BOM
How to Access
"Production" → "BOM"
Table of Contents
- Section 1: About This Feature — Overview / How to Access / 4 Use Cases
- Section 2: Feature Guide — Filters / List Columns / Action Buttons
- Section 3: FAQ — 6 Questions + Notes
- Section 4: Related Features
Section 1: About This Feature
Quick Links: Overview | How to Access | Use Cases
1.1 Overview
BOM (Bill of Materials) defines production recipes — the list of materials and quantity ratios required to produce a finished product. By creating standardized recipes, you can ensure consistent material combinations for each production run, improving operational efficiency and reducing errors.
BOM works together with Work Orders: first define recipes here, then click "Apply BOM" when creating a work order to automatically populate materials and outputs.
1.2 How to Access
"Production" → "BOM"
1.3 Use Cases
Quick Links: Create Gift Set Recipe | Modify Recipe Materials | Create Similar Recipe | View Recipe Details
Scenario 1: Create a Gift Set Recipe
Situation: Need to define a Mid-Autumn gift box recipe containing mooncakes, tea, and packaging.
How to Do It:
- Click the "New" button
- Enter the "BOM Name" (e.g., "Mid-Autumn Gift Box Type A")
- Select the merchant (auto-filled when serving a single merchant)
- Select the "Output Product" (the gift box finished product)
- Optionally select the "Output Inventory Type" (default is used when not selected)
- In the "Materials List", click "Add" to add material items and fill in quantities:
- Mooncake × 6
- Tea Gift Box × 1
- Gift Box Packaging × 1
- Click "Save" (or "Save and Add Another" to create several recipes in a row)
Result: Recipe created and can be applied in Work Orders.
Scenario 2: Modify Material Quantities in an Existing Recipe
Situation: The original gift box recipe needs quantity adjustments.
How to Do It:
- Find the recipe to modify in the list
- Click the recipe name to enter the details page
- Click the "Edit" button
- Adjust material quantities
- Click "Save"
Result: Recipe updated; work orders created afterwards will use the new quantities.
Scenario 3: Create a Similar New Recipe
Situation: Need to create a new recipe similar to an existing one, with only some materials different.
How to Do It:
- Review the material composition of the existing recipe
- Click "New"
- Enter the new recipe name
- Manually add the same material items
- Adjust or replace materials that need to be changed
- Click "Save"
Result: New recipe created, managed independently from the original.
Scenario 4: View Recipe Details
Situation: Need to confirm the complete material list of a recipe.
How to Do It:
- Find the target recipe in the list
- Click the recipe name to enter the details page
- View the "Materials List" section
- Confirm each material's SKU, name, inventory type, and quantity
Result: Clear understanding of the complete material composition.
Section 2: Feature Guide
Quick Links: Filters | List Columns | Action Buttons
2.1 Filters
| Filter | Description |
|---|---|
| Merchant | Filter recipes by merchant (hidden when serving a single merchant) |
| BOM Name | Search recipe name keywords |
| Output Product SKU | Search by output product SKU |
| Output Product Name | Search by output product name |
| Created At | Filter recipes created within a time range |
2.2 List Columns
| Column | Description |
|---|---|
| BOM Name | Recipe identifier name, click to view details |
| Merchant | Merchant the recipe belongs to (hidden when serving a single merchant) |
| Output Product | The finished product produced using this recipe (SKU and name) |
| Output Inventory Type | Inventory type used when the finished product is stocked; shows "Default" when not specified |
| Materials Count | Number of material items in the recipe |
| Created At | Recipe creation time |
2.3 Action Buttons
| Button | Description |
|---|---|
| New | Top right of the page, create a new recipe |
| Export | Appears above the list after checking recipes, exports the selected recipe data |
| Edit | Top right of the recipe details page, modify recipe content |
Section 3: FAQ
3.1 FAQ
▪ What's the relationship between BOM and Work Orders?
| Feature | Purpose |
|---|---|
| BOM | Defines recipes (material composition), serves as a "template" |
| Work Order | Executes actual production work; can apply BOM recipes |
When creating a work order, click "Apply BOM", choose a recipe and enter "Sets" — the system automatically populates the material list, reducing manual input.
▪ Can one recipe be used in multiple Work Orders?
Yes. BOM recipes are templates that can be reused. Each time a work order applies a recipe, the recipe content at that moment is copied; later recipe modifications won't affect already-created work orders.
▪ Can I create a Work Order without a recipe?
Yes. Work orders also support manually adding material and output items without using a BOM recipe. However, using recipes reduces errors and improves efficiency.
▪ What is the "Output Inventory Type"?
It determines which inventory type the finished product uses when stocked after production completion (e.g., "Good"). If not specified, the default inventory type is used.
▪ What does the material "Inventory Type" do?
It specifies which inventory type of materials to use during production. For example, you can specify using "Near-Expiry" inventory for production, consuming soon-to-expire stock first.
▪ Can I modify a recipe currently in use?
Yes. Modifying a recipe only affects work orders created afterwards; work orders that already applied the recipe keep the material information copied at that time and are not affected.
3.2 Notes
⚠️ Important
- Recipe names must be unique: Recipe names cannot repeat within the same merchant; clear naming makes recipes easier to find and select
- Materials must be existing products: When adding materials, you can only select products already created in the system
- Review recipes periodically: Remember to update recipes when materials change or quantities need adjustment
- Create recipes for common combinations: Standardized recipes reduce errors and improve efficiency
Section 4: Related Features
| Feature | Description | Link |
|---|---|---|
| Work Orders | Execute actual production operations | Go |
| Material Picking | Material picking tasks for production | Go |
| Product List | Manage material and finished product data | Go |
| Inventory List | View material and finished product inventory | Go |