sourcing manually after component creation
   • Designating a primary source
4. Creating Change Orders
5. Expanding your component
   • Utilizing the Toolbar

Components are the fundamental elements of products. These are the smaller parts and assemblies that define the "recipe" to procure and assemble the necessary elements that comprise the finished good product. In this article, we will walk you through the fundamentals of creating your first component in Duro and provide links to a host of additional resources.

Universal fields

Every component has a set of fields that are present regardless of the category type. Some fields are only visible for specific category types.

• Category: each component must have a single category type selected. 
• Name: each component must have a unique name value, within the current library. The name is generally terse and parametric value-driven.
• Customer Part Number (CPN): each component will have a unique CPN value, within the current library, which is auto-generated and based on the category selected.
• EID (External ID): is a field that can be utilized to capture any legacy information pertinent to a record in Duro. This EID value can be of any format but must be unique within the current library. EIDs can also act as links to CAD-created items. 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 component. As changes are made to a component and the changes are approved through a Change Order, the revision value will increment.
• Lifecycle status: as a component matures, it progresses through the various lifecycle status values.

Creating your first component

Creating your first component starts at the Component tab of your Duro dashboard. There are three ways to upload your components and products into Duro: importing them from a spreadsheet file, importing them directly from a vendor (NetSuite, First Resonance, Altium, etc.), or creating them manually within Duro. All import modes are documented separately below for your convenience. Choose the method or combination of methods that work best for you and your company:

• Import from File
• Import from Vendor
• Create Manually

Adding sourcing information

There are two ways of incorporating your sourcing information into your component library: during the import process (from file or from vendor) or manually inserting after the importation is complete.

Adding sourcing information during the import process

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

When creating your components for the first time in Duro, you have the option to import sourcing data along with the rest of your component's information. If importing components from a file, include sourcing columns in your BOM, and map to the coordinating fields in the Duro import wizard. For more information on mapping columns, please refer to Importing Spreadsheets - Advanced.

If importing components from a vendor, ensure (1) that the component's sourcing information is uploaded to your vendor platform and (2) that this is selected for import.

If creating your components manually, refer to the next section on Adding sourcing manually after component creation, since the module for manual creation does not include fields for sourcing criteria. 

Please refer to Updating Sourcing of Existing Components for a tutorial on how to update your component's sourcing information and for navigational tips on how to avoid 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.

Adding sourcing manually after component creation

If your components already exist in Duro, or if you created your component manually, add your sourcing criteria manually to the Sourcing table of your component. For detailed steps, please refer to our article on Alternates. Adding alternate modes of sourcing follows the same pattern as adding primary modes of sourcing; the only difference lies in the primary source designation. 

Designating a primary source

Designating a primary source must be completed manually after importing components into Duro to pull the unit price field through the Details Tile, thus presenting a rolled-up cost in an item's component page. For instructions, please refer to the How to set a Primary Source section of the Details Tile article.

Creating Change Orders

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

Expanding your component

There are multiple ways to add a component to an assembly: during the Import from File process or manually within the Assembly table. For instructions on how to incorporate your component into an assembly, please refer to Adding your Component to an Assembly. 

Utilizing the Toolbar

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

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