How to convert a product to a Bill of Materials (BOM)
If you have an item in Rackbeat that is assembled from underlying products (parts), you can convert the item to a bill of materials. This way, both the item and the parts will be registered in the inventory. Below, we guide you through the process.
To convert an item to a bill of materials, it is important that no transactions (i.e., actions) have been made on the item, and the item must not be in stock.
Converting an item into a bill of materials:
- Select the "Items" tab at the top.
- Click on "Products" in the menu.
- Find the product in the overview that you wish to convert to a bill of materials.
- Hover over the three dots to the right on the product line and select the "Convert to Bill of Materials" icon.
- Provide relevant information
- Scroll down the page and add the underlying products that together make up the bill of materials.
- Click "Save Changes" to complete.
You can find the bill of materials under the "Items" tab, in the "Bills of Materials" section of the menu.