The Bill of Materials tab is where you list all the raw materials you need to make your Product. Building your BOMs is made efficient by dynamic linking to your Component Library and your BOM Template Library.
Navigating the Bill of Materials
The BOM table displays your Component Names and Codes in the first two columns, alongside a Component thumbnail Image if available
These values aren’t editable, changes to either must be made on the Component Record itself
Click the thumbnail to open the Component Record
The Qty column is where you indicate the total consumption of each Component on your BOM
The UOM for your consumption Qty is defined within the Component Record
The next columns which appear are any Component-level Custom Fields which you’ve configured to Appear on BOM in your Admin Panel
After this come your BOM-level Custom Fields
The rightmost columns of your BOM map to each Product Colorway, and are home to your Component Variant selections
At top left, you’re able to Hide columns from view in the BOM as needed - note hidden columns will also be hidden on any Tech Packs you export
Click the 3-Dot Overflow Icon to open a menu with additional options:
Import a BOM Template
Export your BOM to the BOM Template Library
Export your BOM to CSV (this option is also available via its own Icon, above the 3-Dot Overflow Icon)
Adding Components to your Bill of Materials
Existing Components
Most commonly, you should be building your BOMs with Components you’ve already set up in your Component Library.
Start by clicking the Add New button at the bottom right corner of the page
Query for your Component by Name or Code in the pop-up modal’s search bar
Click the correct match and specify its row position (if you don’t specify a row position, Components go to the very bottom of the BOM by default)
Query other Components as needed and click the Add button to save all
New Components
Occasionally, you may need to create a new Component for use on your BOM.
Start by clicking the Add New button at the bottom right corner of the page
Click the Create New button at the top of the pop-up modal
Define the Component Name and Component Type
Optionally define the Component Price and upload a Component Image
Specify your desired row position as needed
Click Add to save the new Component both to your BOM and to your Component Library
Navigate to the Component Record to add additional details like Code, Custom Fields values, Variants, etc. (See more on Component Records here)
Factory Supplied Components
If your BOM needs a Component that you don’t want to keep as a record within your Component Library, choose a Factory Supplied Component.
Start by clicking the Add New button at the bottom right corner of the page
Click the Create New button at the top of the pop-up modal
At the Creating New dropdown menu, select Factory Supplied Component
Define the Factory Supplied Component Name
Optionally define the Factory Supplied Component Price
Click Add to save the new Component to your BOM - it does not save to your Component Library
Adding Components from a BOM Template
You can add multiple Components (alongside other BOM-level content like Divider Rows or Custom Field values, if applicable) at once when you have them collected in a BOM Template (see more on BOM Templates here).
Click the 3-dot Overflow Icon at top right to access the Overflow Menu
Select the Import BOM Template option
Query your BOM Templates by Name
Click the correct match, and add the Template by clicking Merge or Replace
Merge will append the contents of the Template to any content already in your BOM
Replace will wipe out any content you previously added to the BOM, leaving only the content from the Template
Selecting Component Variants for your Bill of Materials
Components can have any number of Variants - the most common ones are Color and Size. The correct Component Variant generally varies by Product Colorway, and you specify all these details in the BOM.
Ensure you’ve assigned at least one Colorway to your Product
Colorways are managed in the Product Summary
For each Colorway, your BOM has a dedicated column of cells where you indicate the appropriate Component Variant
Click any Variant Cell to open the Variant Selection Drawer
The Variant Selection Drawer has filters at the top, and lists every Variant option below the filters
Use the filters to zero in on the correct option on longer Variant lists
For Components without assigned Variants, just the default option is available in the Variant Selection Drawer
Click the correct Variant option, which updates your Variant Cell and closes the Selection Drawer
Hover over a completed Variant Cell to access additional options in the 3-dot Overflow Menu
Select the Details option to view more data about your selected Variant
Select the Clear option to return the Variant Cell to its unused state
Select the Copy option to set the same Variant across all the Product Colorways
Completing your Bill of Materials
Click the 6-dot handle and drag-and-drop your Components to your desired order
Indicate the consumption for each Component in the Qty column
Fill in any BOM-level Custom Fields you’ve configured
Organize your BOM with Divider Rows
Click Add Divider at top right
Dividers land at the bottom of the BOM, click the 6 dot handle and drag-and-drop to your desired position
Click the Divider row to type in a title (ex. Fabric, Trims, Labels)
Select one or more Components with the checkboxes at the left-hand side to access the Bulk Actions Toolbar, which has these options:
Delete Component(s)
Hide/Unhide Component(s) - note that hidden Components do not appear on Tech Packs
Copy Component(s) - this does not duplicate the Component Record, it simply adds the Component to the BOM again, on another row