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Create Parts Using Smart Parts

Learn How to Quickly Create Parts with Limble’s Purchase Order Extraction Feature

Overview

Smart parts lets you digitize your part inventory in seconds. You can upload a purchase order, invoice, or parts list, and then Limble's AI will automatically extract key part data from your uploaded documents, including the part name, part number, price, quantity, location, and category.

This article will walk you through how to access smart parts on the Limble desktop and begin creating parts in Limble.

Table of Contents

Create Parts with Smart Parts

Upload a Photo

  1. From the Manage Parts page, click Add a Part > Add via Smart Parts.

  2. In the smart parts window, upload a PDF or photo of a purchase order, invoice, or parts list.

    (Note: if using a photo, ensure that the photo is in focus, well lit without glares, head on without extreme angles, the text is readable, and the document fills most of the frame.

    (Note: you can optionally upload multiple purchase order photos at once. If you upload multiple photos at once, you'll go through the next steps for each purchase order, one at a time.)

  3. Once the photo uploads, click Process 1 Document.

Review Part Data

  1. Smart parts will extract each part from the purchase order one at a time, including the part name, part number, price, quantity, location, and category.

    Review the data for each part. Make any edits or add additional info, if needed.

  2. After reviewing the part details, click Add Part.

    (You can optionally click Skip on a part that you don't want to add, then continue to add the other parts from the purchase order.)

Start Using Your New Part

  1. After a successful import, you'll get confirmation of your added parts in the smart parts side window.

  2. Close smart parts to view your new parts on your Manage Parts page.

  3. Repeat this process to create more parts!

How to Turn Off Smart Parts

By default, smart parts is enabled in your account. But you have the ability to turn off this AI feature in your settings at any time.

  1. Go to your Settings page > Configuration tab, and scroll down to AI Settings.

  2. Under Smart Parts, select Disabled.

  3. Select Enabled to turn it back on.

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Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.

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