--- title: "Component-substitution workflows for electronics…" description: "Bring shortages, candidate components and affected assemblies into a controlled engineering-review handoff." canonical: https://www.stacksync.com/use-case/electronics-component-substitution-approval last_modified: 2026-09-21 --- Electrical and electronic components # Component-substitution workflows for electronics manufacturers > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md ![Electrical and electronic components systems connected through Stacksync two-way sync: Salesforce, Acumatica, NetSuite, PostgreSQL, Shopify](https://www.stacksync.com/images/industry-heroes/icp-electrical-electronic-components-800.webp) Bring shortages, candidate components and affected assemblies into a controlled engineering-review handoff. Stacksync fits electronics manufacturers where purchasing and planning repeatedly collect documents and clarify the scope of prior approvals. Keep technical applicability, supply terms and accepted allocation as separate decisions. A supplier can offer an alternative quickly, but the team needs to establish whether its approval applies to this assembly revision and customer. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. When this fits ## Built for this operating problem Operations, supply-chain and IT leaders at US electrical and electronic component manufacturers with 100–1,000 employees. ### Prepare an application-specific packet Connect the shortage and candidate to the demand that actually needs a decision. ### Preserve separate approvals Engineering decides applicability while purchasing and planning own the resulting supply action. ### Keep exceptions scoped One-time or customer-specific approval does not silently become a universal alternate-part rule. The process, end to end ## Follow the work across systems a supply-chain director faces a shortage with an alternative previously used on another product. Evaluate the candidate evidence, application-specific review and restricted approved scope before any purchase or production record changes. [NetSuite connector](https://www.stacksync.com/connectors/netsuite) [PostgreSQL connector](https://www.stacksync.com/connectors/postgresql) Scope your implementation ## Bring these details to the demo - A shortage example tied to affected assemblies or orders. - Approved component references and prior decisions with their scope. - Engineering, purchasing and planning review owners. Review [current platform pricing](https://www.stacksync.com/pricing) alongside the records, volume, and actions in your process. Use your own operating baseline to evaluate the economics. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. From foundation to action ## One connected operating process 01 ### [Two-way sync](https://www.stacksync.com/two-way-sync) Keep shared customer, order, and operational records aligned, with clear field ownership. Explore two-way sync 02 ### [Workflows](https://www.stacksync.com/workflow-automation) Move approved work between systems, assign exceptions, and confirm the result. Explore workflows 03 ### [AI agents (Genies)](https://www.stacksync.com/ai-agents) Investigate cross-system questions, assemble the evidence, and prepare the next action. Explore ai agents (genies) 04 ### [EDI](https://www.stacksync.com/edi) Connect trading-partner documents to operational records and exception handling. Explore edi Go deeper ## Implementation guides for your team - [Electronic component substitutions: route evidence to engineering before changing supply](https://www.stacksync.com/blog/electronics-component-substitution-engineering-workflow) Purchasing finds an alternative and an old engineering note; the workflow shows which assembly revision that approval covers and asks engineering about the rest. - [Electronic-component returns: reconcile distributor quantities, lots and credit decisions](https://www.stacksync.com/blog/electronics-distributor-returns-lot-credit-workflow) Customer service, receiving and finance each hold a different return quantity; reconcile packs, pieces and lot evidence before anyone prepares a credit. [Explore all electrical and electronic components integration and automation guides ↗](https://www.stacksync.com/industry/manufacturing/electrical-electronic-components) ## Common evaluation questions ### Can the workflow compare supplier documents? It can collect and organize them for review. The consequential technical decision remains with engineering. ### What does the review packet show when the only prior approval covers a different assembly revision? The packet opens with the shortage: affected assembly, revision, customer requirement and the quantity that needs supply. It then lists the candidate component with its supplier and manufacturer references and availability. The earlier approval appears as context, labeled with the revision it covered. Engineering is asked to confirm or refuse the candidate for the current scope. Until that answer is recorded, purchasing sees no accepted supply action and planning still sees the shortage. ### How should value be measured? Track time to a complete decision packet, clarification loops and actions reopened because approval scope was misunderstood. ### Which comes first for component substitution: two-way sync or the workflow? Put two-way sync in first. Between NetSuite and Postgres it keeps the shortage, affected demand lines, candidate component references and eligible stock aligned, and returns the accepted supply action through a scoped NetSuite write once purchasing and planning approve it. Workflows sit on top, routing the candidate to engineering for the applicability decision and to purchasing and planning for the supply action. Genies follow, collecting supplier documents and prior approvals with their scope into the packet. EDI applies only where the shortage traces to distributor orders received as documents.