User Manual

BOM with Parameters / Matrix BOM

Using parameters and values to define product variations

The BOM with Parameters / Matrix BOM functionality is an extremely powerful feature, which allows:

  1. managing a large set of configurations of a product,
  2. easily configuring products with many variations,
  3. configuring parameters and variations for a product,
  4. automatically generating Bills of Materials for each configuration/variation according to selected parameter values,
  5. selecting parameter values / configurations from drop-down fields.

Some usage examples:

  • Products where parameters change used materials, e.g. garments which have variations in size and color.
  • Machines, industrial equipment, electronics, bicycles, etc. which uses different parts based on setup/configuration.
  • Chemicals, beauty products, pharmaceuticals, food, etc, e.g. ice-cream which is produced in bulk and then packaged into many different standard packages;
  • Bulk products such as fasteners, nails which are produced thousands at a time, but then packaged into different boxes in different quantities.
  • Etc.

Jump to:

  1. How to enable BOM with Parameters / Matrix BOM?
  2. What do the 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.
  5. Demo Video: BOM With Parameters (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 (Yes/No): 
    - If yes, it is possible to choose all parameter values in any combination from drop-down fields when looking up the product (e.g. when entering a CO or a MO), and the software creates the variations that have not been defined earlier. 
    - If no, only pre-defined variations on the item's details page of a product are allowed to be used. 
  • Variation part numbers (Yes/No): 
    - If yes, each variation will have a unique part number, each parameter value must have a unique code, which will be added as a suffix to the main part number. E.g. for value Large suffix is added to part number A01 -> A01/L.
    - If no, all variations will share the same part number.
  • Separator: a symbol which is used in-between parameter value codes which are added to the product part number. E.g. "/" is used in A01/L, where represents value Large.
    If variations have separate part numbers, this character is used to connect/separate parameter codes which are added as suffixes to the main part number.
  • Variable selling prices (Yes/No):
    - If yes, it is possible to set price adjustments for particular parameter values which affect the base sales price of the item. When creating a customer order or an invoice, the software will add price adjustments to the selling price, if it is taken from stock item's details. Please note that if a custom selling price is defined in a price list, then this price has a priority over selling price from item's details and price adjustments.

If turned on, then

  • sections Parameters and Relations become available in Stock -> Stock settings;
  • column Parameters can be enabled in tables, which display a list of items (e.g. Stock -> Items); this column displays the combination of parameter values of the specific product variation the line in the table refers to;
  • parameters can be defined for stock items at the item details page;
  • the Variations section becomes available in the item details page, for items which have saved parameters;
  • Relations can be used in BOMs as line items;
  • if some parameter values change quantities of raw materials, additional columns will appear on the BOM, for each variation of the parameter(s) value;
  • specific parameter values of the product can be chosen when looking up the product (e.g. when entering a Customer Order, or a Manufacturing Order), as a result, the software will generate the BOM of this specific variation, and track this variation separately.

Matrix BOM terminology

Matrix BOM has four core components: parameters, parameter values, relations, and variations. 

  • Parameters - a parameter is one variable of the product.
    Different parameter values can change the specific raw materials used, their quantities, or both:
    - If a parameter does not affect quantities of raw materials, then only the raw materials themselves can change according to chosen parameter values (via a relation).
    - If it does, then extra columns will appear on the BOM, where you must define quantities of raw materials for each parameter value. (Leave the quantity field empty, if quantity is zero for a given parameter value.)
    A common example of a parameter is Size, where for each size value the clothing item uses more or less fabric.
  • Parameter values - parameter values are individual possible settings for a parameter.
    Parameter values can have individual codes, which are added as a suffix to the part number.
    Parameter values can change the base sales price of the item.
    E.g. for parameter Size, the values are S, M, L, etc. 
  • Relations - if parameters values must change the raw material used, then the relation connects specific parameter values to specific stock items.
    One relation swaps out one part only (one line in the BOM). If a specific combination of parameters changes several parts (several lines in the BOM), you must create several relations, one for each part (line in the BOM).
    E.g., 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 is one specific variation of the product.

