In Sortly, you can manually group items into folders and subfolders to effectively manage your inventory and create a Bill of Materials (BOM). This article will guide you through the steps to create a BOM by organizing your items into folders, allowing you to easily view and export the materials list for each kit or work order.

Create a Folder for Available Inventory

1. Click on the Add Folder button to create a new folder. Name this folder Available Inventory. This folder will contain all the individual components in your inventory.
2. Add Items to the Available Inventory Folder: You can add new items to this folder by clicking on the Add Item button. Enter the relevant details for each component, such as name, quantity, and other specifications.

Create Folders for Assembly Kits or Work Orders

1. Create a new folder for each assembly kit or work order. For example, if you assemble a “Starter Kit,” create a folder named “Starter Kit.” If you track materials used on a "Job", name the folder "Job 123."
2. Move Items into the Kit/Work Order Folder: As you assemble your kits, move the necessary components from the “Available Inventory” folder into the appropriate kit/work order folder. This allows you to track which components have been used in the assembly/work order and which are still available.

View and Export the Bill of Materials (BOM)

1. View the BOM: Once all components have been added to a kit/work order folder, you can view the complete list of materials by selecting the folder. This list represents your BOM for that specific kit/work order.
2. Export the BOM: To export the BOM, click the “Export” button within the kit/work order folder. Depending on your needs, you can choose to export the information in various formats, such as CSV or PDF.
3. Inventory Summary Report: You can also view the BOM in the Inventory Summary report within the app. This report provides an overview of all items in your inventory, including the components in each kit/work order.