Bill of Materials

A bill of materials also referred to as (BOM) is a comprehensive list of the raw materials or parts contributing to build a finished product. Each line of the BOM specifies the component name along with the number of units used in the production process.

BOMs are often used in manufacturing or inventory management to ensure that all required components are on hand and that products can be assembled efficiently.

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Creating BOMs

1. Go to Inventory > Products.
2. Click Create Product.
3. Enter your product details (i.e. name, description…).
4. Press Save to save your changes.
5. Scroll to the bottom-right of the page and click Convert to Bundle.
6. In the bundle dialog, check the This is a manufactured product checkbox.
7. To enter the different BOM parts, click Add line.
8. Click Save & close.

The following fields are visible in the BOM window:

Editing BOMs

To edit an existing bill of material:

1. Go to Inventory > Products.
2. Click the product that you want to edit.
3. Under Inventory, click Edit Bundle.
4. Modify your components’ details.
5. Click Save & close.

You can only edit bill of material products that are not in use in open sale, purchase or production orders.

Converting a variant to BOM

There are times when you’d wish to change a variant or bundle that currently exists into a bill of materials.

To convert an existing simple product to a BOM:

1. Under Inventory > Products, search for the product you want to edit.
2. Click on the product name to open its details.
3. Scroll to the bottom of the page and click Convert to Bundle.
4. Modify the bill of material details.
5. Press Save & close.

To convert an existing variable product to a BOM:

1. Under Inventory > Products, search for the product you want to edit.
2. Click on the product name to open its details.
3. Scroll to the variants table and select the variant that you want to convert.
4. Click on the Actions variant menu (at the right-hand side of the variants table).
5. Click Convert to bundle / Bill of Material.
6. Click on the variant name to open the BOM details.
7. Modify the bill of material details.
8. Press Save & close.

In order to ensure that parts are available when needed and that the assembly process is as efficient as possible, it is essential to create an accurate bill of materials (BOM).