Bills of Materials (BOMs): Creating and Managing BOMs

Watch this video to see how to create a BOM, add materials and quantities, and manage BOM versions.

At the top of the tab, three summary cards show Qty produced, Qty expected from production, and Avg production cost / pcs for this item. Below them, Production items has three tabs: BOM, Routing, and Production history. Your BOM versions are on the BOM tab.

Sutton creates BOM Version 1. Because it’s the item’s only BOM, it’s tagged Default BOM. The new version is empty until you add materials.

As you enter quantities, the Edit BOM window shows each material’s Unit, Unit cost, and Static cost (unit cost × quantity), with the total cost at the bottom. You can also add Notes to any material line.
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Quantities are per one unit of the finished item. For example, if a chocolate bar needs 2.6 kg of chocolate base, a manufacturing order for 50 bars plans 130 kg.

After you save, the BOM version shows a table with every material. Scroll right to see all the columns.

Some materials are subassemblies: materials made from other materials, shown as Assembly in the Level column. Click the arrow next to a subassembly to see the materials it’s made from, and click it again to close it.

To open or close every subassembly at once, click the double arrow next to Items.

To sort the table, click a column header. Click it again to switch between ascending and descending order.

Use BOM versions to keep multiple recipes for the same item, for example, a seasonal formula or a material substitute.

The quickest way to add a version is to copy one you already have. Click the three-dot menu next to Edit BOM and select Duplicate.

The copy has the same materials and quantities as the original and is named Copy of followed by the original name.

Further copies are numbered, for example, Copy (2) of BOM Version 1. Click Edit BOM on the copy to change its materials or quantities.

To start from an empty version instead, click Create new BOM version and add materials as in Step 2.

Click the pencil icon next to the BOM name, type the new name, and save it.

Each BOM version name must be unique for that item, so rename copies to keep versions easy to tell apart.

Once an item has more than one version, one is tagged Default BOM and appears at the top of the list. To change it, click the three-dot menu on a version that isn’t the default and select Make default.

The Default BOM tag moves to that version, and it moves to the top of the list.

Click the three-dot menu, select Delete, then click Delete BOM to confirm.

You can’t delete a BOM version that’s linked to manufacturing orders or price breaks. Instead, a This BOM can’t be deleted window lists the linked manufacturing orders. Click Manage manufacturing orders to review them.

To use different materials or quantities for a single job without changing the item’s BOM versions, use Modify BOM on the manufacturing order. See Modifying the BOM for a Single Manufacturing Order.

The report lists every BOM in your organization, with one row for each material in each BOM. It shows the Item, its SKU, the BOM name, a checkmark in Default for default versions, the BOM item and its BOM item SKU, the Quantity, Unit and any Instructions. Use the search box to find an item, or click the download icon to export the report.

With your materials and quantities in place and a default version set, Sutton knows what each item needs to be made. Your team can now plan manufacturing orders with the right materials and see what each unit costs to produce.