Setting up product variations with Matrix BOM

  1. In Stock -> Stock settings -> Parameters, the parameter(s) must be configured.
  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.
  3. Add the parameter(s) to the product in the item details page, and save.
  4. A subsection Variations appears in the item details. Select the allowed values of the parameter(s) for that product in this subsection, i.e. choose the allowed combinations.
  5. Create the Bill of Materials.
  6. If some parameter modifies the quantities of raw materials, then extra columns appear in the BOM for entering the corresponding quantity for every parameter value. (Leave the quantity field empty, if quantity is zero for a given parameter value.)
  7. When a part is also parametrical, and the product and the part have the same parameters, then when creating a BOM for the product, select the part without selecting particular parameter values.
    When creating a MO, MRPeasy will use parameter values of the product to select the particular variation of the part. All possible variations of the parts must be created earlier.
    This is a multi-level Matrix BOM.
  8. If a different part is to be used in the BOM according to different parameter values, then choose the relation as the line item to represent the part which will be swapped. The correct part is input according to chosen parameter values.
  9. 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

Jump to an example:

Example 1. A parameter value changes a part in the BOM via one relation

  • This example explains how one parameter can change the parts or raw materials of a product via a relation.
  • In this specific example, an electronics product can have different power ratings, thus power is considered as a parameter, and each value would correspond to a different used Power Supply Unit (PSU).

Step 1. There is one parameter set up at Stock -> Stock settings -> Parameters:

  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: No.

Step 2. One relation is set up at Stock -> Stock settings -> Relations, 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
... ...

Step 3. At the item's details, the one parameter is chosen: Power. And the item is Saved.

Step 4. Allowed variations are added by clicking the + button in the Variations section of the item's details, which just became available.

Step 5. The Bill of Materials will need to be set up as follows for the item:

Product group Part Notes Quantity
Parts PCB board   1
Parts Capacitor 10uF   20
  Relation "Power parameter to PSUs"   1
... ... ... ...

This means that if you choose Power value:

  • 200W - the BOM will contain 1 "PSU 200W";
  • 500W - the BOM will contain 1 "PSU 500W";
  • 1000W - the BOM will contain 1 "PSU 1kW".
  • All other parts are common among all variations.

Step 6. The Routing of the product, defined in the item's details, is shared among all variations.

Finished. Now you can plan production and sell these items. The parameter values can be chosen when choosing the product from any product choice field. Each variation is separately tracked in stock (don't forget to enable the Parameters column).

Example 2. A parameter value adds or changes several parts in the BOM via several relations

  • This example explains how one parameter can change several parts or raw materials of a product, by applying several relations to one parameter.
  • In this specific example, an electronics product can have different power ratings, thus power is considered as a parameter, and each value would correspond to a different used Power Supply Unit (PSU).
  • For each PSU a specific controller corresponding to the PSU must also be used in the BOM.

Step 1. There is one parameter set up at Stock -> Stock settings -> Parameters:

  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: No.

Step 2. Two relation is set up at Stock -> Stock settings -> Relations, one which relates the Power parameter values to the "PSU" items, other which relates the Power parameter values to "Controller" 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
... ...

 

Relation: "Power parameter to Controllers"
"Power" value Corresponding PSU
200W #A-02, Controller A
500W #A-09, Controller B
1000W #A-15, Controller C
... ...

Step 3. At the item's details, the one parameter is chosen: Power. And the item is Saved.

Step 4. Allowed variations are added by clicking the + button in the Variations section of the item's details, which just became available.

Step 5. The Bill of Materials will need to be set up as follows for the item:

Product group Part Notes Quantity
Parts PCB board   1
Parts Capacitor 10uF   20
  Relation "Power parameter to PSUs"   1
  Relation "Power parameter to Controllers"   1
... ... ... ...

This means that if you choose Power value:

  • 200W - the BOM will contain 1 "PSU 200W" and 1 "Controller A";
  • 500W - the BOM will contain 1 "PSU 500W" and 1 "Controller B";
  • 1000W - the BOM will contain 1 "PSU 1kW" and 1 "Controller C".
  • All other parts are common among all variations.

Step 6. The Routing of the product, defined in the item's details, is shared among all variations.

Finished. Now you can plan production and sell these items. The parameter values can be chosen when choosing the product from any product choice field. Each variation is separately tracked in stock (don't forget to enable the Parameters column).

Example 3. A parameter value changes the item and part quantities in the BOM via a parameter which changes quantities of raw materials

  • This example explains how one parameter can change the quantities and/or parts or raw materials of a product, without the use of a relation.
  • In this specific example, an electronics product can have different power ratings, thus power is considered as a parameter, and each power value would correspond to a different used Power Supply Unit (PSU).

