Import BOM from a CSV file
At Production planning -> BOMs -> Import from CSV it is possible to upload many bills of materials at once, e.g. a BOMs for separate products and/or multi-level BOMs. It's also possible to update existing BOMs via CSV upload.
What is CSV? CSV (Comma-Separated Values) is a universal format for importing or exporting tabular data. A CSV file can be obtained by saving/exporting e.g. an Excel file as CSV (Comma delimited) (*.csv).
When uploading the CSV file:
- Select and match the names of the fields corresponding to the columns in the data.
- Check the "The first row is heading" option if the first row of the file contains headers. Then the first row will not be imported.
- Select "Do not import" as the column type if some column is not to be imported.
- Click Import to upload the data into the appropriate fields of the database.
When uploading Bills of Materials, the fields that can be used are:
- Product - The product's ID number (article code), as in Stock -> Items. This is the "Product" to which the "Part" belongs to. The product's ID number is required on every row (this allows importing several BOMs for several products at once);
- Part - the part's ID number (article code), as in Stock -> Items. This "Part" belongs into the BOM of the "Product". This field is required;
- Quantity - the quantity per one unit of "Product".
If the produced quantity is greater than one unit of product, then this is quantity is proportional to the quantity produced (quantity of material = order quantity x "Quantity"). This field is required;
- Notes - any notes, e.g. handling instructions.
- Fixed quantity - a fixed (pre-defined) amount of item which is always consumed in a manufacturing order, not proportional to the order quantity. Available, if function Fixed quantity is enabled.
Example, importing 2 Bills of Materials:
|PROD-01||PART-01||5||BOM 1: raw material 1|
|PROD-01||PART-02||7||BOM 1: raw material 2|
|PROD-02||PART-15||3||BOM 2: raw material 1|
|PROD-02||PART-16||9||BOM 2: raw material 2|
|(Up to 3000 lines can be imported at once)|
Download a sample file: import-boms.csv
Updating existing Bills of Materials via CSV upload
At Production planning -> BOMs -> Import from CSV it is possible to update existing Bills of Materials by uploading a CSV file containing the new BOMs.
Upload the new bill of materials as described in the help section "Import BOM from a CSV file". If the product has a BOM, it will be replaced, if not, a new BOM will be created.
- If the imported file contains non-Latin characters, the file must be in UTF-8 (preferred) or Unicode encoding. If Excel is used to save the file, select the "Unicode Text (*.txt)" option in the "Save as type" field. Even though the extension of the file is TXT, it can be imported as a CSV-file.
- The limit is 3000 lines per upload. If the file is bigger, divide it into several smaller files.
- Since importing can be a question of trial-and-error, we strongly suggest making a back-up of the database before importing. In that case, if anything goes wrong, it is always possible to restore the previous session.
Issues when importing a BOM from CSV
There are three possible reasons for the issues when you import BOMs from a CSV file:
- Part numbers in the import file and in MRPeasy do not match. Please use only part numbers to refer to stock items.
- Some parts (or the product) have not been created. All stock items must exist in the software before importing BOMs.
- Incorrect formatting of the import file. Please check that the file contains a column with a product's part number and that this number is set on every line of the BOM.