Parts and materials represent the physical components needed for the project. Parts can only be added at the station level. If you need to cost materials for an area of the machine, ensure a station exists within the relevant module first.

Station Parts Grid

When you navigate into a station detail view, the parts grid is displayed below the station detail form. This grid uses batch editing — you can add, edit, and delete multiple rows before saving.

Grid Columns

Summary Row

The bottom of the grid shows summary totals for:

• Total Units Required
• Total Price
• Total Including Contingency
• Total Including Markup and Contingency

Adding Parts Manually

1. Navigate into a station detail view.
2. In the parts grid, click the Add Row button in the grid toolbar.
3. A new empty row will appear at the bottom of the grid.
4. Enter the Part Number, Description, Units Required, and Item Price.
5. Select a Category from the dropdown.
6. Repeat for additional parts.
7. Click Save in the toolbar to save all new parts.

Adding Products from the Catalogue

Instead of entering parts manually, you can add them from the product catalogue:

1. Click the Add Product button on the parts grid toolbar (or from the module/overview page).
2. A dialog appears with a searchable product list grid.
3. Use the filter row to search by product number, description, or other attributes.
4. Select one or more products by ticking their checkboxes.
5. Click Add to insert the selected products into the parts grid.

When products are added from the catalogue, the Part Number, Description, and Item Price are automatically populated from the product data.

Duplicating Rows

To duplicate existing parts:

1. Select one or more rows using the checkboxes on the left of the grid.
2. Click the Duplicate rows button in the grid toolbar.
3. Copies of the selected rows will be added to the grid.
4. Modify the duplicated rows as needed, then click Save.

Editing Parts

1. Click on any editable cell in the grid to modify its value.
2. Changed cells are highlighted to indicate unsaved modifications.
3. Edit multiple cells/rows as needed.
4. Click Save to persist all changes, or Undo Changes to revert.

Deleting Parts

1. Click on a row to select it, then press the Delete key, or use the delete icon in the grid row.
2. The row will be marked for deletion (shown with strikethrough styling).
3. Click Save to confirm the deletion, or Undo Changes to cancel.

Understanding Part Categories and Markups

Each part is assigned to a Category (e.g., Mechanical Parts, Electrical Parts, Guarding). The category determines the default markup percentage that is applied to calculate the customer-facing price.

The markup percentages for each category are configured on the Rates tab.

If a part requires a different markup from the category default, tick the Use Custom Markup checkbox and enter the specific Markup % for that part.

Understanding Contingency

Each station has a Part Contingency percentage (set on the station detail form). This percentage is applied uniformly to all parts within the station. The "Total Incl. Contingency" column shows the material cost after the contingency has been added.

Parts Summary Tab

The Parts Summary tab (at the proposal level) provides a read-only aggregated view of all parts across all stations and modules in the proposal. This grid is grouped by module, allowing you to expand/collapse each module to see its parts.

Summary Grid Columns

Use the Expand/Collapse All checkbox at the top of the grid to quickly expand or collapse all module groups. The filter row can be used to search for specific parts across the entire proposal.