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How to use a Bill of Materials

Create Bill of Materials to organize parts and help technicians find the right used parts easily during service.

Florian Van halewyn avatar
Written by Florian Van halewyn
Updated today

A Bill of Materials is a way of organizing the parts you have in stock. When you're using spare parts for your service activities, you'll probably want a way of organizing these parts to make them easy to use by your technicians. The Bill of Materials gives you a way of linking parts to Equipment Models, with the underlying idea being that the parts you've selected are the ones you would use as replacement parts when servicing Installations of that Equipment Model.

Steps to Create a Bill of Material:

  1. Go to Settings and click on Setup Equipment.

  2. In the Bill of Material tab, click the Add button.

  3. Select the required Equipment Type, Brand, and Model.

  4. Click on Plus (+) parts and select a group( make sure you have created a group in the Bill of material group tab). This opens a product panel for you to add parts.

  5. Search for products, and use the Pen icon on a product to edit it, enter the quantity, and click the Mark icon (✓). Add as many parts as needed.

  6. Save and close the product panel, then click Save to finalize the BOM.

When one of your technicians then uses their Field Service App to complete a Work Order on an Installation of that Equipment Model, he can make use of the 'Bill of Materials' filter when selecting used parts. This filter lists all the parts in the Bill of Materials for that Equipment Model, and the technician can just scroll through the list and selected the parts he's used, without having to manually search every part in the app.

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