This guide explains how to access multiple BOMs in one action. This is useful when wanting a summary of Bill of Materials within a selected time frame. The summary can be accessed from the Current Orders and Pending screens.
1. FROM PENDING LIST: From the main menu, click on "Pending".
2. Click the date field to set the required date range.
3. Click the Pending List Menu.
4. Select "View All BOM" from the drop down menu.
5. The pop up screen will display all orders within the selected time frame. All will be checked but can be unchecked if not needed.
Click "View Bill of Materials" to proceed.
6. View the Bill of Materials Summary. This can be downloaded and/or printed.
The top of the document shows combined information.
7. The materials are then separated by order underneath.
8. FROM CURRENT ORDERS: Select 'Current Orders' from the Customer section of the main menu.
9. Select the date range for the report. Click the check box next to an order.
10. The 'bulk actions' menu will now be displayed. Check off the selected orders or use the top checkbox to select all orders.
11. Click "Bulk Actions" and select "View Bill of Materials" from the menu options.
12. As before, the Bill of Materials Summary will be populated.
