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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:

Create a bill of materials

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Assign the BOM to a container

Restock trays

Auto-Refill and FIFO/LIFO

Identify Items that Don’t Belong

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How many containers can be built?

Delete a BOM

Filter your Containers by BOM

You can now manage what should be in a container using Par Levels and Bills of Materials. This will help you to know when inventory levels are low or high in your trays. 

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1. Navigate to the Inventory→ Recipes TabThen select the filter for Bill of Materials on the left hand side of the screenBills of Materials section

2. Create a BOM by clicking “Add “New BOM”

3. Enter a name for the BOM

4. Next, search for a catalog number and click to add it to the BOM 

5. 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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Restock Trays using the BOM Fix Shortages Feature

Now you can restock the trays easily from the BOM section of the Container Detail screen.

1. First find the item you need to restock in the list, then click “Fix Shortages”.

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2. The next screen will ask you to search for inventory to add to the container.

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3. Next, click “Done” and the inventory will be added to the container.

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Using the Auto-Refill Feature

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Note
Note: You may not restock a container if it is part of a pending transfer or if it has an incomplete Set Checkin.

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1. Restocking using the Auto-Refill feature will tell the system to fill the shortages in your container either using:

   1. 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.

   2. 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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2. If you “Auto-Refilled” a single line item, the items the system stocked will appear at the top of the device list below.

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1. Look at the “Last Updated” column for further verification.

2. If you used the “Auto-Refill All” button, review the resulting pop-up window to see which items were stocked.

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3. If you would like to print a pick list, click the button at the bottom to export a .CSV of the items that were stocked. You can used this document to identify the lots or UDIs of the items the system used to stock your shortages.

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Easily identify items that don’t belong

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Previously you had to do some math to figure out how many containers you could possibly create with a fully completed BOM, given your current stock. However, with the release of v4.2.0 you won’t need to lift a finger. Directly in the Bill of Materials screen you can see, by item or in total, how many fully stocked containers you could build given the current BOM and your current stock.

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Along the right hand side of the screen you can also see the list of catalog numbers that are preventing more of that container BOM from being built.

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Delete a BOM

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1. Navigate to the BOM page

2. Locate the BOM to delete

3. Click the garbage can icon in the upper right corner

4. Confirm the deletion

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Filter your Containers by BOM

Once you’ve created your BOM, you can filter containers by which BOM they have assigned to see how many and which containers are associated with that BOM.

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