To create a new Bill of Material, follow these steps:
1) Select Bills of Material from the Edit menu. The Bills of Material window appears:
Working with Bills of Material
2) Click the New button to call up a new, blank Edit Bill of Material window:
This window has two sections. The upper portion allows you to set up the item and the Bill of Material code, along with other cost information. The lower section allows you to add the component items and their quantities to the master item. We’ll start by looking at the upper section first.
3) The fields in the top of this window ask you to indicate the master item and set up other basic information for this Bill of Material. Use the following table to complete these fields:
Field Description
Item number Using the Finder or Item Find button, select the master item number for this Bill of Material here. This is the item that will be sold as the re-assembled and re-packaged item, with all the component parts included.
NOTE: If you enter an item code that has been made Inactive, you will be prompted to decide if you want to make the item Active again or not. If not, you must choose another item. To prevent selecting Inactive items, if you have been granted access to the Column Editor, you can choose to have the Items grid display Active records only.
BOM number Assign this Bill of Material a three-character or three-digit code to identify it.
Comment Enter a comment or remark for this Bill of Material.
For example, if you’re selling a set of golf accessories, you may want to briefly list those accessories or explain what the master item’s purpose is (such as to provide a discount when a group of items is
purchased together).
Cost to prorate You can enter any cost here which is associated with this master item, but should not be prorated across the component items. This cost field may include all extra costs for the assembly or packaging of this master item; or it may only include certain flat costs that are independent of the items themselves.
This cost is generally a flat cost, and may be associated with the fixed cost of having an employee put together a package of several component items together, for example. It is not usually a cost associated with the individual supplies that go in to the master item.
Working with Bills of Material
Field Description
Build quantity Enter the number of master items that are produced out of the component items you will list in the next step.
For example, if you wanted to mix a certain cleaning solution out of three other chemical solutions, and mixing together one bottle of each of the three
component solutions made a total of five bottles of the specially mixed master solution, then you would enter
“5” here.
If you’re simply packaging together a group of items, such as a men’s and a ladies bike for a “his and hers”
special price package, you would enter “1” here.
Select the Unit of Measure to be used also.
Additional cost If there are additional costs involved in selling each master item (due to re-packaging or assembly, for example), then you may want to enter that cost here so that it will be accumulated for each master item built.
If you would rather assign this Bill of Material a single cost which would be applied according to the build of the master item itself (according to the item’s category costing rules), you would leave this field at zero dollars and instead enter the cost in the Cost to proratefield above.
When you’re finished setting up to the general information for this Bill of Material, you are ready to add the component items.
All Bills of Material must have at least one component item.
Once you’ve selected a master item number and entered a BOM code for this Bill of Material, a New button in the bottom, right-hand side of this window will become active. Click this button to start adding your component items. For each
Note
Field Description
Item number Use the Finder to select a component item that will be used in building/assembling this Bill of Material.
NOTE: If you enter an item code that has been made Inactive, you will be prompted to decide if you want to make the item Active again or not. If not, you must choose another item. To prevent selecting Inactive items, if you have been granted access to the Column Editor, you can choose to have the Items grid display Active records only.
Quantity Enter the quantity of this item that will go in to the master item.
You can also select the unit for the item, if there is more than one option in the drop-down box to the left of the Quantity field.
Default location This field only appears if the Adagio BoM add-on is installed.
If items are stocked at multiple locations, you may select the Default location this component item should be taken from.
Click Add to add the component item to the list.
4) Your cursor will be immediately returned to the Item number field to add another component item. If you wish to add another item, complete the two fields again, and again click Add. Repeat this process until all of your component items have been added, and then click Cancel to exit out of the Component Detailsfields.
5) When you’re finished adding all of your component items, click OK to save this Bill of Materials. It will be saved and added to the list.