Cloudy Revenue Inventory Knowledge Base

BOM Line Creation Steps

Step 1: Navigate to the Bill of Material

Open the required Bill of Material record.

Navigate to the Line Editor tab.

Step 2: Add a New Product

Click Add New Product to create a new BOM Line.

Step 3: Enter BOM Line Information

Provide the required details:

• Product
• Stock Item
• Required Quantity
• UOM
• Issue Method
• Allow Substitution
• Is Optional
• Scrap Percentage
• Sequence Number
• Parent BOM Line (Optional)
• Notes

Step 4: Save the BOM Line

Click Save to add the component to the Bill of Material.

Repeat the same steps to add all required manufacturing components.

Best Practices

• Create BOM Lines only after creating the parent Bill of Material.
• Define accurate Required Quantity and UOM for every component.
• Use Backflush for automatically consumed components.
• Enable Allow Substitution only for approved alternative materials.
• Mark components as Optional only when they are not mandatory.
• Configure Sequence Number to maintain the correct manufacturing order.
• Define Scrap Percentage for better material planning.
• Review BOM Lines before activating the Bill of Material.
• Keep BOM Lines synchronized with Product and Stock Item records.
• Update BOM Lines whenever engineering or manufacturing specifications change.