Webinar - Production Series: Part 1

Webinar Notes - Production Series #1

• What is a Bill of Materials
• What 'Cost' is used on the Bill of Materials?
• Using Batch Sizes when entering Bill of Materials
• Entering BOM components as percentages
• Understanding Quantities in All Orders
• BoM Steps are only necessary for keeping track of the different processes during the production of the product.
• Steps all have Components associated to them individually.
• BoM description can be entered for any info you want to include.
• Item Editor -> Used As Unit of Measure is how you set the UOM for the particular components when used in a Work Order.
• Production -> Bulk Update BOMs
  • Replace
    • Replace Components with other Components within some or all BOMs
    • Can Also search within all Open Work Orders
  • Add
    • Take any component and find a particular step
    • Choose the Component, select which Assemblies you want to add it to
  • Subtract
    • Similar to the Add function, but you're just removing a Component all together from the BOMs you choose
  • Copy BOM
    • Take any existing Assembly and copy it over into any other one to get a mirror image of the original
• Item -> Revisions tab
  • You can create a BoM Revision which is a save of the current version of the BoM and you can revert between them
• Preferences -> Work Orders -> Advanced
  • There is a preference to set it so that every time you edit a BoM it will create a Revision
• Configurable Bill of Materials
  • Allows you to configure the BOM on the Sales Order
  • You use the Kit/Config Tab
  • You add Kit Components and set them to Variable
    • This is how you add multiple options for a specific Component
  • For optional Components you can set it as a Yes/No
    • Then it becomes an option they can either take or leave
• Export / Import
  • You can create the BoM and then export it
  • Fill out the associated excel spreadsheet
  • Hop back over, go to File -> Import
• Kits are a Sales Tool that help you do a build within the Sales Order, they don't have stock.
• Assemblies do have stock and are a true Inventory Item that have tracking
• Copy BOM is in the latest build
  • Check out the latest build: https://numbercruncher.com/t-software-updates.aspx
• Phantom BOMs will be spoken about in one of our next webinars in the Production Series
• Disassemblies will be spoken about in our next webinar in the Production Series as well

• View Past Webinars
  • Past Webinars on the All Orders Knowledge Base
• The video for today's webinar will be up in a few days.

For sales inquiries email: kimk@numbercruncher.com

Toll Free 866-278-6243 X 335

Direct Line 954-302-6335

For suggestions on upcoming webinars email: michael@numbercruncher.com

As always, direct support-related queries to: support@numbercruncher.com