Settle allows you to store BOMs as part of your Catalog. A bill of materials is the list of raw materials, components, and parts required to manufacture your products.
In this article, we'll show you how to create and manage your BOMs using an actual product example.
Create a BOM
using a jar of peanut butter as an example
Prerequisites: You must have your raw materials added before creating a BOM. You cannot add them as you go.
For this guide, we'll walk you through adding BOMS through an example of a delicious jar of Peanut Butter that is made up of four parts: Jar, Lid, Label, and Fill. It is sold in three different sizes: 4 oz, 12 oz, and 52 oz.
Steps:
To begin:
Select “Catalog” from the dashboard on the left side of your screen.
Click the “+ Add New Item” button on the top right side of your screen.
Add the item details:
Item Name: Peanut Butter Jar
Unit of Measure: Jars
Vendor: Nutty Bliss Delight
Next, scroll down and select “Properties” hit the “+ Add” button:
Fill out the relevant information including:
Property Name: Size
Values: 4 oz, 12 oz, and 52 oz
Hit the “Add” button.
Add the SKUs for each variation:
PB-JAR-4oz
PB-JAR-12oz
PB-JAR-52oz
Add a BOM to a catalog item
To add a BOM to a catalog item, ensure that all raw materials are already created within your catalog. For example, you should have individual items for each size of the Lid (4oz, 12oz, 52oz), Jar (4oz, 12oz, 52oz), Label (4oz, 12oz, 52oz), and Fill (4oz, 12oz, 52oz).
Select “Add” under the header “Bills of Materials” on the Peanut Butter Jar details page.
Next, select “Add Materials” and add the template for the peanut butter jar:
This must include Lid, Jar, Label, and Fill (4oz, 12oz, and 52oz for each).
Double-check and make edits if necessary:
In the example below, we've updated each of the BOMs associated with each size of the Honey jars. Ensure the right units are attached to the right variants.
Hit the “Done” button.
Next, you want to add another property:
Scroll down and select “Properties”.
Select “Properties” hit the “+ Add” button.
Property Name: Flavor.
Values: Honey and Regular.
Hit the “Add” button.
You may see an error button pop up on your Peanut Butter Jar details page. This is to alert you that your BOMs are accurate anytime you’ve made a change to your product.
To fix this error:
Click “Edit” under the “Bills of Materials” header.
Make sure the right units are attached to the right variants.
Select the “Mark as Reviewed” button.
Hit “Done”.
Find the details of a BOM
To find the details of a BOM, follow these steps:
Select "Catalog" from the dashboard on the left side of your screen.
Choose the product whose BOM details you want to view.
Click "Edit" under the "Bills of Materials" header to view the BOM details.
Update or edit a BOM
To update or edit a BOM, follow these steps:
Select "Catalog" from the dashboard on the left side of your screen.
Choose the product whose BOM you want to update or edit.
Click "Edit" under the "Bills of Materials" header to update or edit the BOM.
Delete or remove a BOM
To update delete or remove a BOM:
Select "Catalog" from the dashboard on the left side of your screen.
Choose the product whose BOM you want to delete or remove.
Click "Edit" under the "Bills of Materials" header to delete or remove the BOM.
Bills of Material FAQs
How can I be sure that my company's proprietary formula is safe and secure?
We take the privacy and security of our customer's information seriously. Information is only shared based on your consent and preferences. All company information received by Settle, including anything proprietary, will only be used for its intended purpose and safeguarded as detailed in our Terms of Use and Privacy Policy.