How to build a bill of materials

If you make or assemble products from smaller parts, a bill of materials records exactly what goes into each one. It keeps your costs and stock accurate and makes building or selling the product much simpler. Here is how to set one up.

1. Open Product BOM

   From the CRMit menu, select Product BOM. This opens your bills of materials, where each one links to a finished product.

2. Choose or create the finished product

   Pick the product you assemble, or create it first if it does not exist yet. This is the item the bill of materials describes.

3. Add the component products and quantities

   Add each part that goes into the finished product:

   • Choose a component product from your catalogue.
   • Enter the quantity needed for one finished item.
   • Repeat for every part until the list is complete.

4. Save the bill of materials

   Save the list against the finished product. CRMit now knows exactly what each one is made of.

5. Use it when you build or sell the product

   With the bill of materials in place, you can plan a build and keep component stock accurate as you assemble and sell.

What's next

With the parts listed, you can plan a build and keep an eye on the stock those builds use up.