In this chapter, we will walk through a specific example of importing data from Excel into the bill of materials register. For general principles of Excel imports, we recommend reading the first chapter - Introduction. Excel imports are available from the Business plan and above.
If your license includes imports for issued invoices, they will be available in the Tools module (Tools -> Import -> Import from Excel -> Bill of Materials).
Warning: Before importing a bill of materials, the price list items that the bill of materials will contain must already be set up. This means that the finished product and its components/parts must already be recorded in the price list.
We will now proceed to importing a specific bill of materials. We will be importing the following file: kusovnik.xls
In the column selection for import, we will choose the following:
Since the Excel file contains column headers, check the "Ignore first row (column names)" option when selecting columns.
Warning: The order of the columns selected for import must exactly match the order of the columns in the Excel file.
ID - This is the unique identifier for the bill of materials record. For importing the bill of materials, we will use external identifiers, for later linking via the Parent Bill of Materials.
Name - Any name for the finished product in the bill of materials or its components. In the example, we provide a name only for the finished product "Wheel Assembly".
Quantity - The quantity of individual components and the finished product.
Order - The order of items in the bill of materials as they will appear in the application. This is required for valid bill of materials creation.
Parent Bill of Materials - This field must contain the link between the components/parts of the bill of materials and the finished product. For the finished product itself, this field is left empty; for components, it contains the external identifier of the finished product mentioned above.
Price List - These are the codes of the individual price list items, which must already exist in the price list register.
Path - The level and position of the item. The first value always represents the level, and the second represents the position. Example: The bill of materials header has the path "1/", the first material in the bill of materials "1/1/", the second material in the bill of materials "/1/2/", and so on.
All properties of the bill of materials register can be found at:
https://demo.flexibee.eu/c/demo/kusovnik/properties
After selecting the relevant columns, click the "Ok" button and a table will appear showing the data types of the selected columns and their properties.
Note:
Each item can appear only once at any given level of the bill of materials (it must not appear more than once).
After clicking the "OK" button, select the file to import and confirm your consent to import the records. The import will report both the creation of the bill of materials and any new external identifiers.
If the import fails and the Excel file needs to be corrected, a window should appear displaying the specific errors, and optionally the option to send an error report to Flexi support.
If the import completes successfully, the bill of materials breakdown according to your import will be displayed on the price list item of the finished product, on its detail page under the Bill of Materials tab.