How to Manage Bills of Materials (BOM) in Tracepos

The Bill of Materials (BOM) feature in Tracepos allows users to manage production-related materials and their associated components. This guide will walk you through how to use the BOM feature effectively to streamline your production process.

Accessing the Bill of Materials Page

1. Navigate to the Stock Management section in the Tracepos dashboard.
2. Select Production from the menu.
3. Click on Bill of Materials to access the BOM management page.

Features Overview

1. Viewing Bills of Materials

• The BOM table displays a list of all bills of materials, including:
  • Product: The product associated with the BOM.
  • Components: The materials or items required for production.
  • Quantity: The quantity of each component required.
  • Created By: The user who created the BOM.
  • Date: The date the BOM was created.
• Pagination:
  • Use the pagination controls at the bottom of the table to navigate through the list of BOMs.

2. Adding a New Bill of Materials

1. Click the Add Button:

• Click the + Add button (visible if you have the bill_of_materials_create permission).

• Enter the required details such as product, components, and quantities in the Add/Edit BOM form.

• Click the Save button to create the new BOM.
• If successful, the BOM will appear in the table.

3. Editing a Bill of Materials

1. Locate the BOM:

• Find the BOM you want to edit in the table.

• Click the Edit button (visible if you have the bill_of_materials_edit permission).

• Modify the necessary fields in the Add/Edit BOM form.

• Click the Save button to apply the changes.

4. Deleting a Bill of Materials

1. Single Deletion:

• Locate the BOM you want to delete in the table.
• Click the Delete button (visible if you have the bill_of_materials_delete permission).
• Confirm the deletion in the confirmation dialog.

• Select multiple BOMs using the checkboxes in the table.
• Click the Delete Selected button.
• Confirm the deletion in the confirmation dialog.

5. Filtering and Searching

1. Search by Product:

• Use the search bar to search for BOMs by product name or ID.

• Use the dropdown menu to filter BOMs by the user who created them.

• Use the date range picker to filter BOMs created within a specific date range.

Key Features

• Dynamic Table:
  • View, search, and filter BOMs in a responsive table.
• Add/Edit Form:
  • Easily add or edit BOMs using a user-friendly form.
• Bulk Actions:
  • Perform bulk deletions for multiple BOMs at once.
• Permission-Based Access:
  • Actions are restricted based on user permissions.

Permissions

• Add BOMs: Requires bill_of_materials_create permission.
• Edit BOMs: Requires bill_of_materials_edit permission.
• Delete BOMs: Requires bill_of_materials_delete permission.

Troubleshooting

• Save Button Disabled:
  • Ensure all required fields are filled in the Add/Edit form.
• Permission Issues:
  • Verify that your user account has the necessary permissions to perform the action.
• Filters Not Working:
  • Ensure the selected filters match the data in the table.