Bills of Materials are essentially templates or recipes for a given type of container or surgical tray. You may create and manage BOMs in the Bill of Materials section, then assign them to a container to apply that recipe or build out. Then, your users may use the Bill of Materials to stock the container up to the desired stock levels. You may use Bills of Materials just to make sure your containers stay stocked or as a way of managing custom sets. You’ll learn all about creating BOMs, assigning them, and using them to manage your inventory in the sections below:
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Navigate to the Inventory→ Recipes TabThen select the filter for Bill of Materials on the left hand side of the screenBills of Materials section
Create a BOM by clicking “Add “New BOM”
Enter a name for the BOM
Next, search for a catalog number and click to add it to the BOM
You can then designate the quantity that should be included in each container assigned to this BOM, or you can delete the Catalog number by clicking the garbage can symbol. You can set a minimum quantity, a required quantity, and a maximum quantity for each catalog item.
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First find the item you need to restock in the list, then click “Fix Shortages”.
The next screen will ask you to search for inventory to add to the container.
Next, click “Done” and the inventory will be added to the container.
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Restocking using the Auto-Refill feature will tell the system to fill the shortages in your container either using:
First-in-first-out: This will select oldest items that were added to your inventory first to ensure a healthy turnover of older inventory. This is determined based on the Manufacture Date.
Last-in-first-out: This will select the newest items that were added to your inventory to ensure a fresh stock in the field. This is determined based on the Manufacture Date.
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