Bill of Materials (BOM) Step-by-Step Guide

Getting Started

Accessing Your BOM

• Navigate to your style page

• Click the "BOM" tab in the navigation menu

• You'll see the BOM workspace with a toolbar at the top

Initial Setup Requirements

Before adding components:

• Ensure you have a style variant created

• If no variant exists, you'll see an alert message

• Create a variant first through the Style Details page

Detailed Workflows

1. Adding Individual Components

Step-by-step process:

• Click the "Add Component" button in the toolbar

• A drawer will open on the right side

• Use the search bar to find components

• Filter components by category using the chips below search

• For each component card:

• View the thumbnail image

• Check reference numbers

• See supplier information

• Review compositions

• Click on a component to add it to your BOM

• The component will be automatically categorized

• A success message confirms the addition

2. Managing Component Details

After adding components:

• Find your component in its category section

• Edit placement:

• Click the pencil icon

• Enter location details

• Click checkmark to save

3. Set consumption:

• Enter quantity needed

• Specify units

4. Toggle reservation status:

• Click the reserve switch

• Green indicates reserved

• Gray indicates unreserved

3. Using Bulk Import

For multiple components:

1. Click "Import" in the toolbar

• Download the template if needed

• Fill the template with:

• Component IDs

• Placement details

• Consumption values

• Click "Upload"

• Review the preview

• Confirm import

4. Saving Your BOM

To save current work:

• Click "BOM Actions" in toolbar

• Select "Save BOM"

• Enter a file name

• Choose save options:

• Save as new version

• Update existing

• Click "Save"

• The PDF will be generated and stored

5. Sharing via Email

To share with team:

• Click "Export & Share"

2. Select "Email BOM"

• In the email dialog:

• Enter recipient emails (separate with commas)

• Add a subject line

• Write a message (optional)

• Click "Send"

• System will:

• Generate PDF

• Send emails

• Show confirmation

6. Exporting to PDF

For local copies:

• Click "Export & Share"

2. Choose "Download PDF"

• Select options:

• Full details

• Summary view

• Click "Generate"

• Save the file to your computer

7. Managing Visibility

Control who sees your BOM:

• Find the eye icon in toolbar

• Click to toggle visibility:

• Open eye: Visible to team

• Closed eye: Private

• Changes take effect immediately

8. Tracking Changes

View BOM history:

1. Scroll to Activity Log section

• See all changes listed chronologically

• Each entry shows:

• Who made the change

• What was changed

• When it happened

• Use filters to find specific activities

9. Completing Your BOM

When finished:

• Review all components

• Verify quantities and placements

3. Check reservations

• Click status toggle

• Change from "In Progress" to "Completed"

• Confirm the change

Advanced Features

Managing Categories

Organize your components:

• Components auto-sort by type

• Expand/collapse categories:

• Click arrow icon

• View all items in category

• Use category filters in component drawer

Bulk Actions

For multiple items:

• Use checkboxes to select components

• Available actions:

• Delete selected

• Update status

• Copy to other styles

Troubleshooting Guide

Cannot Add Components

If you see an error:

• Check if you have a variant:

• Go to Style Details

• Create variant if missing

• Verify permissions:

• Check your role

• Request access if needed

• Ensure BOM isn't marked complete

Email Issues

If emails aren't sending:

• Check recipient format:

• Use commas between addresses

• Verify email syntax

• Try sending to fewer recipients

• Ensure PDF generates successfully

Saving Problems

If save fails:

• Check internet connection

• Verify file name is unique

• Ensure all changes are complete

• Try saving smaller sections

Need more help? Contact support with:

• Your style ID

• Screenshot of any errors