Bill of Material

Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the “Bill of Material” set up options.
Before we begin, let us understand about the need of Bill of Material and the usage of this particular activity.
In Bill of Material we setup details of various raw materials consumption for each item to be manufactured with predefined consumption ratio. This is normally a one-time process at the time of new bill of material addition for a item to be manufactured and this library of data is extensively used to capture and account for consumption of raw materials when you create a production.
You can also edit and delete an already created set of information with required authorization.
The key functions of a Bill of Material Module are:
  • Creation of a New Bill of Material;
  • Modification of an existing Bill of Material;
  • Deletion of an existing Bill of Material.
We will be going through the each of these set of information in detail.
New Bill of Material Creation
If you are in Production Drop Down you need to select and the screen which appears looks like this;
You can see the option at top right of the screen. Click on this option and you will  be directed to the relevant Bill of Material creation screen.
Bill of Material
Let us input data to create a new Bill of Material.


1. Description: Enter a description for your identification.

Finish Item

2. Finish Item: Select an item to be manufactured from the drop down menu.

Base Quantity

3. Base Quantity: Enter the Base quantity of the finished goods on the basis of which you are going to define the raw material consumption.

By Product Item

4. By Product Item : Select an item from the drop down menu which is "By Product" i.e. additional Item produced (can be scrap item) at the time of manufacturing Finish Item.

By Product Quantity

5. By Product Quantity : Enter the quantity of By Product Item produced.

Scan / Lookup

6. Scan / Lookup : This option will work like a Bar Code. If you enter an item Code, the system will pick-up the relevant details automatically.

Item With Balance

7. Item With Balance : This option will work like a Pick and Pack, Click on this button to show panel with List of Item with Stock Balance, HSN and Item Group. User can filter the Group and select Multiple Items when you click on OK button, all selected items will fill automatically to Item Grid at once.  

Raw Material Item Detail Table

8. Raw Material Item Detail Table :
We will now enter the specific Item or Product details to generate a Branch Receipt Voucher;
Click here to add a Row to the table
Click here to delete a row from the table.
Item Code: Select, from the dropdown menu, an Item code of raw material to be consumed. Click on  to add a new Item.
Description: System will fill the description details automatically from Item Master.
Unit: System will fill the unit details automatically from Item Master.
Quantity: Enter the Consumption Quantity here.
Rate: System will auto calculate and pick the rate of item based on your stock valuation method.
Amount: System will calculate the Amount automatically i.e. with the multiplication of Quantity x Rate.
Remark : Input here any remark pertaining to the item.
Item Balance: System will display the Stock in hand of this particular item
The table is dynamic and many extra columns in the table would appear based on your Configuration in Company Setup. If you set up these fields, you will need to enter relevant values in columns created for each item Row.
The columns which will appear based on Configuration in Company Setup are:
Column Name
Field Description
(Condition for Applicable / Appear)
Pack Unit
If Separate Pack Unit property enabled in selected Item, System will auto pull the Pack Unit from Item Master.
If you wish to change the same then select unit from the drop down list. Click on  to add a new Unit (Not recommended if registered under GST as UQC are predefined under GST).
(Inventory – Separate Packing Unit – “ON”)
Pack Quantity
Enter the consumption quantity of Pack unit and system will calculate the quantity of Stock unit automatically based on the StockvsPack mentioned in Item Master. Only if this field is empty then quantity will auto populate when quantity is entered in Stock Unit.
(Inventory – Separate Packing Unit – “ON”)
Print Description
System will auto pull the Purchase Description from Item Master. If you wish to change the same, enter the new description.
(Inventory – Separate Print Description – “ON”)
User Defined
Attributes 1-5
(Inventory  – Item Attributes)
User Defined
Item Custom Fields (1-5)
(Inventory - Item Master Custom Fields - Ask In Doc) (Item Master  - Ask In Document)

Add New Row to Table

9. Add New Row to Table : Click this button to add new row.

Magnify Row

10. Magnify Row : Click on the button to Magnify the Item Grid Table for better accessibility for voucher entry. A new pop up window will open which will have the same Item table but with better visibility of Item Details as only Item Table is present on this window.


11. Save : Click on the button to save the document prepared by you.


12. Clear : Click on the button to clear all values without making any changes.


13. Print : Click on the button to Print the values. Click here  “Print Utility”,  to know more about this utility.
Click on  to Exit from the New Bill of Material Master Form.
We are now back to the main screen for the Bill of Material.
Edit : If you wish to Edit Bill Of Material, click on . The Bill of Material will be opened in edit mode, you can make the required changes and click on to save the changes made by you. If you think that this record is no more required, you can delete the record by clicking on .
Delete : If you wish to delete a Bill of Material data, Click on and confirm the deletion.
Export : Click on to Export the data as visible in the list to an Excel Sheet.
Search : Type a text to search a particular record.
Group :  If you want to Group your display  on any particular field, hold that field and drag a little up outside the Grid, your display will be grouped on that field. To remove the groupings drag the field back into the Grid column.
Sort : If you want to sort data on a particular field, click on the label of that field, your data will be sorted on that field. You can reverse the order of sorting by just Double click on the label of that particular field.
Click on to Exit from the Bill of Material.
We hope you enjoyed this tutorial. Please give us a call for further help.  Happy Aligning!