Creating Bill of Materials for Handling Case Quantities

Purpose

Creating a Bill of Materials into case sizes lets you create products with multiple packages that each contain multiple units, accounting for all inventory items used at once.

When your products are pre-packaged into case sizes, this speeds up fulfillment and streamlines your inventory counts.

If needed, see Create Items in Your Item Master or Duplicate an Item to Create a New Item first.

Access BOMs

Via Existing Items

1. Go to Manage Settings.
2. Click the Inventory tab.
3. Type in the search line to locate the item.
4. Click Bill of Materials.

5. If the item does not have an enabled BOM, click Create or Clone an existing Bill of Materials.

6. If a BOM has already been created for the item in single units, click one of the following: Actions > Create New BOM or Actions > Clone This BOM.

Via Existing BOMs

1. Go to Manage Settings.
2. Click the Inventory tab.
3. Click the Items dropdown menu and select All BOMs.

4. Find the Bill of Materials you'd like to Edit or Clone.
5. Click one of the following: Actions > Create New BOM or Actions > Clone This BOM.

Set Up a Case Size BOM

METRC and BioTrack

Note: For compliance-integrated Flourish instances, set the number of units as your case size. Example: If the case size is 30 'eaches,' Qty to Create = 30, not 1 'case.'

1. Enter the case quantity, or number of units in a case, in the Qty to Create field. Add components by clicking +Add New Detail. You can add an Item or a Category to the components list. Selecting a category lets you choose any active package of that category when creating new inventory using the BOM.

1. Click the green check mark to save the line item component.

2. Once you've added or modified your product components, click Save. You're done.

Related Articles

• Creating a Bill of Materials - BOM
• Creating Inventory using Bill of Materials
• Create Items in Your Item Master
• Duplicate an Item to Create a New Item