# Bill of Materials

# Create an bill of materials

From the top menu navigate to the Bill of Materials screen

Navigate to the Bill of Materials screen

From the right hand side of the Navigation Bar select the "+" icon

Create new bill of materials

A pop-up will appear where you can enter the details of the New Bill of Materials

New Bill of Materials pop-up

Both Item Number and UoM (unit of measure) are required fields, you will need to populate them

New Bill of Materials pop-up

In the Items or Sub Items autocomplete field you can select the item type you want to add (item or sub item number)

Adding items to a bill of materials

After select the item type you can start typing the item number

Adding items to a bill of materials

A new row will be added to the bill of materials where you can add the details

Adding items to the bill of materials

To add multiple items to the same bill of materials you can repeat the same process

Adding items to a bill of materials

To delete an item from a bill of materials simply click on the trash can icon

Delete item

A pop-up will appear for confirming the action

Confirmation pop-up

# Edit a bill of materials

From the top menu navigate to the Bill of Materials screen

Navigate to the Bill of Materials screen

Hover over the bill of materials you want to edit and on the right hand side click on the edit icon

Edit a bill of materials

A pop-up will appear with the details of that bill of materials, all the fields can be updated

Edit a bill of materials

To delete an item simply click on the trash can icon next to it

Delete item

A pop-up will appear for confirming the action

Confirmation pop-up

If you want to add a new item start typing its type and number in the autocomplete box

Add subitem

Once you hit enter or select the new subitem it will appear in the list

Added new item

# View the bill of materials for an item

From the top menu navigate to the Bill of Materials screen

Navigate to the Bill of Materials screen

Select the item for which you want to see the bill of materials and click on the "+" icon

View details

The screen will expand and you can see the details of one or multiple bill of materials at the same time

Expanded view

# Delete a bill of materials

From the top menu navigate to the Bill of Materials screen

Navigate to the Bill of Materials screen

Hover over a bill of materials you want to delete and click on the trash can icon

Select a bill of materials to delete

A confirmation pop-up will appear to confirm the deletion of the bill of materials

Confirm deletion of the bill of materials

# Bulk upload data

Bulk data can be uploaded by using our templates, for more details on how to do this please consult our Uploading section

# Advanced actions

For customizing column names, order of the columns, creating and saving a view, exporting to Excel and other advanced features see our Advanced menu section