Step 1. There is one parameter set up at Stock -> Stock settings -> Parameters:

  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.

Step 2. No relations are configured at Stock -> Stock settings -> Relations.

Step 3. At the item's details, the one parameter is chosen: Power. And the item is Saved.

Step 4. Allowed variations are added by clicking the + button in the Variations section of the item, which just became available.

Step 5. 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 ...
... ... ... ... ... ... ...

This means that if you choose Power value:

  • 200W - the BOM will contain 1 "PSU 200W", 20 capacitors, and a PCB board;
  • 500W - the BOM will contain 1 "PSU 500W", 30 capacitors, and a PCB board;
  • 1000W - the BOM will contain 1 "PSU 1kW", 40 capacitors, and a PCB board.

Step 5. The Routing of the product, defined in the item's details, is shared among all variations.

Finished. Now you can plan production and sell these items. The parameter values can be chosen when choosing the product from any product choice field. Each variation is separately tracked in stock (don't forget to enable the Parameters column).

Example 4. Several parameter values combine to change a part and quantities in the BOM. Relations and parameters which change quantities are used at the same time.

  • This example explains how several parameters can combine to change the quantities and/or parts or raw materials of a product. Both relations are used, and parameters which change quantities of raw materials. 
  • In this specific example, we're building a clothing item, which is manufactured in various sizes, fabrics, and colors.
  • The combination of fabric and color determine the used material, the size determines the consumption of materials.

Step 1. There are 3 Parameters set up at Stock -> Stock settings -> Parameters:

  1. Size - affects the quantities of materials consumed. Values: S, M, L, ...
    The Size parameter is configured as This parameter changes the quantities of raw materials: Yes.
  2. Fabric - affects which material will be consumed together with Color. Values: Red, Blue, ...
    The Fabric parameter is configured as This parameter changes the quantities of raw materials: No.
  3. Color - affects which material will be consumed together with Fabric. Values: Cotton, Linen, ...
    The Color parameter is configured as This parameter changes the quantities of raw materials: No.

Step 2. One Relation is set up at Stock -> Stock settings -> Relations, 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
... ... ...

Step 3. At the item's details, the three parameters are chosen: Size, Fabric, Color. And the item is Saved.

Step 4. Allowed variations are added by clicking the + button in the Variations section of the item's details, which just became available.

Step 5. The Bill of Materials for the item 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 ...
... ... ... ... ... ...

This means that if you choose Size, Fabric, and Color combination:

  • S, Cotton, Blue - the BOM would contain 1 unit of "Blue cotton", 1 "Accessory 1", and 1 "Belt 1";
  • M, Linen, Red - the BOM would contain 1.5 units of "Red linen", 1 "Accessory 1", and 1.2 "Belt 1";
  • etc.

Step 6. The Routing of the product, defined in the item's details, is shared among all variations.

Finished. Now you can plan production and sell these items. The parameter values can be chosen when choosing the product from any product choice field. Each variation is separately tracked in stock (don't forget to enable the Parameters column).

Example 5. Multi-level Matrix BOM. 

  • This example explains how to pass parameter values of the product to a parametrical part/sub-assembly which has the same parameters (or a subset of these).

Step 1. Set up the part/sub-assembly with a Matrix BOM.

Step 2. Define all the allowed variations of the part/sub-assembly. All variations of the part/sub-assembly must be predefined, auto-creation of variations does not automatically create part/sub-assembly variations!

Step 3. Set up the product, choose the parameters, and allowed variations (if auto-creation of variations is not used).

Step 4. In the Bill of Materials of the product, choose the part/sub-assembly without selecting the specific parameter values.

Product group Part Notes Quantity
Parts

Part XYZ
Parameter 1: (no value chosen)
Parameter 2: (no value chosen)

  1
Sub-assemblies

Sub-assembly XYZ
Parameter 1: (no value chosen)
Parameter 2: (no value chosen)

  1
... ... ... ...

This means that if you choose specific values for Parameter 1 and Parameter 2 for the product, then the BOM would contain:

  • 1 unit of Part XYZ with the same Parameter 1 and Parameter 2 values;
  • 1 unit of Sub-assembly XYZ with the same Parameter 1 and Parameter 2 values.

Step 5. Set up the Routing of the product.

Finished. Now you can plan production and sell these items. The parameter values can be chosen when choosing the product from any product choice field. Each variation is separately tracked in stock (don't forget to enable the Parameters column).