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 makes it easier to enter big families of products (many variations) so that it is not necessary to enter different Bills of Materials for each combination. This approach requires some more work up front for laying the foundation but offers very detailed and very simple control of a large set of variations, once properly configured.

When choosing the product, first find the part number, and then just choose the desired parameter values, and MRPeasy will automatically generate/choose the correct BOM for it.

Some usage examples:

  • Products with variations, e.g. garments which have variations in size and color.
  • Products with configurations or possible substitutions, 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.

If to visualize, the matrix of variations in a BOM can be two- or even three-dimensional, i.e. variations within a variation are possible.

A Matrix BOM has three main components:

  1. Parameters - which are given to products, and each which hold a set number of values. A parameter's value can change the raw materials used, or the quantities of materials, or both at the same time. Specific parameter values of a product are chosen from drop-down fields, when searching the product, e.g. on a Customer Order.
    Each combination of parameter values is one variation of the product.
  2. Relations - which connect parameter's values to specific stock items of raw materials or parts. A relation can be used inside a BOM as a line item, and according to chosen parameters' values, the corresponding raw material, defined in relation's details, is input into the BOM.
  3. A Bill of Materials - where Parameters and Relations are applied to configure a Matrix BOM, by using relations as line items and/or parameters which values change quantities of raw materials.

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 (Yes/No) – If no, only pre-defined variations on the item's details page of a product are allowed to be used. 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.
  • 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. If no, all variations will share the same part number.
  • Separator – 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.

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 saved to stock items at the item's details page;
  • the Variations section becomes available in item's details page, for item's which have 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

  • 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.
    A parameter's values can change the quantities of raw materials or not. This is defined when setting up the parameter at Stock -> Stock settings -> Parameters by option This parameter changes the quantities of raw materials: Yes/No. If a parameter does not affect quantities of raw materials, then only the raw materials can differ by parameter values, but same amounts are used. If it does, then extra columns will appear on the BOM, corresponding to the values of the parameter, where you must define quantities of raw materials for each parameter value.
  • 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 in the item details page, and save.
  4. A subsection Variations appears in the 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 columns 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.

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).