This section will show you how to set up inventory units and purchase units, so that you can use features such as inventory management or 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 to each other. For each sales unit sold, 1 unit of inventory will be depleted. Similarly, for each purchase unit received on a purchase order, 1 unit of inventory will be added.
Although these units are linked, they may be individually customized. If you wish, you can give your sales units, inventory units, and purchase units their own names, SKUs, units of measurement, etc.
-
Sales Unit - The sales unit is where most information about your product will be saved. It appears on the orderpad, on your invoice, or on your website. It is the part of your product that is created on the Sales Class.
-
Inventory Unit (or Assembly Unit) - The inventory unit is linked to the sales unit. This is the part of your product created on the Inventory Class, and the information you enter here will appear on most reports related to inventory. For more complicated BOM setups, you may have an assembly unit instead. (An assembly unit is made up of different components which may be managed separately.)
-
Purchase Unit - The purchase unit is linked to the inventory unit. This part of your product is created under purchase categories rather than a separate class. Any information you enter on the purchase unit will appear on pages related to Purchase Orders.
IMPORTANT: It you would like to set up a complex Bill of Material (using assembly units or linking multiple inventory units to the same sales unit), we strongly recommend that you purchase a 1 hour training session. Email support@orderbot.com to book a session.
Setting Up Bill of Material
To add Bill of Material to a product, go to Products > Product Management > Manage Products. (If you are creating your product for the first time, skip to step 5. This guide assumes you are familiar with the basics of creating a product.)
- Search for the product you would like to use. (You can search by product category, by name, or by SKU.)
- Click the Edit icon to get to the product profile.
- Scroll down until you find the Inventory and Purchasing section. Click the + sign to expand.
- Use the Copy arrow icons to copy your sales unit settings to the inventory unit and then to the purchase unit. For a 1:1 BOM, all of these settings should be the same.
- Check that your inventory unit is being created under the correct category and group. (If you don't see the options you need on the dropdown menu, you must add them on the product structure page.)
NOTE: If the category and group are not correct, it will be difficult to find these products on certain inventory reports, such as the Stock Status Component report. - Check that your purchase unit is being created under the correct vendor and purchase category.
- When you're done setting up your product, scroll back up to the top of the product profile and click Submit to save your changes. You will see a success message saying "New Product Saved".
- View your new inventory unit on the Bill of Material tab of your product profile. Click the link on the inventory unit's name if you would like to see your inventory unit profile.
- View your new purchase unit on the Purchasing tab of your product profile. Click the Edit Icon to make any changes.
How to Check if a Product has a BOM
To see at a glance which of your products has a Bill of Material (BOM) and which don't, just go to Products > Product Management > Manage Products. Filter your search by product category, by name, or by SKU.
Products that already have a BOM will have a gold icon.
Comments
0 comments
Please sign in to leave a comment.