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* 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
50 lines
2.2 KiB
Markdown
50 lines
2.2 KiB
Markdown
---
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title: BOM Import
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---
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## Importing BOM Data
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Uploading a BOM to InvenTree is a three steps process:
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1. Upload BOM file
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0. Select matching InvenTree fields
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0. Select matching InvenTree parts.
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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.
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The following view will load:
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{% with id="bom_upload_file", url="build/bom_upload_file.png", description="BOM Upload View" %}
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{% include 'img.html' %}
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{% endwith %}
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#### Upload BOM File
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Click on the "Choose File" button, select your BOM file when prompted then click on the "Upload File" button.
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!!! info "BOM Formats"
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The following BOM file formats are supported: CSV, TSV, XLS, XLSX, JSON and YAML
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#### Select Fields
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Once the BOM file is uploaded, the following view will load:
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{% with id="bom_select_fields", url="build/bom_select_fields.png", description="Select Fields View" %}
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{% include 'img.html' %}
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{% endwith %}
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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.
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Once you have selected the corresponding InvenTree fields, click on the "Submit Selections" button to move on to the next step.
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#### Select Parts
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Once the BOM file columns and InvenTree fields are correctly matched, the following view will load:
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{% with id="bom_select_parts", url="build/bom_select_parts.png", description="Select Parts View" %}
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{% include 'img.html' %}
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{% endwith %}
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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.
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In this view, you can also edit the parts `Reference` and `Quantity` fields.
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Once you have selected the corresponding InvenTree parts, click on the "Submit BOM" button to complete the BOM upload process.
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