Bill of materials

The bill of materials is the product tab of a project. You do not type it: it is calculated from what you have drawn and quoted. Every item you place on a floor plan, every item you put in a rack, and every line on a quote is counted and lined up side by side, so you can see at a glance where the design and the paperwork disagree.

Where the numbers come from

Each row has up to three quantity columns. Floor plan counts the placements on the project floor plans. Rack counts the items in the project rack plans. Quote counts the quantity on the project quotes. If the project has revisions, only the active revision is counted.

Cables are handled separately. Cable runs drawn on a floor plan are totalled per cable type and shown in metres or feet, following the unit system set for your organisation. The excess you configured on the cable type is added live at both ends of every run, so the figure already includes slack. Cables drawn without a cable type cannot be priced, and you get an orange banner telling you how many there are. Open the floor plan and assign a cable type to each one.

Reading the status column

Match means the quoted quantity equals what is placed. Not quoted means something is placed but is not on any quote. Quoted, not placed means the opposite. Mismatch means both exist but the numbers differ. No product means a cable type has no catalog product linked to it, so it cannot be priced or ordered.

Working the list

Use the search box to filter on product, SKU, category or source. Use the status filter to jump straight to the mismatches. The grouping selector groups rows by category, by source, or not at all, and you can collapse any group by clicking its header. The Columns menu hides the SKU, Category, Source and Rack columns if you want a shorter table. Your column choices are remembered in your browser.

Comparing revisions

If the project has more than one revision, pick one in the Compare revision selector. Two extra columns appear: the physical quantity in that revision and the difference. Rows are tinted like a diff, so added, removed and changed quantities stand out.

Turning the list into documents

Generate quote creates a new quote from every row that has a quantity, split into Floor plan, Rack and Cables sections, and opens it in the quote builder. Order from supplier lists the suppliers found on the products in this BOM. Picking one creates a draft purchase order for this project and opens the purchase order builder with the lines seeded.

After the deal is signed

Once a quote or offer on the project has been accepted, three procurement columns appear: To receive, Ready and Installed. They come from your purchase orders, your stock reservations and your installed items, so they update themselves. When something is still missing, a Collect products button appears next to Generate quote and takes you to the collecting workflow.

Limits

The BOM is read only: you cannot edit a quantity here. Change the floor plan, the rack or the quote instead. Items that are not in your product catalog appear by name but cannot be ordered.