bill of materials
tutorial and demo
introduction to bill of materials
A bill of materials (BOM) is an extensive list of raw materials, components, and instructions required to construct, manufacture, or repair a product or service. A BOM usually appears in a hierarchical format, with the highest level displaying the finished product and the bottom level showing individual components and materials.
There are different types of bills of materials (BOMs) specific to engineering used in the design process; they’re also specific to the manufacturing used in the assembly process.
BOMs are a centralised source of information used to manufacture a product. It is a list of the items needed to create a product as well as the instructions on how to assemble that product. Manufacturers that build products start the assembly process by creating a BOM.
So, shall we get started on how to use the Bill of Materials section within a product in Bombyx?
navigating to the product
To navigate to the Bill of Materials area within a product, tap Product Information on the top menu bar, and then locate the product by scrolling, or by searching for a product by using the search bar function.
If it’s a new product and is yet to be created, tap the + icon, and enter the product information. Once the information you want to add is complete, tap the ‘Add’ button.
Once in the product, tap the ‘BOM’ button in the product menu bar.
Toggles are tablets that serve a function that allows you to hide work from a supplier or external stakeholder while you get to work on completing it.
If you turn the toggle on by tapping it, you’ll be able to showcase the upload on the Bombyx platform as well as in the PDF file which you’re able to submit to collaborators.
import from library
The import from library function allows you to easily import reusable component data that has previously been created and is stored in your BOM libraries.
To import a BOM component from a BOM library, start typing in the search bar the BOM reference number and/or description you’d like to import and select it from the dropdown that appears with the filtered results based on what you’ve typed.
Once the required component is located from the search results dropdown, tap the component to import it into the product BOM.
import from a group
Importing from a group allows you to group components that are commonly used together so that when it gets to the product stage you can import all of those items together at once as opposed to individually.
To import all the BOM components added to a BOM group, select the dropdown to the left of the search bar that has the default selection as ‘Library’ and change the selection to ‘Group’.
Start typing in the search bar the BOM group name and select it from the dropdown that will filter results based on what you’ve typed.
Once the required group is located from the search results dropdown, tap the group, and all of the components for that BOM type within that group will be imported into the product BOM.
import from a product
Importing from a product allows you to reuse previously created data from a previously created product
To import the BOM components assigned to a previously created product, select the dropdown to the left of the search bar that has the default selection as ‘Library’ and change the selection to ‘Product’.
Once the required product is located from the search results dropdown, tap the product, and all of the components for that BOM type within that product will be imported into the product BOM.
adding a new bom component
Tap the + icon and a popup will appear.
In the popup, you’ll be able to enter information...
These are an array of dropdowns and text boxes, if it’s a dropdown these are predefined values that can be added in the system masters section, or if a plus icon is next to the field, you can add it from the popup itself, and that will automatically feed that option for reuse to the system masters section.
upload an image
To upload an image, you can do one of two things, drag your imagery into the upload space…
or alternatively, tap the upload icon in the bottom, right-hand side of the upload space and select the files you wish to upload from your device.
you’ll have the ability to crop the image, by dragging on the corner of the crop area and resizing it to your requirements, once selected, tap the ‘Add’ button, and the designs will be added to the products’ design area.
In the component supplier field, you’ll notice all of your component suppliers are listed along with an option at the top that states ‘Locally Sourced’. This is where the supplier will source the requirement instead of the company providing a source that they have nominated themselves.
Unit of Measure (UoM) is a second field for quantity/volume and weight to identify how they will be measured. For example, it could be the weight of the material which could be in GSM or Ounces, or it could be the quantity of buttons per jacket which would be in units/pieces.
If the component has more than one composition, next to the composition fields there is a + icon as well as a trash icon.
If you tap the + icon, more fields will appear for you to enter the other compositions.
If you’ve made a mistake and added too many fields, you can tap the trash can and will remove the most recently added set of fields.
The final area in the quality section of the component is the supporting document. The supporting document is just that, it supports the information you’re entering in the component card.
A supporting document could be a test report, or a certificate to confirm that it’s organic. It can be absolutely anything that helps support that component and be of useful reference to companies and their suppliers.
To upload an item all you have to do is tap the upload icon next to the ‘Supporting Documents’ subheading and a popup will appear.
There are two ways of uploading a file, you can either drag and drop the file into the grey box or tap the upload icon at the bottom right of the grey box.
Once you’ve uploaded the file, give the document a title and tap ‘Add’.
The supporting document has 4 actions which can be seen in the action panel; edit, preview, information, and bin.
The edit icon allows you to rename the document.
The preview icon allows the user to preview the document.
To download the supporting document, tap the download icon, for this to be downloaded on your device.
The next icon is the bin, where if you no longer need this supporting document, you can tap the bin icon and remove it from that BOM component.
The information icon will show when the item was uploaded, and when it was last modified with a user's name, date, and time.
To edit the information you’ve previously entered on a component, tap the ‘Edit’ icon on the bar of the component card.
add/update bom components library
If you’ve added/updated a BOM component within a product but want to sync the update through to the BOM library for future use in newly added products, tap the ‘Add to Library’ icon at the top of the BOM component card.
