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

Updated on July 23, 2020 07:48AM 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

  • Log in and access Items App from your universal navigation menu.  
  • Create a new item or select an existing item. Choose the Bill of Materials as Configurable. Once selected and created, the BOM type cannot be changed.
Items

  • Click on the Bill of Materials tab to configure them.
  • Click on the Add Class button to add new classes and specify Select Existing Item as Class or Create New Class.
Bill of materials

  • Here we select the option as Create New Class then specify:
    • Name – Name of an item. It is a required field.
    • Description – Description of an item.
    • Price – Price of an item.
    • Enable the Toggle to give an option to select the multiple-choice options.
    • Display method – Radio options or Dropdown. (The item will be either listed in the drop-down or as radio option).
  • Click on the Add button to complete.
Create item choice

  • You can view the created class as shown in the image below:
  • Now, the Classes created as a Watch strap. You can add the choices of the Watch Straps as the colors that will be considered as a Child Item associated with the Parent Item(Watch Strap).
  • But it does not allow you to add the parent Item(Watch Strap) as an association for the child Items. The parent Item will not be displayed for associating with Child Item. 
  • Click on the Add Choice icon to add a choice.
Class Created

  • In the Create Item Choice popup, you can either select the existing items or create a new item.
Create item choice

  • Similarly, you can create the multiple-choice items
  • You can view the class with a choice as shown in the image below:
Choices created

  • You can update class and choice information by clicking on the Edit icon if needed.
  • You can also delete the choices by clicking on the Delete icon.
Actions

  • Now go to Estimates App, scroll down to Products/items sold.
  • On clicking on the Search icon, a side panel opens where you can search for items. 
  • Now, select the item and you can view the classes and choices of that selected item.
Create estimate

  • By selecting the item, another Search and Select pop up will get open.
  • Here, select the required choice and click on the Add button.
Search and select

  • After adding, you can see the choice being added in the Products/Items sold section.
  • Now, you can fill the remaining details and create a new estimate. 
CPQ item

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