Bills of materials

A bill of materials (BOM) is the recipe for an assembly item: which materials, and how much of each, make a given quantity of the finished product.

Open Inventory›Bill of Materials. The item to produce must be an Inventory Assembly item (see Item types).

BOM types

  • Production: the materials consumed when you build the item, for example flour, sugar and butter for a cake.
  • Packaging: the packing materials used when produced stock is packed, for example boxes and labels. Used by items that require packing (see Packing).

Create a BOM

  1. Click New. Enter a Code and Name, and choose the BOM Type.
  2. Choose the Item to Produce, the Output Qty per unit and the Output Unit: how much one run of this recipe makes, for example 1 tray of 24 pieces.
  3. Add the Material Lines: each component, its unit and quantity per run. Use Add Raw Material (Inline) or Quick Add for materials, and Add Sub-BOM for a component that is itself made from a BOM (for example a dough used in several products).
  4. Tick Round Down on a line whose material can only be used in whole units, such as boxes.
  5. Use Copy from... to start from an existing BOM. Make sure Active is on, and save.

The BOM's cost

Select a BOM to see its material lines, the Cost per run (sub-BOMs are costed as finished items taken from stock), the Total BOM Cost, and the full raw material requirement with all sub-BOMs expanded, for information.

Many BOMs at once

  • Download Sample, fill it in, and Import from Excel. Export All to Excel downloads every BOM.
  • On one BOM, Export and Re-Import Lines let you edit its lines in Excel.
  • Copy to Items copies a BOM to other items that don't have one of that type yet, for example the same packaging for every flavour.
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