With the help of the settings in the BOM details menu, you can define in great detail whether certain items of a bill of materials (BOM) should appear on documents or not.
This can be important in food retailing, for example, where certain items must be present on the invoice while others are not. Another use case is the management of packaging material via the BOM. The packaging material can be included in the BOM for easier management, but excluded on the customer’s receipt. Furthermore, the app allows you to skip the scanning process for certain items.
Add items to BOM details
Follow these steps to define the behavior of items on documents:
Open the Smart Search and search for the term BOM details.
Press Enter to open the module.
Click on +NEW.
A new window appears where you can set the details.
Select items
In the first step you choose for which objects you want to define the behavior on documents. You can choose from the following options:
Parts list: You can select BOMs as well as Just in time (JIT) BOMs. If you don’t select a specific product, the options you select later will be used for the entire BOM.
Product: You can also select only one item from a specific BOM. This can be useful e.g. for packaging material.
In the Project field you have the possibility to apply the changes only to a specific project. This allows e.g. a distinction between B2B and B2C.
Hide items on receipts
You can hide this item on specific receipts, by selecting a checkmark at the respective box. This is possible for:
Invoice
Delivery note
Order confirmation
Commission note
In the case of the commission note, it is also possible to display the item in a smaller font size.
Skip scan of the item in the shipping center
If you select the checkbox Skip scan in shipping center, the item no longer needs to be scanned in Warehouse > Shipping Center. The item will still be taken out normally via auto-shipment if it is marked as a stock item.
Apply settings
To apply the settings, proceed as follows:
Select the check box Active.
Click on Save.
The item now appears in the overview. You can see all active items you created BOM details for in the overview. You can also use the filter to display inactive articles.