How do I Create Classes and Choices in Configurable BOM Type?

Updated on February 22, 2018 12:45AM by Admin

Bills of materials (BOM) are the list of raw materials, sub-assemblies which you can add to the item/product. Bills of materials should contain details like item name, quantity, description and unit of measurement.

Steps to Create Items Having Bills of Materials

  1. Log in and access Items App from your universal navigation menu bar.  
  2. Create a new item or select an existing item. Choose Bill of Materials as Configurable. Once selected and created, the BOM type cannot be changed.
  3. Click on "Bill of Materials” tab to configure them.
    bill of materials
  4. Click on “Add Class” button to add new classes and specify “Select Existing Item As Class” or “Create New Class”.
  5. Here we select the option as “Create New Class” then specify:
    • Name – Name of an item. It is a required field.
    • Description – Description about an item.
    • Price – Price of an item.
    • Display method – Radio options or Dropdown. (The item will be either listed in the drop-down or as radio option).
      create new class
  6. Click on “Create” button to complete.
  7. You can view the created class as shown in the image below:
    class created
  8. Now, the Classes created(Wallet1 & Wallet2) will be considered as a Child Item associated with the Parent Item(Wallet).
  9. But it does not allow you to add the parent Item(Wallet) as an association for the child Items. The parent Item will not be displayed for associating with Child Item. 
  10. Click on “Add Choice” icon to add a choice.
  11. Either select existing item or create a new item.
  12. You can view the class with choice as shown in the image below:
    choice added
  13. You can update class and choice information by clicking on “Edit” icon if needed.
  14. Now, move to Estimates App, scroll down to "Products/items sold". On clicking on "Search" icon. a side panel opens where you can search for items. 
    search for items
  15. Now, select the item and you can view the classes and choices of that selected item. Select the required choice and click on Add button.
    add item
  16. After adding you can see the choice being added in "Products/Items sold" section.Now you can fill the remaining details and create a new estimate. 
    estimate created

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