Item configuration in Upchain

Module overview

Here, we’ll configure the information we need to define how items are numbered and described in Upchain. This includes configuring a set of item numbering rules so that items are assigned the correct number as they are created, setting up custom item attributes in addition to the “out of the box” attributes to capture all required information about the item, and setting up a categorization scheme that allows us to further label items according to purpose and type.

We will approach this from the perspective of an example company, where we are looking to take a specific item numbering scheme that was already in place from a previous system and translate that into Upchain. We’ll also approach the item attributes and categorization topics in the same way.

This content takes approximately 1 hour and 5 minutes to complete. By the end, you should be able to:

• Configure an item numbering scheme including specific formatting for the numbering, and major and minor revisions
• Map CAD properties to item attributes
• Create custom item attributes of various types
• Configure a categorization scheme, including categories and subcategories, as well as categorization attributes
• Apply categorization to an item and use the Advanced search to locate an item by its categorization

Module outline

• Configuring item numbering in Upchain
• Configuring item attributes in Upchain
• Item categorization in Upchain
• Item configuration in Upchain - Quiz
• Conclusion and next steps