How do I Create or Update My BOM Products in Bulk?

Managing your Bill of Materials (BOM) efficiently is crucial for inventory control. In Ordoro, you can create or update BOM products and their components in bulk using a CSV file. This streamlined process allows you to add, modify, or remove child SKUs with ease. Follow this guide to learn how to bulk update your BOMs in Ordoro.

Topics

Accessing the Data Import Page

  1. Click on your business name in Ordoro.
  2. Select Data Import from the dropdown menu.

Downloading the Example File

  1. On the Data Import page, select Manage BOMs from the dropdown list.
  2. Click Download an example file.
  3. Open the downloaded file, which is a template for updating your BOMs in bulk.

Understanding the SKU Field

  • The SKU field is required for all actions while updating BOMs.
  • This field refers to the BOM SKU (Parent SKU) in Ordoro.
  • You must ensure that each SKU is correctly referenced in the file.

Updating BOMs in Bulk

There are three primary actions you can take when updating BOMs in bulk:

Creating a BOM Connection

  • To create a BOM or add a component to an existing BOM, add a row with:
    • BOM SKU (Parent SKU)
    • Child SKU
    • Quantity required
  • Example:
    • Row 2: Creates a BOM with Parent SKU = BOM and Child SKU = 1 (Quantity = 1).
    • Row 3: Adds Child SKU 2 to the same BOM.

Updating Quantity Required

  • You can modify the quantity required for a component.
  • Example:
    • Row 4: Updates Child SKU 3 quantity from 1 to 0.125.

Removing a Component

  • To remove a component from a BOM:
    • Enter the BOM SKU (Parent SKU) and Child SKU to be removed.
    • Ensure the Add Child SKU and Quantity fields are left blank.
  • Example:
    • Row 5: Removes Child SKU 1 from Parent BOM SKU.

Uploading Your Updated File

  1. Save your updated file as a CSV file.
  2. Return to the Data Import page.
  3. Ensure Manage BOMs is selected in the dropdown before uploading.
  4. Use the drag-and-drop feature or manually select the file from your computer.

Verifying and Saving the Data

  1. Double-check column titles in the black bar.
  2. Click Verify Columns.
  3. Choose your saving method:
    • Save All: Upload the data without previewing.
    • Preview Each Entry: Review each row before saving.
    • Save Entry: Save individual rows manually.

Handling Errors

  • If there are errors, affected rows will be highlighted in red.
  • Click Show Errors at End to view issue details.
  • Click Start Over if you need to edit and re-upload the CSV file.
  • Refresh the Ordoro page to see the updated BOMs.