Importing and exporting BOMs

Introduction

ParagonERP allows you to import and export the BOM (bill of materials) of a product. This can be useful when you want to add to or edit your product BOM information across multiple products at once. Here, we'll walk you through on how to import and export the quantity, description and cost of a material (or materials) in the BOM of the product.

Export BOM file

From any screen go to the settings button at the top right corner.

Go to the reports & data system card and click export.

Select product BOM from the drop list.

Click export and the file will download.

You will now be able to open and edit the exported file. Here is a sample:

Import BOM file

After you have made adjustments to your product BOM file it can be saved and imported into the system. Make sure that your file is correctly formatted before uploading.

From any screen go to the settings button at the top right corner.

Go to reports & data system card and select import.

Select product BOM from the drop list.

Select the file you want to import and click upload.

Once the file has been successfully uploaded, you will be notified. If there is an error with importing, you may need to edit your file.

Click done when the file has finished importing.

The product BOM in the system will now be updated based on the file that was just uploaded.

Export/import custom BOM

In screen setup you can use the advanced settings module to allow certain transactions to have a custom BOM (invoice, order, quote, purchase order, and work order). These are the transactions that will show up in the list to be exported and imported.

Once you have exported your file, you will be able to edit: total quantity, UOM, cost, and attributes. For this example we will change the UOM and quantity.

Once you have made your changes, save and Import to Paragon using invoice custom BOM. When the process is complete, navigate to the invoice screen to view your changes in the custom BOM.

Adding a new item to the custom BOM

If you decide to add a new item to the custom BOM, leave the line number blank and a new line will be created when your file is imported.

What's next?

Here are more articles related to product bills of material that you may find helpful:

Creating product bom's

Copy a bom when copying a product

Workorder costing from bom