Part history & traceability
Keep every part you’ve quoted, and every document behind it.

Part history and traceability, built into your MRP. Each time a part is quoted, Statii adds a version with the customer, price and cost linked to its order, works order, invoice and any NCR.

Track every part from its first quote to its last invoice

A part gets its number, its UPR, the first time it goes on a quote. Each time it's quoted again it becomes the next version, and every version keeps what happened to it.

Number

Find any part you've quoted

Search by its UPR, description, drawing number or customer, or by the quote, order or works order it was on.

version

See every time you've made it

Each repeat becomes the next version — /1, /2, /3 — with its own customer, quantity, cost and price.

costing

Open the costing behind it

Every version keeps the costing it was quoted on, with planned and actual cost beside what it sold for.

documents

Follow it to the invoice

Its quote, sales order, works order, delivery note and invoice, and any NCR raised against it, each a click away.

See what it sold for, what it cost and where it went.

See what you charged last time

Every version keeps its customer, quantity, unit sell and any discount — quotes that were never converted included — so a repeat enquiry starts from the last price, not a guess.

See which batches made money

Planned and actual cost sit beside line sell on every version, so the batch that ran over — here, the one with an NCR — stands out before you price the next.

Open every document it went through

Each version links to the quote, sales order, works order, delivery note and invoice it went through. Click any one to open it.

Find the part, then follow it version by version.

Find any part you've ever quoted.

Part History opens from the dashboard as a list of every part version in Statii. Filter it by description, number, drawing number, customer or any document, and every version of that part lines up in order.

  • Live, Inactive and Has NCRs count versions, not part numbers — click one to filter
  • A version with an NCR on record shows in purple; an inactive one in grey
  • Choose the columns, download the list, or save it as a report

See each time it was quoted, and where it went.

Each time someone searches the part's UPR on a new quote line, Statii adds the next version. The version keeps its number from the quote through the sales order, the works order and the invoice.

  • Quote a stock item and it gets a part version too
  • Quotes that weren't converted stay on the list, with the price you offered
  • Invoiced and Quantity Invoiced show how much of each version has been billed
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Open the costing behind any version.

Each version keeps the costing it was quoted on: unit cost, mark-up, margin and sell. Costing opens it on the same screen as a quote, with its external, internal, inventory and budget costs.

  • To price the repeat, search the UPR on a new quote line: the costing comes with it, and Statii adds the next version
  • Attach drawings and files to the part itself, and keep notes on it
  • As ITY turns a part into an inventory item; Copy starts a separate part with its own number

Follow a version to its invoice, and to any NCR.

A version's record lists its quote, sales order, works order, delivery notes, invoices and NCRs, each opened from its panel. An NCR raised on the job names the part version, and its rework works order is on the NCR.

  • Has NCRs counts versions with an NCR on record, closed ones included
  • Estimated cost is per unit; planned and actual cost are the sales order's, per line — actual to date on a live job
  • The NCR itself — cause, actions and cost — belongs to quality

Reuse a part, and Statii adds the next version.

Search a part's UPR on a new quote line and its costing comes with it. Statii numbers the line as the next version, and the order, works order and invoice raised from it carry the same number.

Quote line · version · order · works order · invoice

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Reuse it on a quote. Stock it in inventory.

Inventory

Part history sits inside the inventory module. Stock items, their buy and make lines, batches and stock history belong there.

Quoting

Where a part is reused: search its UPR on a new quote line and the costing comes with it. Costing the job and sending the quote belong to quoting.

Answers to common part history questions

Does Statii keep a history of every part?

Yes, for every part you quote. Each part gets a UPR on its first quote line, and each time it's quoted again it becomes the next version, with its customer, quantity, cost and price, and the quote, order, works order, delivery note and invoice it went through. Stock items put on a quote get a version too.

Can I see what I charged a customer for a part last time?

Yes. Filter Part History by the part's number or description and every version lines up with its date, customer, quantity, unit sell and any discount — including quotes that weren't converted.

Does Statii give full traceability for parts?

Yes, to every document a part went through: each version links to its quote, sales order, works order, delivery notes, invoices and any NCR. Stock bought in batches is traced from the batch to the job and customer it went into, on the inventory side. There's no serial-number genealogy; a serial number can only be kept as a custom field.

Does part history trace the parts inside an assembly?

No — it traces the assembly you quoted. The parts made inside it are used within that part's UPR and costing, and made on sub-works orders under its works order, rather than getting versions of their own.

What's the difference between a version, a revision and a Rev No.?

A version is one use of a part on a quote line — /1, /2, /3. A revision is a change saved to the same quote, sales order or works order, with earlier revisions kept as PDFs. Rev No. is a field on the part for the drawing's revision letter.

Can I report on part history?

Yes. Filter the Parts list, choose its columns and download it, or save it as a report. Saved part reports sit in the Parts History set on the Reports screen.

Set up for how your workshop actually runs

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Every part you've quoted, every time you've quoted it

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