Define Products and Materials

Organise products, create components and variants, build BOMs, and choose the correct material tracking approach.

Follow this journey 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 and Update Materials in Item Master

Create material and part records in Item Master, update allowed details, and open their inventory tracking history.

03 · Create Products and Variants

Create finished-product definitions and decide when Variants are useful. Covers: create product, choose product family, add optional variants.

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: open draft bom, review items, release and lock.

06 · Track Serial, Lot, and Mixed Materials in Item Master

Receive and trace Item Master materials by lot, serial, quantity, or a mixed tracking model. Covers: lot-tracked input, serialised input.

Why this journey matters

Organise products, create components and variants, build BOMs, and choose the correct material tracking approach.

Follow the pages in order for a first implementation. Experienced teams can open a specific page when validating or troubleshooting an existing process.

Define Products and Materials

Organise products, create components and variants, build BOMs, and choose the correct material tracking approach.

Follow this journey 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 and Update Materials in Item Master

Create material and part records in Item Master, update allowed details, and open their inventory tracking history.

03 · Create Products and Variants

Create finished-product definitions and decide when Variants are useful. Covers: create product, choose product family, add optional variants.

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: open draft bom, review items, release and lock.

06 · Track Serial, Lot, and Mixed Materials in Item Master

Receive and trace Item Master materials by lot, serial, quantity, or a mixed tracking model. Covers: lot-tracked input, serialised input.

Why this journey matters

Organise products, create components and variants, build BOMs, and choose the correct material tracking approach.

Follow the pages in order for a first implementation. Experienced teams can open a specific page when validating or troubleshooting an existing process.

Define Products and Materials

Follow this journey in order

01 · Projects and Product Families

02 · Create and Update Materials in Item Master

03 · Create Products and Variants

04 · Build the Bill of Materials

05 · Activate a BOM Version

06 · Track Serial, Lot, and Mixed Materials in Item Master

Why this journey matters

Website builder

Marketplaces

Fulfilment & supply chain

Retail solutions

AI for Business

AI for Developers

Company

Brand Resources

Manufacturing solutions

Business sizes

Define Products and Materials

Follow this journey in order

01 · Projects and Product Families

02 · Create and Update Materials in Item Master

03 · Create Products and Variants

04 · Build the Bill of Materials

05 · Activate a BOM Version

06 · Track Serial, Lot, and Mixed Materials in Item Master

Why this journey matters