Documentation for using the SavantPLM application
Select a topic below to learn more about using SavantPLM.
A quick introduction to how SavantPLM works — Part View, Search, BOM, Where Used, Inventory Locations, Vendors, and the change order process.
A detailed reference for every field in the Part View — general info, sourcing, classification, links, electrical properties, cost, inventory, and BOM.
Search and filter your entire parts library by part number, name, class, type, source, and more. Includes quick-search shortcuts and Excel export.
Find which assemblies contain a part (Standard mode) or which parts reference a raw material (Raw Material mode).
Build and manage Bills of Materials — add components, edit quantities, drill into sub-assemblies, and understand BOM change control.
Define the manufacturing operations for a part — work centers, labor classes, run and setup hours, cost calculations, and lot-adjusted costing.
Link a manufactured part to the raw stock it is made from — assign a raw material PN and quantity, understand UOM conversion, and see how material cost flows into part cost.
Manage inventory locations, balance records, health monitoring, and transaction history. Covers all four inventory features: Locations, Balance, Health, and History.
Bulk-import part records using the Excel import tool — download the template, fill in your parts, preview before committing, and review the results.
Manage your vendor directory — add, edit, and delete suppliers, search by name, and assign vendors to parts in the Part View.
Buy from vendors and ship to customers — draft, issue, receive or ship, close out, and the rules for editing and cancelling orders.
Track prototype requests from creation through completion — fields, status, marking complete, and the detail view.
Organize parts, ECRs, ECOs, and prototypes by product configuration — create models, link top-level part numbers, and view all associated engineering records in one place.
Engineering Change Requests (ECRs), Engineering Change Orders (ECOs), and Engineering Change Notices (ECNs) — the full change control workflow.
Non-Conformance Reports (NCRs), Corrective Action Reports (CARs), and Equipment & Calibration management.
User settings, admin settings (work centers, labor classes, viewer agent, events log), and App Info.
If you have questions or need assistance, please visit our Contact page to get in touch with our support team.
For help with account setup and getting started with the website, see our Getting Started Guide.