Bill of Materials Overview - Smarter Sales & Inventory Management | Zayls

by Zayls
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Knowledge Base Production | Bill of Materials Overview

Bill of Materials Overview

Bill of Materials is a feature that enables the company to create a bundle of products that you wish to sell as a group. This assembles different products that you have in the record into just one product. For example, a food and drink bundle, or a gift basket containing multiple products.

Bill of Materials is closely related to the Products module since it involves product assemblies. This will be explained in the Create or Edit a Bill of Materials.

You can filter records in two ways:
  • Search by product name or sku
  • Using Filters

 

Search by name:
  1. Go to Search by product name or SKU box at the top of the Bill of Materials list.
  2. In the Search by product name or SKU box, type the name or SKU of the product you are searching for. The list will load the moment you stop typing.
Using Filters:
  1. Click Filters beside the Search by product name or SKU.
  2. The records can be filtered by the product’s name and/or status.
Export Bill of Materials to PDF or Excel:
  1. In the Bill of Materials Overview, click Export. 
  2. There are three Export options: Export to PDF, Export to Excel, and Export to Excel (Detailed). Click your desired format. 
  3. Upon clicking Export to Excel, an excel sheet will be automatically downloaded to your computer.