How to create a Bill of Materials (BOM)

BOMs can be created in three ways: manually, by converting a regular product, or via import. Below we guide you through how to create products manually and how to convert a product into a BOM. If you need help with importing, you can read our Helpdesk article “Importing into Rackbeat.”

Manual creation of a BOM

To manually create a new BOM:

1. Go to the “Products” tab at the top of the menu.

2. Click on “Bills of Materials.”

3. Click “Create New” in the top right corner.

4. Fill in the BOM details.

General

• Name (mandatory): The name of the BOM.

• Number (mandatory): The BOM’s unique product number.

• Barcode: Optional barcode.

• Description: Optional description of the BOM.

• Unit: The unit the BOM is sold in.

• Product Group (mandatory): Which product group the item belongs to.

• Discount Group: If the product belongs to a specific discount group.

• Default Location: Warehouse location for the product.

• Extra Cost: Additional percentage cost applied to the product (added during goods receipt or production).

• Status: Whether the product is Open or Blocked.

• Serial Number Tracking: Should the product be tracked by serial number? (Available only with the Serial Number Tracking add-on module).

• Batch Tracking: Should the product be tracked by batch number? (Available only with the Batch Tracking add-on module).

• Adjust Negative Quantity to Zero: If selected, the product cannot have negative stock. Components in the BOM will automatically be deducted if stock is 0.

Inventory

• In Stock: Current stock level when the BOM is created.

• Min. Stock: Minimum stock level before Rackbeat suggests reordering.

• Min. Order Quantity: Minimum order quantity when reordering.

• Min. Sales Quantity: Minimum sales quantity per transaction.

• Min. Production Quantity: Minimum production quantity.

Weight and Size

• Weight: The product’s weight.

• Weight Unit: Unit for weight (g, kg, or tons).

• Width, Height, Depth: Product dimensions.

• Size Unit: Unit for dimensions (mm, cm, or m).

At the bottom of the page, you can add the products that make up the BOM. One line will already be created where you can select the first product:

• Product: Select a product. If it doesn’t appear, try searching for it.

• Quantity: Enter the required quantity for this item.

• Comment: Add a comment to the line if needed.

• Flexible: If checked, the quantity can be changed when the BOM is used in production.

• Suggested Price: Suggested price for the line item.

• Sales Price: Sales price for the line item.

• Expected Cost Price: Expected cost price for the line item when purchased.

• Cost Price: Actual cost price for the line item.

• Click “Add New Product” to add more products.

• Click “Create BOM” to finish or “Create and New” to immediately create another BOM.

Other fields

When adding line items to your BOM, you can also work with these fields:

1. Total Suggested Price: Shows the total suggested price of all line items. Can be adjusted manually.

2. Total Sales Price: Shows the total sales price of all line items. Can be adjusted manually.

3. Total Expected Cost Price: Shows the total expected cost of all line items. Can be adjusted manually.

4. Remove Line Item: Remove a line by clicking the X.

5. Reorder Line Items: Adjust the order of items using the arrows.

6. Automatic Cost Calculation: You can calculate cost in 3 ways:

   • Calculate as Normal: Cost is calculated based on expected cost price when produced. Can be adjusted manually.

   • Expected Cost Price from Lines: Cost is based on the expected cost of underlying components.

   • Actual Cost from Lines: Cost is based on the actual cost of underlying components.

How to convert a product into a BOM

You can convert a product without transactions (stock movements, additions, or transfers) into a BOM. To do this:

1. Go to your product overview and find the product you want to convert.

2. Click the three dots on the right-hand side and select “Convert to BOM.”

   • If this option is not available, it means the product already has transactions and cannot be converted.

3. Fill in the BOM details.