BOM operations

This section describes the available actions users can perform to manage and maintain the Bill of Materials (BOM). These operations allow users to update product structure, adjust data, and reuse BOM configurations efficiently.

Actions with BOM table

Add item

Use Add item to include new materials or components in the BOM.

• Allows selecting an existing material or component

• Adds the item as a new row in the BOM table

• Newly added items can be further edited (e.g., quantity, tags)

Add Material

When adding a material:

1. Click Add item.

2. Select Material in the Type column.

3. Choose a material from the list in the Name column.

   1. Use search to find materials quicker.

4. The default Quantity is set to 1 UOM.

5. The material is added as a single row in the BOM table.

Add Component

When adding a component:

1. Click Add item.

2. Select Component in the Type column.

3. The system opens a modal "Add component".

4. Choose a Product from the list and other attributes.

   1. Select a Product version, Configuration, Workflow and Variant.

5. Click Add button to save the component to BOM.

6. The component is added as a grouped item, which includes nested materials.

Edit Quantity and Tags

Users can update item details directly in the table:

• Quantity - define how much of the item is required

• Tags - assign or modify labels for classification and filtering

You CANNOT edit the Quantity or Tags of nested items within an added component directly in this table, but only in the product where the BOM was created.

Edit Quantity

1. Click on the Quantity cell.

2. Enter the new value.

3. Press Enter or click outside the cell to apply changes.

4. The updated quantity is saved immediately.

5. Published cost and Current cost values are recalculated automatically based on the new quantity

6. Total material costs at the top of the BOM variant is updated accordingly

Add or Edit Tags

1. Click on the Tag cell.

2. The system opens a modal "Manage tags".

3. In the modal:

   • Use the search field to find existing tags

   • Select one or multiple tags using checkboxes

   • Or click + Add tag to create a new tag

4. Close the modal to apply changes.

5. Selected tags are displayed in the Tag column for the item

Open component preview

1. Click on the button near the selected component name.

2. The system will open a Product preview in the new window.

Duplicate item

Use the Duplicate action in the "More actions" menu (⋯) for the row to quickly copy an existing material or component.

Duplicate a material

1. Click on the button for the selected material row to open "More actions" menu.

2. Click on the Duplicate button.

3. The system duplicates a new row with copied measurements, quantities, prices, and tags.

   1. The Total published/current prices are updated automatically.

Duplicating a component

1. Click on the button for the selected component row to open "More actions" menu.

2. Click on the Duplicate button.

3. The system increases the Quantity field of the existing component by +1.

   1. The prices are updated automatically.

Delete item

1. Click on the button for the selected row to open "More actions" menu.

2. Click on the Delete button.

3. The system removes the selected row with the nested items (if component).

   1. The prices are updated automatically.

"More actions" with BOM table

Apply to

Use Apply to action in the "More actions" menu (⋯) to copy the current BOM variant to other variants or workflows.

1. Click on the button in the BOM table header to open "More actions" menu.

2. Click "Apply to" button.

3. The system opens a "Apply to" modal window.

4. Select workflows and variants from the drop-down.

5. Click Apply button.

6. The system applies BOM to all selected variant BOMs across all selected workflows.

Clear BOM

Use Remove all items action in the "More actions" menu (⋯) to completely clear the BOM table.

1. Click on the button in the BOM table header to open "More actions" menu.

2. Click "Remove all items" button.

3. Confirm action by pressing "Delete" in "Remove all items?" modal.

Filtering

Filter by Name or Tag

There are 2 available filtering options in the BOM table:

• Material name - filter items by material name

• Tag - filter items by assigned labels (tags)

1. Click on the filter to start.

2. Use Search field to quickly find the needed item.

3. Click on the needed options in the drop-down to apply them for filtering.

Clear filters

Use Clear all to reset all applied filters and return to the full BOM view.