Overview

This guide explains how to set up inventory units and purchase units to utilize features such as inventory management and purchase ordering.

1:1 BOM Basics

Setting up a 1:1 Bill of Material (BOM) means that your sales unit, inventory unit, and purchase unit all have a 1:1 relationship. For each sales unit sold, one unit of inventory is depleted. Likewise, for each purchase unit received on a purchase order, one unit of inventory is added.

Although linked, these units can be individually customized. You may assign unique names, SKUs, and units of measurement to your sales, inventory, and purchase units.

• Sales Unit – Stores primary product details. It appears on the orderpad, invoices, and your website. Created on the Sales Class.
• Inventory Unit (or Assembly Unit) – Linked to the sales unit and created on the Inventory Class. Data here appears in inventory reports. Complex BOMs may use assembly units made up of different, separately managed components.
• Purchase Unit – Linked to the inventory unit and created under purchase categories. Details appear in Purchase Order-related views.

IMPORTANT: If you intend to set up a complex BOM using assembly units or linking multiple inventory units to a single sales unit, it is recommended to schedule a 1-hour training session. Open a new support request on the Knowledge Hub to arrange this.

Instructions

Setting Up Bill of Material

To add a BOM to a product, navigate to Products > Product Management > Manage Products. (If you are creating the product for the first time, skip to step 5. This guide assumes basic familiarity with product creation.)

1. Search for your product by category, name, or SKU.
2. Click the Edit icon to access the product profile.
3. Scroll to the Inventory and Purchasing section and click the + sign to expand.
4. Use the Copy arrow icons to replicate sales unit settings to the inventory unit and then to the purchase unit. For a 1:1 BOM, all settings should match.
5. Ensure the inventory unit is assigned to the correct category and group. (If necessary, options are missing from the dropdown, add them on the Product Structure page.)
   Note: Incorrect category/group assignments can hinder reporting, such as in the Stock Status Component report.
6. Ensure the purchase unit is assigned to the correct vendor and purchase category.
7. When finished, scroll to the top of the profile and click Submit to save. A message will confirm with “New Product Saved.”
8. To review your new inventory unit, visit the Bill of Material tab in the product profile. Click the inventory unit name to open its profile.
9. To review your new purchase unit, visit the Purchasing tab in the product profile. Use the Edit icon for modifications.

How to Check if a Product Has a BOM

To quickly check which products have a BOM, go to Products > Product Management > Manage Products. Filter by category, name, or SKU. Products with an existing BOM will display a gold icon.