Bill of Materials (BOM) Setup Menu

• Bill Of Material Setup Add
• Resultant Item Setup
• BOM Multiple Import
• BOM Setup
• Print Tab
• Import
• Update Cost Price
• Create Stock Request

Bill Of Material Setup Add

Go to Inventory Module> Configuration> Bill of Materials Setup

Click Add

Enter a BOM code

Enter a Description

Select the BOM Resultant Item -  this is the Stock item created in the previous step

Check the Active box is ticked

Click the Save button

You will notice the Add button becomes active

Click Add to begin adding the components of the Bill of materials  (BOM)

Select the Component item

Enter the required quantity, this is the quantity of the component required in the manufacture of  one of the resultant item

Click Save and New to add the next component and quantity

Repeat this step until all components are added

Once you have added all the components, click Save and Close.

You will notice the components will be listed in the grid.

Click and Close

 

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Setting up the Build item

The build item is always a Custom item

Go to Inventory Module> Configuration>  Inventory Setup

Enter a Code and description

Select the Category as Custom

Click Save

You will be prompted to enter the cost and selling prices

Enter the Sell Price

Once again, the cost price will be the total of the BOM component's costs

Click Continue

 

Click the Properties Tab

Tick the Build Kit Box – this identifies this item as a build item

Select the BOM resultant Item

Select the BOM Recipe

Tick Update Qty Box – This allows you to edit the quantity of the builds when adding on sales documents or jobs.

 

Use Kit Parent Group

This will dictate the posting to the respective sales and cost of sales GL accounts using the group code selected on the parent which is the Stock item created above.

Each component of the recipe may have its own group code setup. If this box is not ticked, the postings will be based on the various groups on the individual components of the build (recipe).

Click Save and close

This concludes the Build Kit Setup

The Build can now be used on Sales documents and Jobs

 

Old Video Training Manual 2019 - Click Here

Resultant Item Setup

A resultant item is an item that is manufactured by the company. It is made up of various components that are linked to a Bill of Material. When the Bill of Material 9BOM) is manufactured the resultant or manufactured item is then added into the stock.

The system thus needs to be able to differentiate a BOM or resultant item from a standard item.

To mark an item as a resultant item, create a stock. refer to Inventory Item setup section.

Click the Bill of Material tab

Tock the activate BOM Box

 

One can opt to show the underlying components of this resultant item on various documents.

Ticking any of the boxes will result in the components being displayed on the respect document.

Tick the BOM Item Box

Click Save and Close

BOM Multiple Import

Still coming or will be in new release

Bill of Materials (BOM) multiple import

This will allow for multiple BOM imports from one Excel sheet.

Go to Inventory > Configuration > BOM setup

Click on Print/ Export drop down and select Import BOMs

 

Select your file for import, upload and import

 

Exception report

There will be an except report afterwards which will show what Bill of Materials have not imported due to the following:

1	Bill of materials code is not unique, duplicate found
2	Inventory line item does not exist, or is Not active
3	Bill of materials result item does not exist
4	Bill of materials result item is not marked as a BOM

Excel file layout

Prepare the Excel file for import

The file is prepared in a CSV file and separated by Semi colon.

BH	BOM Header which stands for the BOM information
BL	BOM Lines which make up the BOM or build inventory lines
Code	This is unique and is the code of the BOM (Required)
Description	Description of the BOM (Required)
Result item	is the code of the BOM inventory item which is flagged as a bill of materials item (Required)
BL
Code	Inventory item code (Required)
Description	Description of inventory item
Qty	Quantity of BOM line which will make up one item (Required)
Warehouse	Stock item warehouse code (Required for stock items)
Cost	Cost price of line

Stock items will get cost from system

Service and custom items will update cost that is set here

Note - if value is left blank for service and custom, this will bring in a cost of zero

Template

Import template can be found under System Configuration > Administration > Imports

  

 

 

 

BOM Setup

Inventory> Configuration> Bill of Materials Setup

This is where you will setup the Bill of Materials Recipe based on your manufacturing items.

In order to create a BOM item you need raw material stock type items, custom type items and or as well as Service type items.

One would have created a BOM item and put all of its information in.

Remember when creating a Bill of Materials item always remember these rules.

Unit of Measure IN = Unit of Measure OUT

Don’t mix up your units of measures, if you are working in Kg work all the way in KGs.

Always work your recipe to the unit of ONE.

Here is a simple example of a Bill of Materials.

BOM item (Result Item or Finished Goods) will be a Pencil

Box

(In this example we are only going to use simple items so one can get the idea of a BOM recipe)

In the BOM setup screen we first have to setup the BOM recipe.

 

Click on the insert button to insert a new BOM recipe. Fill in the information for your Bill of Materials and then click on Save.

 

After clicking on the save button go to insert to put in the raw material lines.

After entering all the stock items for the recipe this is what the BOM will look like.

 

We now have one recipe for a BOM

 

Under the Extras tab, there are 2 functions

Clone	this is where one wants to create a new BOM using the current recipe, after you have created the item you can make changes to the raw materials.
Verify	this is where you want to check what stock you would need if you wanted to manufacture stock.

 

To Clone, highlight the BOM you want to clone and click on the Clone button. Once the Code and Description has been entered click on OK.

 

There will be two Bills created.

 

To verify if we can manufacture a BOM item, lets highlight the BOM and click on Verify button.

Enter the quantity of Cakes one wants to manufacture and then click OK

 

Should there not be enough stock to manufacture this will be indicated by a red block or Invalid message.

 

If all is correct then all lines will be green

You can print out the BOM Verification report by clicking on the print button.

 

To print out the BOM recipe and have a look at the costs of the Bill of Material. Search for the BOM, highlight it and click on the print tab and then print button at the bottom of the BOM setup screen.

Print Tab

Print

Import

 

Import Bill of Materials Help

Imports items into the Bill of Materials recipe from a CSV File that has been prepared with the fields as indicated below.

Select File	Allows the user to browse the computer to find the CSV file to be imported.
Upload	Uploads the file to the server
Import	Import the data from the CSV File

 

Update Cost Price

This function updates custom or service items found in the selected BOM

Create Stock Request

The three options in the dropdown,

1	Request for Purchase Order
2	Request for Quote
3	Request Create Job Picking Slip

Are simply a suggestion from the Stock Request originator to the recipient of what action must be taken when processing the Stock Request.

 

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Retain Recipe