V8 - Bulk editing BOMs (bills of materials)

SOS Inventory's bulk editing process for BOMs can be used for items defined as an Assembly or Kit (item group) item type.

Editing assemblies and kits (item groups) via a BOM bulk edit

1. If you do not already have any existing bill of materials in SOS Inventory, manually enter one into the system. It will serve as an example for you to follow on the downloaded BOM spreadsheet. If you already have existing BOMs in SOS Inventory, skip this step and move to Step 2.
   1. Go to the Items list (Operations > Inventory > Items) and locate the item record for the assembly or item group for which you want to create a bill of materials.
   2. On the item record's Actions dropdown, choose Bill of materials.
   3. Select from the Item dropdown each component item needed and specify the quantity required of each component to build one assembly or item group. Enter a note when necessary for a particular component.
   4. Save and close when finished.
       
2. Go to Company menu > Export data > Standard > BOMs to get a copy of the spreadsheet with the current data and headers. 
   1. Go to the Columns section and select the button, Add all columns required for import. (Ignore the Filters and Options sections.)
   2. Under the Actions section:
      1. Choose the desired file type (Excel or CSV) from the Format dropdown. 
      2. Choose either Save as Excel/CSV (to download the export directly) or Send via email (to download the exported file as an email attachment).
          
3. If opening the spreadsheet in Excel and the exported format was also in Excel, you must unprotect the sheet prior to editing. Save a copy of the spreadsheet to perform your edits and keep the unedited original file as a backup.
    
4. Edit the file.
   1. Do not change any column headings.
   2. For each assembly:
      1. Enter (or edit) the Assembly (or kit) name, each Component, and the Quantity needed for each component to build one assembly. (See the sample screenshot below of the BOM spreadsheet for assembly 387450 - Flight Jacket - BL - LG and its component items as a reference.)
         1. If entering a new BOM, be sure that the spelling, case, and any spacing you use on the spreadsheet for the item names match that of the corresponding item names in SOS Inventory.
         2. If you use categories and chose to keep the Find items by short name setting disabled: as previously mentioned in the Tip under this section, you must add the appropriate category name, followed by a colon, as a prefix to the item name. Format: category:item (with no space after the colon). For example, Jewelry:Oval sapphire ring.  If subcategories are used, the format is category:subcategory:item.
         3. Enter the name of each assembly or item group only one time. Do not repeatedly enter it for each component within the same assembly or item group.
      2. Enter Notes if needed.
         
         
          
      3. Do not edit the data in the LineNumber and SosAccount columns, as they are supplied by the system.
          
5. Save when finished.
    
6. Import your data.
   1. Go to Company menu > Data tools > Import data.
   2. Under the Importing dropdown, choose BOMs.
   3. Under the File field, choose the file you wish to import.
   4. Select Preview. SOS will display the first 10 lines of data so you can check to ensure that the correct file of data is being uploaded.
   5. If the Preview looks correct, select Import.

SOS Inventory will send a notification indicating whether the import was successful or failed.