For those who don't know, the Bill Of Material is a list of all the components required to build a Product.
Each product type will have its own list of components, although some of these components may be used for multiple products. It does not matter where the components are saved in BUZ; as long as the Inventory Code is listed in the Bill Of Material sheet, BUZ will deduct the stock as required.
Bill Of Material Component vs a Sales Order Component
Previously, the Inventory items added were for the Sales Questions and Answers and related to pricing an order, but not all the components would be selected in the Sales area.
For example,
A roller blind will have a top tube; because the tube is dependent on the width of the window, we remove the option to select a smaller tube in the Questions and answers and add the cost of the tube into the Price grid with the Material.
Now, we need to use the information from the Questions and Answers to list all the components.
Steps for adding a Bill of Material to your profile
Once you have completed the basic steps to set up a product in BUZ, you can then proceed to create and include a Bill of materials.
To do this, you will need to
Set up your New a new Inventory Group for the detailed list of components.
Enter the contacts for all of your suppliers
Add your Inventory Items to the Group
Add Inventory items to the Job Sheet
Purchase Orders
Stocktake
Set up your New Inventory Group
You will need an additional Group (or 2) for any components you may have; you can have as many component groups as you think is necessary.For example, you might have a group for motors and another for the “tubes and rails”, or you may have a group for all the components you order from Supplier ABC and another group for all the components from Supplier XYZdon't need to add any extra component groups; you could add the bill of material to the current components group. Personally, I find it easier to separate the Sales components and the Bill of material components; this way, it is easier to manage things like downloading the group for stocktake and updating different areas. I know that everything in the group is related to the bill of material only,
This is how my layout would look
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Roller Blinds as my Main Group, which contains a list of Materials
Roll - Sales Components, items for pricing the order
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Roll - BOM Components much more comprehensive list of parts
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These are just examples of planning the groups. There is no wrong answer, and you can have all the items in a Single Components Group or Muliplt if needed.
Enter the contacts for all of your suppliers
Adding suppliers is similar to adding a customer
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More information can be found here.
Add your Inventory Items to the Group
Now that you have set up the Group and create created a supplier Code and description, you can upload the inventory items.
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You can find more information about the Inventory Items here
Add Inventory items to the Job Sheet.
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If your templates do not include a components sheet, you will need to add one; select the + icon at the bottom of the page to add a new Tab and rename it Components; it must contain this name so that the program recognises the tab.
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