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How to Add Bill of Materials

Overview​

Creating a BOM defines a product's components — the materials, labour and services that go into it — for building kits and assemblies and for dropping component lines onto documents. This guide walks through building a multi-level BOM with cost tracking and quality parameters.

A BOM is optional and does not control how a product is manufactured. For the difference between a parts list and a production route, see BOM vs WO Process.

Prerequisites​

Before creating a BOM:

  • Base model item must be created first (the finished product)
  • All component items should exist in Items master
  • User role has "Create BOM" permission
  • Cost categories configured in system settings

Step-by-Step Guide​

Step 1: Navigate to Add BOM​

  1. Go to Item Central from sidebar
  2. Click Bill of Material
  3. Click Add BOM button (green plus icon)
  4. Add BOM form opens

Step 2: Select BOM Item Type​

Choose whether this BOM is for goods or services:

Goods - Physical products (default selection)

  • Manufacturing items
  • Assembled products
  • Packaged goods

Services - Intangible offerings

  • Service packages
  • Maintenance bundles
  • Consulting deliverables

Step 3: Choose Product Level​

Select the product structure level:

Base Model - Use this for finished products with variants

  • Creates parent BOM structure
  • Components apply to all variants
  • Brand field becomes available

Variant - Specific version under a base model

  • Links to parent base model
  • Inherits some parent properties

Standalone - Independent product

  • No parent-child relationship
  • Single product without variations

Key Dropdown Options:

  • Select a product (shows existing base models)
  • Base Model
  • Variant

Step 4: Select BOM Item Type​

Choose the classification for this BOM:

Available types from dropdown:

  • Component - Sub-assemblies
  • Raw Material - Base materials
  • Labor - Human effort costs
  • Service - External services
  • Consultation - Expert services
  • Software License - Software costs
  • Overhead - Indirect costs

Step 5: Fill Basic Information​

Complete the essential BOM details:

BOM Item ID

  • Auto-generated (e.g., ITMM-034)
  • Click edit icon to customize
  • Must be unique

BOM Item Name

  • Descriptive product name
  • Example: SV00234

Item HSN Number

  • Enter HSN code or click search
  • Determines tax rate
  • Highlighted in red if empty (required field)

Tax Percentage

  • Select from dropdown
  • Example: GST [12%]
  • Auto-populated from HSN if selected

Brand (for Base Model only)

  • Search existing brands
  • Click + to add new brand

Step 6: Add BOM Components​

Define the items required to build this product:

BOM Item Details Table columns:

ColumnDescriptionExample
Item DetailsComponent item to addITM-005 - AirPods Pro 3
Required QtyQuantity needed200
UOMUnit of measurementpcs (Pieces)
Item TypeClassificationService, Component, Raw Material
Unit CostCost per unit₹332.00
WastageLoss percentage-
Wastage UnitWastage measurepcs
ActionDelete row🗑️ icon

To add components:

  1. Click item search field under "Item Details"
  2. Search and select item (e.g., ITM-005 - AirPods Pro 3)
  3. Item details auto-populate with HSN: 8518
  4. Enter Required Qty
  5. UOM auto-fills from item master
  6. Select Item Type from dropdown
  7. Unit Cost displays automatically
  8. Click + to add another row

Item Type Dropdown options:

  • Service
  • Component
  • Raw Material
  • Labor
  • Consultation
  • Software License
  • Overhead

Step 7: Set Pricing​

Configure cost and sales prices for the BOM:

Cost Price

  • Currency: ₹ (default)
  • Enter purchase/manufacturing cost
  • Placeholder: "Enter purchase rate"

Sales Price

  • Currency: ₹ (default)
  • Enter selling price
  • Placeholder: "Enter sales price"

UOM

  • Select unit of measurement
  • Example: bag, box, pcs
  • Dropdown: "Select a UOM"

Cost Description

  • Optional text area
  • Document cost assumptions
  • Placeholder: "Enter purchase description"

Sales Description

  • Appears on sales documents
  • Product description for customers
  • Placeholder: "Enter Sales description"

Checkboxes:

☑️ Saleable - Check if item can be sold

☑️ Manage Inventory - Track stock levels

  • Note shown: "Base item inventory tracking disables variant-level management"

Step 8: Add Brand (Optional)​

For Base Model items, manage brand information:

Add Brand Dialog:

  1. Click + next to Brand field
  2. Modal opens: "Add Brand"
  3. Fill fields:
    • Brand Name: Enter brand name
    • Brand Description: Optional description
  4. Click Save
  5. View existing brands in table below:
    • Brand Name | Brand Description | Edit
    • Agni | 🖊️
    • Apple | 🖊️

Step 9: Add Tags​

Organize BOMs with searchable tags:

