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Import Assemblies and Bill Of Materials

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This import is ONLY available if the Production module is enabled. 

Before You Begin

Read the following topics to understand the correct process details and avoid common errors:

Importing Assemblies

  1. Go to Production | Import/Export | Assemblies
  2. Click Download Assemblies template file.
  3. Enter data in the template format. For field definitions, see Import Assemblies field definitions
  4. Save the file.
  5. Drag and drop the file or click to upload.

 

Exporting Assemblies

  1. Go to Production | Import/Export | Assemblies
  2. Click Export Assemblies

A CSV file will be created with all the Assembly details.

 

Note: You will be able to update the custom status of assemblies using Import / Export Assemblies feature. Status of completed assemblies cannot be changed.

 

Importing Bill Of Materials

  1. Go to Production | Import/export | Bills of Material
  2. Click Download Bill of Materials template.
  3. Enter data in the template format. The figure illustrates an example of how to enter the field values. For field definitions, see Import Bill Of Materials field definitions
  4. Save the file.
  5. Drag and drop the file or click to upload.

Exporting Bill Of Materials

  1. Go to Production | Import/export | Bills of Materials.
  2. Click Export Bills of Materials

A CSV file will be created with all the BOM details.

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