Skip to main content

What it does

  • -Enables you to find specific BOMs by number, item name, status, or other attributes
  • -Lets you filter and sort the BOM list to zero in on active, disabled, or historical versions
  • -Provides direct links to open the full BOM profile for review or editing

Why it matters

  • -Saves time when working with a large library of BOMs
  • -Ensures you can quickly confirm which version of a recipe is in use
  • -Helps troubleshoot production issues by finding the correct BOM immediately
Prerequisites
  • At least one BOM has been created under Manufacturing > Bill of Materials > BOM List
  • You know at least one search criterion (e.g., BOM number, finished item name, status, “Applicable From” date)

​
1.0 Open the BOM List

  1. From the main menu, navigate to Manufacturing > Bill of Materials > BOM List.
  2. The BOM List page displays all submitted and draft BOMs. Columns typically include:
    • BOM No. (e.g., “BOM-Bottled Water-001”)
    • Item (the finished product name)
    • Quantity (default manufacture quantity)
    • Status (e.g., Active, Draft, Disabled)
    • Applicable From (date when this version is effective)

​
1.1 Use the Search Bar for a Quick Match

  1. Click the Search field at the top-right of the BOM List.
  2. Type any part of a BOM number or item name (e.g., “Water-001” or “Chocolate Bread”).
  3. Press Enter.
  4. The list refreshes to show matches where the typed text appears in either the BOM No. or Item columns.

​
1.2 Apply Filters for Granular Results

  1. Click Filter > Add Filter (usually to the left of column headers).
  2. Choose a field to filter by from the drop-down. Common filters include:
    • Item: Search by the finished product.
    • Status: Select “Active” or “Disabled” to narrow by BOM status.
    • Applicable From: Enter a date range to find versions effective within specific dates.
    • Quantity: Filter BOMs that produce a certain batch size.
  3. After selecting a filter field, choose the operator (e.g., =, >=, like) and enter the matching value.
  4. Click Apply. You can stack multiple filters to refine results further (e.g., Item = “Davana Bread” AND Status = “Active”).

​
1.3 Sort and Customize Columns

  1. Hover over any column header (e.g., BOM No., Item, Applicable From).
  2. Click the small arrow icon that appears to sort ascending or descending.
  3. To add or remove columns, click the three-dot menu (⋮) next to the column headers and select “Customize Columns”.
  4. Check or uncheck fields like Quantity, Status, or Cost to tailor the list view to your needs.
  5. Click Apply to update the visible columns.

​
1.4 Save and Reuse Filters

  1. After applying your desired filters and sorting, click Save Filter (usually at the bottom of the filter panel).
  2. Give the filter set a descriptive name (e.g., “Q2 2025 Active BOMs”).
  3. Click Save.
  4. In future sessions, open BOM List, click Filter ▶️ Saved, and select your saved filter set to reapply instantly.

​
1.5 Open the BOM Profile

  1. Once you locate the BOM row you need, click the BOM No. or Item link.
  2. The full BOM Profile opens in view mode.
  3. Review tabs such as Production Item, Operations, Costing, and Connections as needed.
  4. If you have permission to amend, click New Version or Edit to make changes.