Working With BOMs
BOMs are the third level of this data structure where parts are attached. You can tell which level you are working with by the "name" column in each, for example, the option level has "Option Name", the phase level has "Phase Name" and the BOM level has "BOM Name". Each Phase can have an unlimited number of BOMs that can be named.
When you change the customer discount, margin, markup, or sale price in a BOM row of the grid, it will affect every Adjustable item attached to it, adjusting each to the value you supply. When you change the pre-tax sell of the BOM level, e-manage|ONE will examine all Adjustable items and figure out how to get to the price you supplied by setting all adjustable items to the same margin, markup or customer discount (based on your pricing type).
There are certain editable cells within the BOM Rows of the Option Grid. Because e-manage|ONE allows users to change the column header names of every grid, the names of your columns may differ from the ones listed here, however you can right click on any column header to see the original name at the bottom of the resulting pop-up menu. When changing the value of any cell, you should press the TAB key on your keyboard to commit the value to the database, there is no save button when editing cells, so this is the only way to save the changed value.
BOM Name - This cell sets the name of the BOM. When you create a new BOM, the name is automatically set to "New BOM" but it can be changed to anything that best describes the BOM. BOM names do not show up on a quote, so changing the name is strictly for your own organization purposes.
New Margin, New Markup, and New Customer Discount - Depending on your pricing type, the BOM level will allow you to change only the appropriate cell. Lump Sum Sale and Lump Sum Sale + Tax will allow you to change the New Margin, Discount From List will allow you to change the New Discount, and Markup will allow you to change the New Markup column.
Pre-Tax Sell - This changes the overall price to the customer of this BOM (before tax on Lump Sum Sale + Tax, Markup and Discount From List) (after Tax on Lump Sum Sale).
Starters - This is used for kits. A kit must have already been added at the phase level in order for this cell to do anything. Any kit parts on the BOM that are marked as Starters will have the QTY multiplied by this number, then by the Rows cell.
Adders - This is used for kits. A kit must have already been added at the phase level in order for this cell to do anything. Any kit parts on the BOM that are marked as adders will have the QTY multiplied by this number, then by the Rows cell.
Rows - This is used for kits. A kit must have already been added at the phase level in order for this cell to do anything. Any kit parts on the BOM that are marked as starters or adders will have the QTY multiplied by this number, then by the Rows cell.
The right click "Context Menu" for BOM’s
When you right click on a BOM, a pop-up menu will appear with functionality you don't get with the grid. Highlighting multiple BOMs in the grid and right clicking, will let you affect change on all selected BOMs. You will need to click (or highlight) the BOM(s) you want to work with prior to right clicking for some of the functionality in this menu.
We will go through each of the elements of this menu here:
Add From Search - used to add parts to the selected BOM by searching using one or more criteria to find the part and using the Add QTY cell to add the items at the specified QTY.
Add From Parts Catalog - Used to add parts to the selected BOM by using the pre-built Parts Catalog. Navigate through the catalog folders to find the parts you want and use the "Add QTY" cell to add parts to the selected BOM at the specified QTY.
Add From Library - Used to add parts to the selected BOM by using the pre-built library of parts. Navigate through the library folders to find the parts you want and use the "Add QTY" cell to add parts to the selected BOM at the Specified QTY.
Add From Favorites - Used to add parts to the selected BOM using a grid of your own personal favorites. Any part can be marked as favorite by checking the "Favorite" checkbox anywhere you see the part. Use the Add QTY cell to add the part(s) you want to the selected BOM.
New Option - Creates a new option with a new phase and new BOM with the BOM selected so you can immediately add new parts.
New Phase - Creates a new phase under the option that the currently selected phase is a part of, and a new BOM with the BOM selected so you can immediately add new parts.
New BOM - Creates a New BOM for the currently selected phase and a new BOM with the BOM selected so you can immediately add new parts.
Copy - copies the currently selected BOM(s) to paste into another Phase, the same Phase or a phase in another project's BOM window.
Paste - pastes any copied phases from the windows clipboard to the currently selected phase's option.
Delete Selected - permanently deletes the selected phase(s) and any BOM's that are children of the selected phase(s)
Add / Modify BOM Picture - This is not used on BOMs since the BOMs are not broken out on the quote.
Change Name - Changes the name of the selected BOM (best to do this right in the grid).
Move To A Different Phase - This will move (without copying) the selected BOM to another phase in the project. This is a dropdown list box of all phases shown with their option name. Select the phase you want to move the BOM to and then click the Move button.