A popup will appear with the BOM reference number pre-filled, tap the update button to apply these details to the library.
If you want to copy through the details, but with a different reference, edit the pre-filled text and tap update.
To cancel the action, tap the cancel button, and the information will not be applied to the library.
To delete a single component from the BOM will not delete it from the library.
By tapping the bin icon you’re able to remove the item you no longer need.
To delete multiple components tap on the checkbox of each component you wish to delete, this will mark it as a tick. Then just click the delete icon next to the search bar...
This will bring you to a popup, when you are sure you want to delete the selected components just click yes, or no to cancel this action.
To rearrange the order of the BOM components, tap the rearrange button.
On the right-hand side, a panel will appear with a list of all the components for that BOM type. Simply drag and drop the items into the order that you’d like.
add tags to components
You can create tags for your bill of materials, by tapping on the tag icon on the component card...
Once tapped a popup will appear where you can create tags for that specific component, once you have added your tags, tap save.
To search/import a bill of material through tags, navigate your way to the top right-hand side of the page, here you will see the search bar function, and a bom library dropdown menu, select tag from the dropdown menu...
now you can start by searching for the tag that references your bom, when you see the bill of material appear in the search bar, tap to import it.
quality auto approvals
When turning the quality auto-approval on...
a dropdown will appear in which you can select the supplier of the component that you’d like to always remain approved upon importing into a product.
product and component supplier
If you’ve added more than 1 product supplier to this product in the product information, the product supplier dropdown will provide a list for you to select from all of the suppliers you assigned to that product.
If you’ve added more than 1 component supplier to this component in the Component Supplier dropdown in the quality information above, the component supplier dropdown will provide a list for you to select from all of the component suppliers you assigned to that product.
You may be manufacturing this in two different sites or even two different countries both with a different component supplier and by stating this, it allows Bombyx to identify information that is unique to that supplier
There is no text in the document explaining this category section.
The colourway selection within a BOM component is a dropdown of colours attributed to the product when you first create the product in the product information.
A colourway is a design that is created in an alternate colour palette to the original design. For example, this product has two colourways, Midnight Ocean, and Charcoal.
The colour reference is the colour you would like that BOM component to be for a specific colourway.
For example, if the Artwork application is a piece of embroidery, and the colour of the embroidery for the Midnight Ocean colour is Turquoise, but Yellow for the charcoal, in the dropdown of the colour reference you’d select Turquoise for the Midnight Ocean colourway option.
colour confirmation reference
The colour confirmation ref is if your supplier has sent several colour variations of the same colour reference for you to pick from.
As this example is a piece of apparel, in that industry it would be called a ‘lab dip’.
A lab dip is a dyed fabric sample made to meet the colour standards of a designer. It is generally developed by a dye house or a colour lab. The purpose of a lab dip is to give a designer an idea of what the fabric colour will look like for manufacturing. More often than not a supplier will provide several options that are as close as they could get to the requested colour and they will be labelled as A, B, C, D, or 1, 2, 3, etc.
adding multiple colourways
To add multiple colours, tap the add icon to the right of the colour table.
A new table will become visible for you to enter your secondary colour information...
once done tap add.
To delete a colour, tap on the bin icon, to the right of the colour table, this will delete your colour immediately.
If you have done this accidentally, you will need to add it in again.
colour auto approval
When turning the colour auto-approval on...
a further toggle button will appear to the right of each colour reference and colour confirmation line.
Tap the toggle buttons for the colour references that you’d like to always remain approved by for that specific component supplier upon importing into a product.
Once done, tap add.
To approve or reject a colour, you need to tap the component card you wish to update with a new status.
Once tapped, a panel down the right-hand side of the page will appear with all the colour information.
Next to each colourway name and reference is a checkbox on the left-hand side of it.
Check the checkbox of the colour status you’d like to update, and then select Approve or reject from the status update footer bar.
Once you have completed the fields in the status update footer bar, tap the update button on the right-hand side of the footer bar.
The status you selected along with your name, and the date/time will appear underneath the colour that you applied for the status.
Note: Statuses can be overwritten.
delete colour status
If you’ve made a mistake in the colour status application, but don’t want to overwrite it, check the checkbox to the left of the status information underneath the colour reference and colour confirmation reference. You can clear the status of multiple colour references at once.
Once you’ve selected the colour references you would like to clear the status of, navigate to the header of the side panel and tap the ‘Delete Colour Statuses’ button.
navigating to bom usage
BOM Usage is a function that gives you the ability to see where that component is being used on other products.
It’s useful when you’ve amended a BOM item and need to flush through those changes to the other items within other products, as opposed to individually going into each one and amending manually.
To enter the bom usage page, tap the usage icon on the component card.
To edit the information in the Bill of Materials, you don’t have to leave the usage popup, you can edit the information within the component card and push those changes through.
To edit the information you’ve previously entered on a component, tap the ‘Edit’ icon in the ‘action’ column, and start editing.
created and modified
To see who uploaded or modified the BOM component, hover over the information icon in the Action column, and it’ll show the details of when the component was uploaded, by who, as well as the date and time.
It’ll also show when it was last modified, by who, along with the date and time.
