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BOM Template Library

Updated over a year ago

Some ideas of use cases for BOM templates would be, if you have a specific line that's 100% organic cotton and uses all of the same tags or packaging, instead of adding those one by one to each BOM for a product, you can create a BOM template for "100% organic".

Another option is if you have several products that are constructed similarly, you can create a BOM template and import it into those products, then change the small differences between each either by editing the variants or adding/removing components needed.


Creating a new BOM Template

From the Bill of Materials Template Library, there are a few options for how to create a BOM template, you can either create it from scratch, copy an existing template or import a template from an existing product.

Create a new BOM Template from scratch

  1. Click on the "BOM Template Library" from the global navigation.

  2. Click on the "+" icon.

  3. Enter the title for the template (required).

  4. Attach an image from your computer (optional).

  5. Click "Create".

Import a BOM Template from an existing product

  1. Click on the "BOM Template Library" from the global navigation.

  2. Click on the "+" blue icon in the bottom right-hand corner of your screen.

  3. In the "Import" box, you can search existing products in your Product Library.

  4. Select the product you'd like to import

  5. Edit the template name in the "Title" section so it's more generic than the product name.

  6. You can delete the product thumbnail, by clicking the "x", if it's not going to be relevant for all products used for this BOM template.

  7. Click "Create."

  8. Click on the new BOM template to view and all the components used in the original BOM should appear.

Copy an existing BOM Template

To copy multiple at once:

  1. In the BOM Template Library, click the checkbox that appears in the upper left corner of the template you wish to copy.

  2. In the top right corner, click the "" icon.

  3. Your copy will automatically be created and the name will appear with "(COPY)" at the end.

To copy a single BoM Template:

  1. In the library, hover over a template and click on the 3 dot icon to access the context menu

  2. Select "copy" from the dropdown list

  3. Your copy will automatically be created and the name will appear with "(COPY)" at the end.


Managing BOM Template

Add Components and Dividers

  1. Click on the BOM template you would like to edit.

  2. Click on the "+" icon in the bottom right-hand corner of your screen.

  3. Search existing components or click "Create New" components.

  4. The component you have added will appear at the bottom of the list of components on the BOM.

  5. Add dividers to separate your components into different sections based on component type (Ex: fabrics, trims, labels).

Delete Components

  1. Select the Trash Can icon next to the component you wish to delete.

  2. In the top right corner of your screen, click the Trash Can icon.

Changing the order of Components

You can change the order of the components at any time.

  1. Grab the component and drop to the desired location.


Using BOM Templates

When building out the Bill of Materials for your product, you are able to import a BOM Template which should save you a lot of time in your development process and keep BOM's consistent, when needed.

  1. Once you have created a BOM Template, head into your Bill of Materials for the product you're working on.

  2. In the top right corner, click the three dots and select "Import BOM Template" and then search for the desired template.

  3. Once you have selected the template you want to use you have two options:

    • MERGE - add components to existing BOM

    • REPLACE - will delete the original components on the BOM and replace them with the new components on this BOM template.

      *note: replacing will overwrite it permanently

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