The Bill of Materials provides a breakdown of the Materials, Machines, and Labors required to produce each Product on an Estimate or Order. It is available on the Estimate or Order, where QTY, Cost, Price, and Margin show the estimated usage and price of each Component. Components follow the same sequence as the Line Item, which keeps the cost review aligned with how the Product is built.
Table of Contents
- Opening Bill of Materials
- Reading the Bill of Materials
- Making Adjustments in Settings
- Updating the Bill of Materials
- Related Articles
Navigate to Sales / Orders, or Sales / Estimates, and select the specific Order or Estimate.
Note: The examples use an Order. The Bill of Materials is opened and read the same way on an Estimate.
Opening Bill of Materials
The Bill of Materials opens from the Order screen, or from Line Item Details.
Order screen:
1. Click the Bill of Materials icon.
Line Item Details:
1. Select the Line Item.
2. Click the Bill of Materials icon.
Reading the Bill of Materials
Read the Sales BoM from the tabs, then each Line Item, then the QTY, Cost, Price, and Margin columns.
a. These tabs switch between Sales BoM, Production BoM, and Estimate vs Actual.
- Sales BoM shows the Cost, Price, and Margin for each Component. The footer lists Subtotal, Order Discount, Order Fees, Destinations, Pre-Tax Total, Tax, Total, Total Paid, and Balance.
- Production BoM groups Components with Group By. Line Item lists Components under each Line Item. Component Type groups them as Assembly, Material, Machine, Machine Time, and Labor. All lists every Component. Exclude Vended Line Items hides Vended Line Items from this view.
- Estimate vs Actual shows Est. Cost and Est. Qty for each Component. Enter the amount used in Actual. Difference compares the estimated quantity with the actual quantity.
b. The expansion arrow on a row, or Expand All, shows the Components for each Product. Expand All changes to Collapse All when the rows are open.
c. The More Actions menu includes Open in Settings.
d. Each Line Item is listed with its Line Item number. Components under that Line Item follow the same sequence as they appear on the Line Item.
Note: Modifiers have a separate Price and Margin. When the Product includes a base price, a Parent Base Price row appears under the Product.
f. QTY is the quantity of that Component. Review whether the quantity is correct for the Line Item.
g. Cost is the cost for the quantity listed. Review whether the Cost is correct for that quantity.
Note: Hover over the Cost on the line to see the cost of each unit. See the example.
h. Price is the price for that row. When the QTY and Cost are correct, the Price matches that quantity and cost.
Note: For more information on the difference between Cost and Price, see Cost vs. Price.
i. Margin is the difference between the Cost to produce the Product and the Price at which it is sold, shown as a percentage. Reviewing the margin shows whether the Product price matches its Component costs.
Example: Hovering over the Cost of Digital Press Prints shows $0.12 each. The Cost for fifty is $6.07. The Price is $125.00, which is a 95.14% Margin.
Making Adjustments in Settings
A discrepancy on the Bill of Materials is corrected in Settings for that Component.
1. Click the More Actions menu on the row.
2. Click Open in Settings.
Note: This opens the Settings screen for this item in a new tab. Save the changes there.
Updating the Bill of Materials
After a change in Settings, the Bill of Materials reflects that change when the Line Item is recalculated. Change a value on the Line Item, then change it back.
Example: Change the quantity to 2, then change it back to 1. When you open the Bill of Materials again, it reflects the changes saved in Settings.