How Do I Create a Bill of Materials (BOM)?

How Do I Create a Bill of Materials (BOM)?

Create a Bill of Materials (BOM) Product

This guide explains how to set up a Bill of Materials (BOM) product in Clarus WMS. A BOM lists all individual products needed to create a single parent product, streamlining your inventory management.



Step-by-Step Guide

1. Access the Products Screen

From the left-hand menu, click on Products. On the products screen, select +New to create a new product.

2. Enter New Product Information

Fill in the following fields: Code, Description, Stock Unit Type (items, weight, or cube), Account (from dropdown), and set Product Type to Bill of Materials. You can also add an optional Long Description and choose Storage Unit Types (standard pallet, euro pallet, tote box, or no product storage unit). Click Save and Edit to continue.

3. Complete Product Details

Once saved, more fields will appear. You can add External System References if needed (these are optional).

Unit - Items

Complete the sections for Stock Unit Type (items, weight, or cube), Barcode, Weight, Value, and Output Quantity (quantity produced by child products). Tick Allow Receipt of This Configuration if you want to allow receipts in this setup. Select a Unit of Measure (centimetre, foot, inch, or metre) and enter the product's Width, Height, Length, and Cube. Click Save when finished.

Cases, Inner, and Outer

Fill in the fields for the Cases, Inner, and Outer sections, following the same process as 'Unit - Items'. Remember to click Save after completing each section.

Flags

Tick the relevant boxes: New Product? if it's a new item, Stop? if you want to make it unavailable, and Obsolete? if the product is no longer used. Click Save when done.

Receipt and Pick

Enter the Shelf Life Min/Max. Select a Default Receipt Configuration and Default Order Configuration if required. Tick Require Dimensions on Receipt? if dimensions are necessary upon receipt. Enter a Default Stock Description. Click Save when finished.

4. Materials Section (Building the BOM)

a. Add Materials

In the Materials section, you will define the individual items that make up your parent product. Click +New. Select the child product from the dropdown, enter the Quantity needed for the parent product, and click Save to add the item.

b. Repeat for Additional Items

To add more products, click +New and repeat the process. To change quantities, click on the quantity field and update it. Always click Save after each update.

5. Additional Sections

Alternative Codes

If your product has different codes for various users, you can add them here. Click +New, add the details, and click Save.

Product Storage Units

To add or edit product storage units, click +New, fill in the necessary fields, and click Save. If a storage unit is no longer needed, click Delete.

Warehouse Routes

To assign a warehouse route, click +New and complete the required fields like Account Code, Customer Code, and Warehouse Code. Click Save when finished.

Pickfaces

If the product is a pickface, click +New and complete the fields including Location, Min Trigger, and Max Trigger. Click Save to finish.


AlertREMEMBER: Your Bill of Materials is now set up. There is no single 'master save' button; you must remember to save each section as you go.


FAQs

What is a Bill of Materials (BOM)?

A BOM is a collection of individual products used to create a parent product.

How do I add materials to a BOM?

In the Materials section, click +New, select the product, enter the quantity, and click Save.

Can I edit the materials later?

Yes, you can edit or delete items in the BOM by adjusting the quantity or removing the product.

What is the ""Assemble on Pick"" option?

This allows the BOM product to be assembled during the picking process. This is useful when fulfilling orders with individual components.

Can I assign multiple storage units to a product?

Yes, you can add multiple storage units by selecting +New in the Product Storage Units section.


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