BOM with Parameters / Matrix BOM

Using parameters and values to define product variations

With this functionality, it is easier to enter families of products so that it is not necessary to enter different BOMs for each combination. For example

  • Products with variations, e.g. garments which have variations in size and color.
  • Products with configurations, e.g. electronics which uses a few different parts based on setup.
  • Products in different packages, e.g. food, ice-cream which is produced in bulk and then packaged into many different standard packages; or fasteners, nails which are produced thousands at a time, but then packaged into different boxes in different quantities.
  • Etc.

A Matrix BOM has three components:

  1. Parameters - which have a set number of values.
  2. Relations - which connect parameter's values to specific stock items.
  3. A Bill of Materials - where Parameters and Relations can be utilized instead of specific items.

Jump to:

  1. How to enable BOM with Parameters / Matrix BOM?
  2. What do parameters, values, relations, and variations mean?
  3. How to set up a BOM with parameters for an item?
  4. Examples of setting up Matrix BOM.

Enabling BOM with Parameters / Matrix BOM

To use this function, turn it ON at Settings -> System settings -> Professional functions -> Matrix BOM: Yes.

The following settings are possible:

  • Auto-creation of variations – If no, only pre-defined variations for a product are allowed to be used. If yes, the software creates variations that have not been defined earlier.
  • Variation part numbers – If yes, each variation will have a unique part number. If no, all variations will share the same part number.
  • Separator – if variations have separate part numbers, this character is used to connect parameter numbers to the respective part number.

Then sections Parameters and Relations become available in Stock -> Stock settings.

Matrix BOM terminology

  • Parameters - one parameter is one variable of a product, a common example of a parameter is Size, where for each size the clothing item is bigger or smaller, has more or less fabric.
  • Parameter values - parameter values are individual possible settings for a parameter. For parameter Size, the values are: S, M, L, etc.
  • Relations - when a parameter's value changes the raw material used, then the relation connects a specific parameter value to a specific stock item. For example, a common parameter Package has different values: Small box, Medium box, Large box. The Relation connects each value to a corresponding stock article, e.g. Small box -> #A-01 small carton 10x10x10 Medium box -> #A-02 medium carton 20x20x20, etc.
  • Variations - one variation corresponds to one final product with a certain combination of parameter values. E.g. a shirt Size: S, and Color: Red.

Setting up product variations with Matrix BOM

  1. In Stock -> Stock settings -> Parameters, the parameter(s) must be configured – name, all possible values and their codes, and whether the quantities of parts change according to parameter's values.
  2. If a parameter's value (or combination of different parameters' values) swaps the individual materials of the product, Relations must be configured in Stock -> Stock settings -> Relations. The objective of the Relation is to define the connection between parameter values and stock articles.
  3. Add the parameter(s) to the product.
  4. A subsection Variations appears in Item details. Define allowed values of the parameter(s) for that product in this subsection, i.e. allowed combinations.
  5. Create the Bill of Materials.
  6. If some parameter modifies the quantities of raw materials, then extra fields appear in the BOM for entering the corresponding quantity for every parameter value.
  7. If a different part is to be used in the BOM according to different parameter values, then choose the relation to represent the part which will be swapped. This relation represents all these parts, and the correct one is chosen according to parameter values.
  8. Create the Routing as normal. The routing is shared among all variations.

Now Matrix BOM is set up. When creating a CO or MO, choose the product and then the exact values of its parameters.

Matrix BOM examples

Watch the demo video here: https://youtu.be/jZ3SSUzLiIM.

Example 1, an electronics product with different power supply units (strategy 1)

There is one parameter:

  1. Power - different values correspond to different Power Supply Units (PSUs). Values: 200W, 500W, 1000W, ...

One relation is set up, which relates the Power parameter values to the PSU items:

Relation: "Power parameter to PSUs"
"Power" value Corresponding PSU
200W #A-01, PSU 200W
500W #A-08, PSU 500W
1000W #A-14, PSU 1kW
... ...


The Bill of Materials will need to be set up as follows:

Product group Part Notes

Quantity

Parts PCB board   1
Parts Capacitor 10uF   20
  Relation "Power parameter to PSUs"   1
... ... ... ...

Example 2, an electronics product with different power supply units (strategy 2)

There is one parameter:

  1. Power - different values correspond to different Power Supply Units (PSUs). Values: 200W, 500W, 1000W, ...

The Power parameter is configured as This parameter changes the quantities of raw materials: Yes.

No relations are configured.

The Bill of Materials will need to be set up as follows:

Product group Part Notes

Quantity
200W

Quantity
500W

Quantity
1000W

...

Parts PCB board   1 1 1 ...
Parts Capacitor 10uF   20 30 40 ...
PSUs #A-01, PSU 200W   1     ...
PSUs #A-08, PSU 500W     1   ...
PSUs #A-14, PSU 1kW       1 ...
... ... ... ... ... ... ...

Example 3, a clothing item in different sizes, fabrics, and colors

There are 3 Parameters:

  1. Size - affects the quantities of materials consumed. Values: S, M, L, ...
  2. Fabric - affects which material will be consumed together with Color. Values: Red, Blue, ...
  3. Color - affects which material will be consumed together with Fabric. Values: Cotton, Linen, ...

The Size parameter is configured as This parameter changes the quantities of raw materials: Yes.

One Relation is set up, which relates the Fabric and Color values to specific materials.

Relation: "Fabric-Color to material"
"Fabric" value "Color" value Corresponding material
Cotton Red #A-01, Red cotton
Cotton Blue #A-08, Blue cotton
Linen Red #A-14, Red linen
... ... ...


The Bill of Materials will need to be set up as follows:

Product group Part Notes

Quantity,
Size S

Quantity,
Size M

...

  Relation "Fabric-Color to material"   1 1.5 ...
Accessories Accessory 1   1 1 ...
Belts Belt 1   1 1.2 ...
... ... ... ... ... ...