Manually group items into folders and subfolders to create a Bill of Materials (BOM). This article walks through organizing your items into folders so you can easily view and export the materials list for each kit or work order.
In this article
Create a Folder for Available Inventory
- 1Click Add Folder to create a new folder, and name it Available Inventory. This folder will hold all the individual components in your inventory.
- 2Click Add Item to add components to the folder, entering details like name, quantity, and other specifications for each
Create Folders for Assembly Kits or Work Orders
- 1Create a new folder for each assembly kit or work order. For example, name a folder Starter Kit for an assembled kit, or Job 123 to track materials used on a job.
- 2As you assemble your kits, move the necessary components from Available Inventory into the appropriate kit/work order folder. This lets you track which components have been used and which are still available.
View and Export the Bill of Materials (BOM)
- 1Once all components are added to a kit/work order folder, select the folder to view the complete list of materials, this is your BOM for that kit/work order
- 2Click Export within the kit/work order folder to export the BOM as CSV or PDF
- 3You can also view the BOM in the Inventory Summary report, which gives an overview of all items in your inventory, including the components in each kit/work order