Upload Bill of Materials (BOM)

A Bill Of Materials (BOM) is a list of raw materials, sub-assemblies, or any labor that goes into the Manufacturing of an Item. The materials from a BOM get consumed to produce the manufactured good.

Use the Bill of Materials module to create a BOM for an item.

Use the Batch Upload Bill Of Materials module to batch upload the BOMs in the system.

Uploading the Bill Of Materials

Follow the steps below to upload the bill of materials.

  • Download the latest CSV template from the “Batch Upload Bill Of Materials” module.

  • Copy the BOM information into the CSV template.

  • Upload the updated CSV template into Xoro.

Downloading the CSV template

  • Go to the “Batch Upload Bill Of Materials” module using the search menu.

  • Click on the “Download Template“.

Copying the information into the template

Once you’ve downloaded the template file, you can copy your data using any spreadsheet software. There are columns that you must complete and others that are optional. Mandatory fields are marked with a double asterisk (**) prefix.

Below are some points to be noted when entering the data into the template.

  • The file must be a CSV (Comma-separated values) file. The name of your file must end with csv.

  • Make sure you don’t change any column headings from row 1 in the template; these are needed for the file to import correctly.

  • All date fields will accept the MM-DD-YYYY format.

  • Be mindful of any leading zeros in your data; some spreadsheet software will trim them automatically without notifying you. This can be resolved by ensuring your columns have correct formatting.

  • Sometimes long numbers are formatted as scientific notation. Be sure to change the formatting on this data to display these long numbers correctly.

If you’re importing more than 5,000 records, we recommend you split up the file.

Upload Bill Of Material Template Fields

Column Name
Data Type
Description

**BomName

Text

Give a name to the Bill Of material.

**BomItemNumber

Text

Enter an item that this bill of materials is for. Note that only items that are configured as manufacturable will be fetched in this field.

BomItemDescription

Text

Add Description of the BOM Item in this column.

Memo

Text

This field allows you to add notes or any additional information related to the bill of material. This allows you to add important details or instructions that need to be considered during the manufacturing or assembly of the product.

Revision

Text

If you are uploading a BOM Revision, enter the revision number here.

EstimateTimeMinutes

Numeric

Enter the approximate time (in minutes) it takes to produce this item.

ValidFromDate

Numeric

Enter a date from where the validity of this BOM starts.

ValidToDate

Numeric

Enter a date from the validity of this BOM ends.

**RawMaterialSku

Text

Enter the raw material SKU number for the BOM. Please note that only items configured as raw materials can be added.

Description

Text

Add a description for the raw material item.

Instructions

Text

Add the manufacturing instructions for the raw material.

**Qty

Numeric

Enter the number of units of the raw material added.

ServiceUnitCost

Numeric

This field allows you to input the unit cost of the Service/Non Inventory Item added in the BOM.

OneTimeItem

Text

Enter “Y” if this item is only consumed once during the manufacturing process, regardless of the quantity being produced.

PPENotes

Text

This field allows you to add specific instructions or information related to Personal Protective Equipment (PPE) that should be followed during the manufacturing or assembly of the product.

IsRevision

Text

If this is set to “Y”, then the Bill Of Material will be uploaded as a revision to the existing BOM.

Please Note:

  • If this is marked as true, then the columns “Revision”, “ValidFromDate”, and “ValidToDate” fields are required.

  • The revision will only be created if a Bill of Material exists.

  • If BOM does not exist, the upload will create a BOM and not a revision.

PreventSubMo

Text

Enter "Y" to prevent auto-creation of sub-MO for this item line even if inventory is short when releasng the MO.

ImportError

Text

If there any errors from an upload, they will be listed in this column.

Uploading the template

Once you have filled the CSV file with your data, you can follow the steps below to upload it into Xoro:

  • The Default values for required columns can be configured before the upload.

  • Please check the defaults before uploading BOM(s).

  • If the data in the template is blank or incorrect, then the uploader will fall back and use these specified default values.

  • Click Browse to select the saved CSV template file.

  • After the file has been selected, click on Upload to start importing.

  • While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar.

  • After the import has been completed, the result will be displayed with the message for success or error (if any).

  • BOM will only get uploaded into the system if there are no errors in the file. If there are errors in the file, you can download the error file, fix the errors in the original file, and upload it back into Xoro.

  • You can check the uploaded BOM(s) from the BOM Centre module.

Scheduling the Upload

XoroERP allows you to schedule the upload of your bill of materials (BOM). This feature is particularly useful for managing large datasets or performing uploads during off-peak hours to minimize disruption.

To schedule the upload, click on the upload dropdown and select “Schedule Import”.

The Job Scheduler window will populate. Fill in the details and click “Save” to schedule the BOM import.

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