Bill of Materials (BOM) Setup Menu 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   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 BH Code Description Result item       BL Code Description QTY Warehouse Cost Stock Type BL Code Description QTY Warehouse Cost Stock Type BL Code Description QTY Warehouse Cost Stock Type               BH Code Description Result item       BL Code Description QTY Warehouse Cost Stock Type BL Code Description QTY Warehouse Cost Stock Type BL Code Description QTY Warehouse Cost Stock Type               BH PC/BOM/WSi3/01 PC BOM Workstation i3 XX/PC/BOM/WSi3       BL CAS/SIL/PS08 Silverstone case 1 MAST 50.00 Stock BL POW/DES Power supply 1 MAST 85.00 Stock BL MBD/H310M Motherboard 1 MAST 140.00 Custom BL MEM/DES/DDR4/4Gig Power supply 4 MAST 45.00 Stock BL LAB/LABSD Labour 2   90.00 Service 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 FIELD NAME REQUIRED VALUE SubBOM No   StockCode Yes   Description No   Quantity Yes   WarehouseCode No, only if Stock item   Cost No, only if Service Item   Total No   StockType No Service, custom or stock   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.   Retain Recipe