Follow this stage in order
01 · Projects and Product Families
Use the recommended hierarchy to keep products, reporting, and future growth organised. Covers: project, product family, product, variant.
02 · Create Components
Create the material and part records that will be used in Product BOMs and shop-floor validation. Covers: define component, choose tracking type.
03 · Create Products and Variants
Create finished-product definitions and decide when Variants are useful. Covers: create product, add optional variants, add bom entries, save draft bom.
04 · Build the Bill of Materials
Define exactly which Components and quantities are required to build the Product. Covers: select product, add components, set quantities.
05 · Activate a BOM Version
Move the reviewed BOM from draft to the active production version required by Routing. Covers: draft bom, review, approve, release, active bom.
Why the order matters
Each numbered topic prepares information used by the next one. Complete its readiness check before continuing.