If you’re wanting to view information across multiple products, for a specific product supplier, component supplier, colourway, or colour reference, select options from the dropdown menus in the top table that is displaying the usage of the BOM component you selected.
Below the top table is a search bar that allows users to filter the bottom table results by typing in the product number or description.
When one of these is typed into the search bar, the bottom table will only show results relating to the typed search and hide the view of any other product numbers or descriptions that don’t relate to the search.
adding components to other products
To add the BOM component in the top table to a product that doesn’t have that BOM component in it, tap the + icon to the right of the search bar function.
If the component from the top table has been attributed to other products, you’ll be able to use the attribute filter to search more specifically by selecting one or more of the dropdowns.
Once you’ve selected from the attribute filter, the bottom table will show only results with the attributes you’ve selected in the filter.
To sync the data of a single product, on the right-hand side of the table, in the action panel column, tap the sync icon to apply the component data from the top table including the status of the selected product.
If you want to sync the component data, including the status from the top table to multiple products in the bottom table at once, select the checkboxes down the left side of the bottom table, and tap the ‘sync’ button, positioned to the right of the search bar function.
deleting components from another product
To delete a single component from another product, on the right-hand side of the table, in the action panel column, tap the delete icon to remove the BOM component displayed in the top table from the selected row in the bottom table.
If you want to delete the BOM component displayed in the top table from multiple products at once in the bottom table, select the checkboxes down the left side of the bottom table, and tap the ‘delete’ button, positioned to the right of the search bar function.
A popup will appear asking you if you’re sure you’d like to delete the displayed component in the top table from the selected products in the bottom table. If you select ‘Yes’, those rows will be removed from the bottom table, and that component will no longer exist within that product's Bill of Materials. If you select ‘No’, they will remain as they were previous to tapping the sync button.
The cell in the bottom table titled ‘Current Status’ shows the status of that Bill of Material component within that product.
This allows you to identify if you need to update that product when syncing the data from the top table including the status through to the same component within the BOM of the products in the bottom table.
navigating to testing requirements and reports for components
To access the testing section of a component within the BOM, locate the component and tap the testing icon. With the testing icon, you’re able to assign testing requirements and reports to specific suppliers, components, and colour reference combinations.
adding a testing requirement
Tap the + icon and a row within the table will appear.
Select a testing requirement from the testing code/description dropdown in the row.
edit testing requirements
If you want to add to the data within the components testing requirements/reports or amend/update the testing data, tap the edit icon in the action panel on the right-hand side of the table.
delete testing requirements
To delete a single testing requirement, on the right-hand side of the table, in the action panel column, locate the ‘delete’ icon, and tap it to remove this test requirement from the component.
If you’ve made a mistake, you can re-add the testing requirement by tapping the + button to the right of the search bar function.
If you want to delete multiple test requirements from the BOM component at once, select the checkboxes down the left side of the testing requirements, and tap the ‘delete’ button, positioned to the right of the search bar function.
A popup will appear asking you if you’re sure you’d like to delete the selected test requirements, if you select ‘Yes’, those rows will be deleted, if you select ‘No’, they will remain.
applying search filters
The filter icon can be used, similarly to the search bar function, to narrow the list of tests already assigned.
Tap the filter icon that is positioned second from the search bar function.
Select 1 or more filter options from the dropdowns, and tap ‘Apply’.
To remove the filters applied, tap ‘Clear’.
uploading a test report
To upload a test report, tap the upload icon in the action panel, and a popup will appear.
There are two ways of uploading a test report, you can either drag and drop the file into the grey box or tap the upload icon at the bottom right of the grey box.
Once you’ve uploaded the report, the file name will automatically be used as the name. If you want to change the name, overwrite this in the document name text box.
If the report has an expiration date, add this in the field next to the document name field, and tap ‘Add’.
previewing a test report
Once a test report has been uploaded, the preview icon allows you to view the uploaded test report. To view the document, tap the preview icon in the action panel.
renewing test reports
To renew a test report, tap the renew icon in the action panel, and a popup will appear.
There are two ways of renewing a test report, you can either drag and drop the file into the grey box or tap the upload icon at the bottom right of the grey box.
Once you’ve uploaded the new report, the file name will automatically be used as the name. If you want to change the name, overwrite this in the document name text box.
If the report has an expiration date, add this in the field next to the document name field, and tap ‘Renew’.
add to library
If you’ve added/updated a testing requirement/report within a product but want to sync the update through to the testing library for future use in newly added products, tap the ‘Add to Library’ icon in the action panel on the right-hand side of the table.
A popup will appear with the testing reference number pre-filled, tap the update button to apply these details to the library.
created and modified
To see who uploaded or modified the BOM component, hover over the information icon in the Action panel...
and it’ll show the details of when the component was uploaded, by who, as well as the date and time. It’ll also show when it was last modified, by who, along with the date and time.
approving/rejecting component testing
To approve or reject a component’s testing requirements/reports, select the checkboxes down the left side of the table, and select approve or reject from the footer of the popup.
Add the approval date, and the result, and optionally, you can make a comment for your suppliers and team to see. Once all information is entered, tap the update button.