Component Type
The Component Type section enables administrators to define and manage categories that classify components into logical types. These classifications help structure your component library for easier navigation, reporting, and assignment—ensuring that materials such as Fabric, Trim, Label, and Packaging are consistently categorised across Component Details, Component Create, Component Import, and Reports.
Component types represent the distinct material categories used throughout the platform—such as Packaging, Hardware, Labels, Trims, Fabric, and Zipper. By managing these centrally in Site Settings, teams can standardise how components are structured, filtered, and reported across the system.
The Component Type section allows you to create a consistent set of type labels that can be used in Component Create, Component Details (Type field), Component Import, and Component General Settings (as a mandatory field option). Proper configuration ensures that component data remains traceable, supports accurate costing calculations, and aligns with your procurement and product development workflows.
Quick Check - Before You Start
- Align spelling with Component Import templates—imports are case- and value-sensitive.
- Create the full type list before mandatory Component Type enforcement in General Settings.
- Disable obsolete types instead of deleting when they appear on historical BOM lines.
Managing Component Types
Add Component Type
- Click the Add New button at the top left.
- Enter the component type name or description in the pop-up form (e.g., Fabric, Label, Zipper, Packaging).
- Click Save to add the new type to the list.
Edit Component Type
- Click the pen icon beside the type you want to edit.
- Update the Description field in the pop-up form.
- Click Save to apply changes.
Disable Component Type
- If a component type is no longer active but needs to be retained for historical data, change its status from Enabled to Disabled.
- Disabled component types will not appear as options when creating or editing components.
- This can be done directly in the list or through the toggle in the Edit pop-up.
Delete Component Type
- Single delete: Click the trashcan icon beside the type and confirm deletion.
- Bulk delete: Select multiple rows using the checkboxes, then click the bulk delete action and confirm.
Other Actions
- Filter – View component types by status (Enabled or Disabled).
- Export – Download the complete list of component types in
.xlsxformat.
- History – Export a detailed log of component type changes and version history for auditing purposes.
Table Flexibility
Users can tailor the table layout using the following controls:
| Feature | Description |
|---|---|
| Sort by Ascending or Descending | Reorder component types by clicking on any column header (e.g., name or update date). |
| Pin Column | Lock important columns in place whilst scrolling. |
| Autosize This Column | Automatically resize the specific column to fit its content. |
| Autosize All Columns | Apply autosizing to all columns. |
| Choose Columns | Show or hide individual table columns. |
| Reset Columns | Return the table to the default configuration. |
Related Documentation
Component types are used across several modules. For detailed guidance, refer to:
| Topic | Description |
|---|---|
| Component › Create | Create new components; select a Component Type from the dropdown during creation—options are defined in this section. |
| Component › Details | View and edit component information; the Type field displays the component type assigned to each record. |
| Site Settings › Components › General Settings | Configure mandatory fields; Component Type can be set as a required field during component creation. |
| Component Import | Bulk import components; the Type field must match values configured in this section. |
| Component › Duplicate | Duplicate existing components; Component Type is copied from the source and can be edited. |
| Reports › Component | Filter and report on components by type. |
Tip
- Use consistent naming (e.g., Fabric, Trim, Label, Packaging) to align component types with your material categories.
- Disable unused component types instead of deleting them to retain historical context and maintain audit trails.
- Configure component types before importing components to ensure correct field mapping.
- Regularly review your component type list to ensure it aligns with current product offerings and material categories.
- Use the History feature to audit component type changes for data governance and compliance.
Troubleshooting
Why does component import reject my Type column?
Imported Type values must match an enabled row in this list.
Steps to resolve:
- Compare the spreadsheet text to Site Settings › Components › Component Type using Export.
- Fix typos or add the missing type, then re-import.
Why is the type missing in the create form dropdown?
Disabled types are hidden from new records.
Steps to resolve:
- Enable the row or create a successor type and migrate users via communication.
Why can I only edit Description?
The edit pop-up is limited to the description label your users see; codes may be fixed depending on your build.
Steps to resolve:
- Update the description for clarity.
- If a code change is mandatory, add a new type, disable the old one, and update imports accordingly.