  1. Type tag in search field (e.g., "Comp")
  2. Results show:
    • "No match found" if new tag
    • Click "View All Tag" to see existing tags
  3. Click folder icon to select from existing
  4. Click + to create new tag
  5. Tags help in filtering and searching BOMs

Step 10: Configure Cost Breakup​

Break down total cost into categories:

Cost Breakup Table columns:

ColumnPurposeExample
CategoryCost typeSelect from dropdown
SubcategorySpecific elementSelect from dropdown
RemarksAdditional notesFree text
CostAmountEnter value
Contribution (%)Auto-calculatedShows % of total
ActionDelete row🗑️

To add cost breakup:

  1. Click + to add row
  2. Select Category dropdown
  3. Select Subcategory
  4. Enter Remarks (optional)
  5. Enter Cost amount
  6. Contribution % auto-calculates

Total Cost: 0 - Updates as costs are added

Step 11: Add Specifications​

Document technical parameters:

Specifications Table columns:

ColumnDescription
ParameterSpec name (e.g., Length, Weight, Material)
Measurement UnitUnit (mm, kg, °C)
ValueSpecification value
DescriptionAdditional details
ActionDelete row
  1. Click + to add specification row
  2. Fill all columns
  3. Use for product datasheets

Step 12: Set QC Parameters​

Define quality control criteria:

QC Parameters Table columns:

ColumnPurpose
CriteriaQuality check parameter
Measurement UnitUnit of measure
Expected ValueTarget value
(-) Tolerance (%)Negative deviation allowed
(+) Tolerance (%)Positive deviation allowed
ActionDelete row

Example:

  • Criteria: Dimension Accuracy
  • Unit: mm
  • Expected: 100
  • Tolerance: ±2%
  • Accept range: 98-102 mm

Step 13: Attach Documents​

Upload supporting files:

Document type dropdown:

  • Item Image
  • Item Design
  • Warranty Document
  • Others

To attach documents:

  1. Go to Documents tab
  2. Click "Select a file" dropdown
  3. Choose document type
  4. Click + to upload
  5. Select file from computer
  6. Multiple files can be attached

Documents section shows:

  • File list appears after upload
  • Files auto-save to Vault

Step 14: Save the BOM​

Finalize and save your BOM:

Before saving, verify:

  • All required fields filled (highlighted in red if missing)
  • At least one BOM component added
  • Pricing configured correctly
  • HSN code selected

Action buttons:

Cancel - Discard changes and return to list

Add - Save BOM and create new item

After saving:

  • BOM assigned unique ID
  • Item appears in BOM list
  • Available for production use
  • Can be edited anytime

Field Reference​

Required Fields​

FieldRequiredValidation
BOM Item TypeGoods or Services
Product LevelBase Model, Variant, or Standalone
BOM Item TypeComponent, Raw Material, etc.
BOM Item IDAuto-generated, unique
BOM Item NameMax 100 characters
HSN NumberValid HSN/SAC code
Tax PercentageValid GST rate
BOM ComponentsAt least one item

Common Scenarios​

Scenario 1: Creating Simple Assembly BOM​

Product: Laptop Bag Assembly

  1. Select Goods → Base Model
  2. BOM Type: Component
  3. Name: "Corporate Laptop Bag"
  4. Add components:
    • Fabric: 2 meters
    • Zipper: 1 piece
    • Labor: 2 hours
  5. Set cost and sales price
  6. Save

Scenario 2: Multi-Level BOM with Wastage​

Product: Metal Frame

  1. Select Goods → Standalone
  2. BOM Type: Raw Material
  3. Add Raw Material: Steel Sheet
  4. Required Qty: 100 kg
  5. Wastage: 5%
  6. System calculates: Need 105 kg
  7. Unit cost auto-updates
  8. Save

Scenario 3: Service BOM​

Product: Installation Package

  1. Select Services → Standalone
  2. BOM Type: Service
  3. Add items:
    • Installation Labor: 4 hours
    • Transportation: 1 trip
    • Consultation: 2 hours
  4. Set service price
  5. Uncheck "Manage Inventory"
  6. Save

Troubleshooting​

BOM Not Saving​

Issue: Cannot save BOM

Solutions:

  • Check for red highlighted fields (required)
  • Ensure HSN number selected
  • Add at least one BOM component
  • Verify tax percentage set

Component Not Found​

Issue: Item not appearing in search

Solutions:

  • Ensure item created in Items master first
  • Check item is active
  • Verify user has view permission
  • Search by Item ID instead of name

Brand Field Not Visible​

Issue: Cannot add brand

Solutions:

  • Brand only available for Base Model
  • Change Product Level to "Base Model"
  • Field appears automatically

Need help? Contact support at support@bizconnekt.com