Use the View Bill of Materials (BOM) page to review, access, and print the BOMs and BOM Trees that exist in your account.
To see the BOMs that have been created in your account, in an overview listed format, go to the main menu and select Production > Bill of Materials > View Bill of Materials.
BOM role permissions
To manage BOMs, users will need the following role permissions granted in their respective roles:
View Bill of Materials
Bill of Materials Details
Tutorial Videos
Working with Bills of Materials
Manage your view
By default, when you open the View Bill of Materials page, all non-obsolete BOMs will be listed by their Bill Number, in descending order.
At the top of the View Bill of Materials page you will see three functional buttons:
Import: Opens the Production Import/Export page in the Bill of Materials tab, allowing you to upload BOMs via a CSV template.
Export: Downloads the current View Bill of Materials page in either a PDF, CSV, or XLSX format.
Add Bill: Open the Add Bill of Materials page to create a new BOM.
Filter your BOMs
Use the filters available at the top of the View Bill of Materials page to refine your view and locate BOMs quickly.
View Assemblies filter field | Description |
Bill Number | Filter for BOMs that include the text entered. |
Product | Filter for BOMs by their assembled product's code or description. |
Obsolete | Use the drop-down menu to filter for BOMs that are either obsolete or not. The drop-down menu options available are:
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Display Associated top-level BOM(s) | If you have multi-level BOM and you want to see all the associated parent BOMs for a particular BOM or product, tick the checkbox. |
Customise the View Bill of Materials layout
The detail that is displayed per BOM in the View Bill of Materials page is determined by column headers that are included in the page's layout.
View Bill of Materials column headers
View Assemblies' default column header | Description |
Bill Number | Displays the BOM's unique reference number. |
Product Code | Displays the assembled product's code. |
Product Description | Displays the assembled product's description. |
Sub BOM Count | Displays the number of Sub-BOMs that are attached to the BOM. |
Can Auto Assemble | Indicates with a tick if the BOM's "Can Auto Assemble" setting is enabled, if not, an x is displayed. |
Can Auto Disassemble | Indicates with a tick if the BOM's "Can Auto Disassemble" setting is enabled, if not, an x is displayed. |
Obsolete | Indicates with a tick if the BOM is obsolete, if not, an x is displayed. |
Action | Hover over the action cog icon to select one of the following options:
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View Bill of Materials' Hidden Columns
There are additional columns you can display on the View Bill of Materials page, which can be found in the Show Toolbar tab's Hidden Column. Drag and drop the column header from the Hidden Columns pop-up window into your grid's layout to include the column's detail in your view. The default Hidden Columns available to the View Bill of Materials page are described in the table below.
View Assemblies' default column header | Description |
Comments | Displays any comments saved in the BOM. |
Duration Type | Indicates whether the duration of an Assembly created from the BOM is per Unit or Assembly. |
Expected Duration | Displays the time it is expected to take to complete an Assembly of the BOM, based on the Duration Type chosen. |
Product Group | Displays the Product Group the assembled product is assigned. |
Production Hours Per Day | Displays how many hours are available for production per day for the BOM. |
📌Note: Only the headers already displayed in the layout or the Hidden Columns list can be displayed in the View Bill of Materials page.
Manage custom layouts
Customize how the BOM details are displayed by adjusting the column widths, dragging and dropping columns into their preferred position, and clicking on the header to sort the BOMs into ascending or descending order. You can also drag and drop column headers into the grey space above the other column headers to group BOMs by that column's detail, in an expandable format.
After customizing your column layout, save it for future use:
Click on the Show Toolbar tab.
Select New.
Enter a unique name for the new layout.
Click Add.
The layout will now be saved to your user profile, only available to select from the Show Toolbar's Grid Layout drop-down menu.
Edits can be made to your custom grid layout at any time; just click Save in the Show Toolbar options after you've made the necessary adjustments. Similarly, custom grid layouts can be removed by clicking Delete in the Show Toolbar tab.
Default grid layouts
Initially, whenever you navigate to the View Bill of Materials page, the default grid layout "None" will be displayed.
To make one of your own custom grid layouts the default view:
Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Default checkbox.
Click Save.
Share grid layouts
If you've created a grid layout that other users in your account would benefit from using, you can make it available to their user profiles too:
Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Shared checkbox.
Click Save.
The layout will then be available to select from the Show Toolbar > Grid Layout menu when other users open the View Bill of Materials page.
🤓Tip: Shared layouts cannot be a default for another user's profile, but they can save the shared layout as a new layout in their own profile, then set that as their default. Bear in mind that any edits you make to your shared layout will not apply to their saved default version.