How do I add the Bill of Materials in the Work Orders App?

Updated on October 28, 2020 02:18AM by Admin

The Work Orders App of Apptivo allows you to add a bill of materials from the Items App to your work orders. This applies while adding configurable items to the work orders. Let’s walk through the steps to add the Bill of Materials in the Work Orders App.

Steps to add the bill of materials

  • Log into your Apptivo application and go to the Work Orders App. Select the create button from the top left corner to create a new work order.
Work Orders App

  • You will be redirected to the Create WorkOrder page. Here, you can add the information related to your work order.
Create Work Order

  • Scroll down to the Products/Items Sold table. Add a configurable item from the Items App.
Items Table

  • Once the item is selected, choose the class and choice associated with the selected item.
  • Here, you can also configure the quantity.
Class and Choice

  • The item is added to the Products/Items Sold table. You can view the Bill of Materials by clicking the expand icon.
Items Added

  • On clicking create, a new work order is created for a configurable item with the Bill of Materials.
Work Order Created

  • The Bill of Materials information will be listed in the Products/Items Sold table.
View BOM