mirror of
https://github.com/inventree/inventree-docs.git
synced 2025-09-13 22:21:33 +00:00
Reference docs (#308)
* Add information on build order reference * Add reference field description for purchase order * Add reference information for SalesOrder * Updated images for build orders * Update settings information * Add note regarding python string formatting * Add some more screenshots * Improved BOM documentation * Improve BOM documentation further * Split "BOM Export" onto separate page * Rearrange docs pages * Add image to fill TODO entry * Split out part scheduling page
This commit is contained in:
49
docs/build/bom_import.md
vendored
Normal file
49
docs/build/bom_import.md
vendored
Normal file
@@ -0,0 +1,49 @@
|
||||
---
|
||||
title: BOM Import
|
||||
---
|
||||
|
||||
## Importing BOM Data
|
||||
|
||||
Uploading a BOM to InvenTree is a three steps process:
|
||||
|
||||
1. Upload BOM file
|
||||
0. Select matching InvenTree fields
|
||||
0. Select matching InvenTree parts.
|
||||
|
||||
To upload a BOM file, navigate to the part/assembly detail page then click on the "BOM" tab. On top of the tab view, click on the <span class='fas fa-edit'></span> icon then, after the page reloads, click on the <span class='fas fa-file-upload'></span> icon.
|
||||
|
||||
The following view will load:
|
||||
{% with id="bom_upload_file", url="build/bom_upload_file.png", description="BOM Upload View" %}
|
||||
{% include 'img.html' %}
|
||||
{% endwith %}
|
||||
|
||||
#### Upload BOM File
|
||||
|
||||
Click on the "Choose File" button, select your BOM file when prompted then click on the "Upload File" button.
|
||||
|
||||
!!! info "BOM Formats"
|
||||
The following BOM file formats are supported: CSV, TSV, XLS, XLSX, JSON and YAML
|
||||
|
||||
#### Select Fields
|
||||
|
||||
Once the BOM file is uploaded, the following view will load:
|
||||
{% with id="bom_select_fields", url="build/bom_select_fields.png", description="Select Fields View" %}
|
||||
{% include 'img.html' %}
|
||||
{% endwith %}
|
||||
|
||||
InvenTree will attempt to automatically match the BOM file columns with InvenTree part fields. `Part_Name` is a **required** field for the upload process and moving on to the next step. Specifying the `Part_IPN` field matching is very powerful as it allows to create direct pointers to InvenTree parts.
|
||||
|
||||
Once you have selected the corresponding InvenTree fields, click on the "Submit Selections" button to move on to the next step.
|
||||
|
||||
#### Select Parts
|
||||
|
||||
Once the BOM file columns and InvenTree fields are correctly matched, the following view will load:
|
||||
{% with id="bom_select_parts", url="build/bom_select_parts.png", description="Select Parts View" %}
|
||||
{% include 'img.html' %}
|
||||
{% endwith %}
|
||||
|
||||
InvenTree automatically tries to match parts from the BOM file with parts in its database. For parts that are found in InvenTree's database, the `Select Part` field selection will automatically point to the matching database part.
|
||||
|
||||
In this view, you can also edit the parts `Reference` and `Quantity` fields.
|
||||
|
||||
Once you have selected the corresponding InvenTree parts, click on the "Submit BOM" button to complete the BOM upload process.
|
Reference in New Issue
Block a user