How to import Bill of Materials (BOMs)

See this guide for how to manually create bills of materials:
How to Create Bills of Materials
Guide to general import setup in Rackbeat:
Import in Rackbeat

We always recommend using the example file.
Go to: Items → Bills of Materials → Import/Export → Import → Example File.

Here’s how to create or update your BOMs via import:

Go to the “Items” tab → “Bills of Materials.”
Click “Import / Export” and select “Import.”
Click “Choose File.”
Select the CSV file from your computer, then click “Open” and “Load File.”
Match the columns in the popup with those in your CSV file. See this guide for help.
Click “Import” to upload your BOMs.

Item Number: The unique number identifying the product.
Item Name: The name of the product.
Product Group: The number of the product group the item belongs to — found in the product group overview.
Sales Price: The default sales price of the product.
Expected Cost Price: The estimated production cost of the BOM.

You can later switch the cost method to “Cost Price from Lines” or “Expected Cost Price from Lines” for automatic calculation.

Once the file is complete, save it as a CSV UTF-8 file and upload it via:
Import/Export → Import

Note: The product group must be created before importing BOMs.
See how to create product groups here

To update existing BOMs via import:

Check the box “Update existing.”
The file must contain the Item Number column and one column for each field you wish to update.
Item Number is the constant identifier required in all BOM updates.

Example: To update sales prices, include these columns:

Before importing BOM lines, the BOMs must already be created.

Columns required in your spreadsheet:

BOM Number: The unique item number (i.e., the finished product).
Component Line (Item Number): The item number of the component used in the BOM.
Quantity: The number of component items used in the BOM.

Once filled out, save the file as CSV UTF-8 and upload it via:
Import/Export → Import Lines

You can update or add the following fields through import:

Name: Product name.
Sales Price: Standard sales price.
Expected Cost Price: Estimated cost of production.
Product Group: Product group number.
Extra Cost %: Additional cost percentage (enter whole numbers, no percent sign).
Unit: Unit of measurement.
Description: Product description.
Min. Inventory: Minimum stock before Rackbeat suggests reordering.
Min. Sold Quantity: Minimum quantity required per sale.
Min. Ordered Quantity: Minimum order quantity from suppliers.
Barcode: Product barcode.
Default Location: Default warehouse location (used for production/storage).
Weight: Product weight.
Weight Unit: g/kg/t.
Width, Height, Depth: Product dimensions.
Size Unit: Unit for size (mm/cm/m).
Blocked: 1 = Blocked, 0 = Open. Leave blank for open.
Discount Group ID: Enter the group number if item belongs to a discount group.
Image URL: Link to product image (only one image per product).
Has Batch Tracking: Enter 1 to enable batch tracking.
Has Serial Numbers: Enter 1 to enable serial number tracking.
Recommended Price: Enter the suggested retail price.

Do you need to create or update BOMs in Rackbeat? Here we’ll show you how you can easily do it using the import function.