Carbon

Items

The master record for everything you make, buy, or stock: parts, materials, tools, and more.

An item is the master record for a finished part, raw material, tool, consumable, fixture, or service. Orders, , , and inventory reference it. The part number is its readable ID; Carbon uses a separate internal key.

Item type, replenishment system, and tracking type determine whether the item is made or purchased, whether it contributes to stock, and whether units require or batch identifiers.

Fields

FieldType
The readable id; with a non-zero revision it reads as id.rev.
Part, Material, Tool, Consumable, Service, or Fixture.
How it's sourced overall: Buy, Make, or Buy and Make.
The default per-line fulfillment: Purchase to Order, Pull from Inventory, or Make to Order.
Inventory, Non-Inventory, Serial, or Batch.
The stock unit.
Whether it can be used on new documents.
NOTE

is the high-level strategy; is the line-level default it allows. A Buy item defaults to purchasing; a Make item can be built to order or pulled from stock. The two are related but distinct.

Tracking

The tracking type sets how units are counted. Inventory items are quantity-tracked stock; Non-Inventory items aren't counted; Serial items carry one record per unit; items are lot-tracked with their own batch numbers and dates.

Revisions

Each part revision is a separate item record with the same part number and a different revision. Creating a revision preserves the item used by existing jobs.

A new revision starts as a copy of the revision you created it from, so you don't set it up again. Along with the item's properties and its method, it carries over:

  • Batch Size, Scrap Percent, and
  • each location's with its parameters, such as the accumulation period and safety stock
  • the
  • the preferred supplier, and every supplier part with its price breaks

Costs, the sale price, and stock are not copied. They belong to the revision they were recorded against. Change anything on the new revision and the old one is left as it was.

NOTE

An item's , one of Standard, Average, FIFO, or LIFO, lives on its cost record, not the item itself, and decides how consumption is valued.

Methods & sourcing

How an item's bill of materials and routing are defined.

Jobs

A make-to-order item becomes a job that builds it.